Zoho Desk Full Product Overview – 2022
Video Timestamps 0:33 Agenda 1:17 What Is Zoho Desk, And Why Do You Need It? 2:46 Product Overview 6:54 Departments 11:47 Ticket Management 26:01 Knowledge Base 33:01 Workflows 41:37 Integrations 43:45 Zoho Marketplace 46:30 Q&A What Is Zoho Desk, And Why Do You Need It? Zoho Desk is Zoho’s customer service tool. Let’s say you […]
How to Set Up a Mail Merge Document Inside Zoho CRM
Here are the various action items we cover in this tutorial: Use Cases Getting Started Setting Up The Mail Merge Creating A New Template Zoho Writer Adding Merge Tags Sending A Document Via Mail Merge
Setting Up An Approval Process Inside Zoho CRM
In this video tutorial, we walk you through how to set up an approval process for various stages in the Deal. Here is a breakdown of the timestamps: 0:28 Use Case 2:25 Layout Rules 4:55 Approval Process 5:55 Criteria 6:12 Who Should Approve 7:50 Action(s) upon Approval/Rejection 9:54 Final Walk-through of the Process Created
How To Import Anything Into Zoho CRM Tutorial – 2022
In this tutorial we cover the following: How to import leads, contacts, or accounts into Zoho CRM Basic pointers on spreadsheet management How to import within the module or settings How to apply additional tags to import files Best practices around importing data
Zoho CRM Blueprints Tutorial – 2022
Want to know how to set up a blueprint inside Zoho CRM? Or maybe what is a blueprint used for? This quick tutorial from Tyler & Brett covers all the essentials to get you started.
Zoho CRM User Profiles & Permissions Tutorial – 2022
In this tutorial, Tyler walks you through the various settings inside the user security controls inside Zoho CRM that control User Profiles and Permissions. Use the timestamps below to jump to the various parts of the tutorial. 0:50 Profiles 1:54 Roles 2:24 Data Sharing Settings 4:05 Creating A New Role 7:20 Standard Profile Overview
Zoho SalesIQ Zobot Tutorial – 2021
In this tutorial, we do a complete walkthrough of how to set up and configure the Zobot inside Zoho SalesIQ. Use the following timestamps to navigate the content of the video: 0:00 Intro 0:40 What is a Zobot? 1:25 Adding a Zobot 1:55 Codeless Bot Builder 3:00 Audience Criteria 5:00 Configuration 7:30 Building the Zobot […]
Zoho SalesIQ Answer Bot Tutorial – 2021
In this tutorial, we do a complete walkthrough of how to set up and configure the Answer Bot inside Zoho SalesIQ. Timestamps & Sections 0:00 Intro 1:30 What is an Answer Bot? 2:10 Answer Bot Profile 3:40 Answer Bot Resource Selection 4:35 FAQ 7:47 Articles 10:57 Response Configuration 13:57 Behaviour Configuration 16:10 Small Talk Settings […]
Zoho Recruit Candidate Pipeline Tutorial – 2021
This segment is from our Zoho Recruit Full Product Tutorial and covers the following: What happens when someone applies to your job posting How to create an interview Managing your pipeline
Zoho Recruit Job Board Integration Tutorial – 2021
This segment is from our Zoho Recruit Full Product Tutorial and covers the following: How to integrate your instance of Zoho Recruit with various job boards Publishing your candidate forms to the various job boards