Zoho Desk Introduction To Tickets Tutorial – 2021
This is the first video in our Zoho Desk beginner’s guide series. In this video tutorial we cover all of the core basics of a Zoho Desk ticket. In this step-by-step guide we cover what a ticket is, how to set up tickets, create tickets, and close tickets. Additional Resources Not finding what you are […]
Creating a Zoho CRM Custom Module Without Requiring a Record Name
This tutorial is a quick tip to create a custom module without requiring a record name, allowing a clean process to accomplish tasks for your team much quicker. Additional Resources Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we […]
CRM Tab Groups and Module Organization Tutorial – 2020
Clean up your tab groups and modules in this quick tutorial showing how and what to organize. We hope this helps! Additional Resources Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to fill that gap! For […]
User Roles and Permissions In Zoho Books
Here is a quick rundown on user roles and permissions inside Zoho Books. This tutorial covers best practices and usage cases on how these roles and permissions would be applied. Additional Resources Not finding what you are looking for in regards to Zoho Books? Drop us a line and we would be happy to see […]
Zoho Books Sending Estimates, Sales Orders & Invoices From Zoho CRM – 2020
This tutorial covers how to set up the integration between Zoho Books and Zoho CRM, as well as, how to send out estimates, sales orders, and invoices from Zoho CRM. Additional Resources Not finding what you are looking for in regards to Zoho Books? Drop us a line and we would be happy to see […]
Zoho Connect Full Product Tutorial – 2020
This webinar on Zoho Connect is presented by Brett Martin & Tyler Colt from Zenatta Consulting. We hope you find this information useful and we included all of the Q&A from this webinar below. 0:00 Intro 1:00 Agenda 1:25 What is Zoho Connect 2:27 Zoho Connect – Overview 9:17 Settings 12:40 Setting up a group […]
Zoho CRM Roles Tutorials – 2020
This brief Zoho CRM tutorial reviews user roles and security settings to consider when creating the different roles.
Social Settings inside Zoho CRM
This video will show you how to quickly set up automatic lead or contact generation in Zoho CRM every time a person on Mentions, Messages, Replies, or Retweets you on Twitter. It will also work with Facebook every time someone Posts, Comments, Likes, or Messages Not finding what you are looking for in regards to […]
Zoho CRM Finding Statistics for Mass Emails – 2020
This is a very quick demo on how to find your statistics for mass emails sent from Zoho CRM inside Zoho CRM.
Zoho CRM – Security Controls
This tip can be very useful and prevent a lot of future headaches and problems within your organization if it is set up correctly from the beginning. Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to […]