Understanding Lookup Fields In Zoho Creator
This tutorial discusses the concept of lookup fields in Zoho Creator. It explains how to create lookup fields and their practical applications. Lookup fields are used to establish parent-child relationships between records in an application. They allow you to link child records (e.g., tasks) to parent records (e.g., accounts) and enable you to create related […]
Game UI Design Using URL & Query Parameters In Zoho Creator
In this tutorial, we delve into the front-end and back-end aspects of both Host and Player interfaces, while also exploring the power of URL & query parameters to enhance gameplay and customization.
Zoho SalesIQ 2023 Full Product Tutorial
Understanding how to effectively engage with customers is crucial. Zoho SalesIQ is a tool that enhances just that. In this Zoho SalesIQ tutorial, we cover everything from setting up SalesIQ on your website to mastering its real-time visitor tracking, automating workflows with bots, and seamlessly integrating it with your existing CRM and helpdesk solutions. Whether […]
How to Use Batching for Bulk Emails in Zoho Campaigns
One of the great features of Zoho Campaigns is the ability to send emails in batches. Whether you have a small mailing list or you’re reaching out to tens of thousands, sending emails in batches can offer multiple advantages. Here’s why you might want to consider using this feature. Setting Up Batching in Solo Campaigns […]
Use Cases for Zoho Flow
In this video, we explore the common use cases for Zoho Flow. The video explains how Zoho Flow can be leveraged to pass data between Zoho apps, from third-party apps to Zoho and from Zoho to third-party apps. Key Points: Passing Data Between Zoho Apps Zoho CRM Automation Third-Party Apps Webhooks Common Use Cases: Conclusion […]
Creating Role-Based Custom Views & Filters in Zoho CRM
Managing a growing team in Zoho CRM just got easier. Role-Based Views in Zoho allow you to create custom views and filters based on team roles, not just individual members. This guide breaks down the how-to. Understanding Roles and Groups Before you set up custom views, it’s essential to grasp the roles and groups within […]
Alternative Reply Tracking in Zoho Campaigns
Introduction Looking for a more efficient way to manage reply tracking in Zoho Campaigns? This guide outlines an alternative reply tracking in Zoho Campaigns approach that bypasses some of the limitations of the platform’s built-in feature. Get the scoop on how to implement this strategy effectively. Why Choose an Alternative Reply Tracking in Zoho Campaigns? […]
Zoho FSM Full Product Overview
After years in beta testing, Zoho’s Field Service Management (FSM) solution has finally made its debut—and we couldn’t wait to dive in! Our verdict? It’s fantastic! While the product will require some customization to perfectly align with your specific needs, don’t worry; we’ve got you covered with this comprehensive tutorial. Whether you’re a visual learner […]
Maximizing Zoho Campaigns with “Email Action” Workflows
Capturing all the data you need from your email campaigns can sometimes be challenging. But did you know that Zoho Campaigns offers a built-in feature that can solve some of these limitations? This feature, known as “Email Action,” can make a huge difference in managing workflows and what kind of data you can extract. Why […]
Adding Zoho Sheet View Components to Your Zoho CRM Homepage
Are you looking to add a Zoho Sheet View to your CRM homepage for a more consolidated and efficient work process? Step 1: Customize Your Homepage To start, navigate to your Zoho CRM homepage and look for the customization option. The aim here is to add a new component, specifically a widget, to your homepage. […]