The First 3 Things To Do In Any New Zoho CRM
In this tip, Tyler walks us through the first things Zennatta consultants do when jumping into a brand-new CRM. The 3 key takeaways are pretty basic, but make a big difference in the usability for CRM users. These first three steps are removing unnecessary modules, cleaning up the layouts of records, and creating a basic […]
Organize YOUR Data in Zoho CRM with Custom Views & Filters
Getting the basics of CRM organized is super important to have the most efficient workflow. In this tip, Tyler walks us through how to organize data in Zoho CRM using custom views and filters. Having a clean custom view of your CRM data will make a huge impact on your workflow. Key Takeaways Custom Views […]
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
How To Integrate QuickBooks with Zoho CRM Tutorial – 2022
In this video tutorial, we walk you through how to integrate QuickBooks with Zoho CRM. Since this isn’t as simple as finding a connector in the CRM we thought we would share all the steps involved in this process. Enjoy!
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 CRM Formatting Your Module Fields Tutorial – 2021
Learn about formatting your Module Fields The way modules are set up by default can be confusing to both you and your team. This quick tutorial walks you through some best practices to organize your fields inside your module so the data is organized in a way that makes sense.
Zoho CRM How To Change Default Field Names Tutorial – 2021
How to Change Default Field Names in the Zoho CRM Ever wonder how to change the names of default fields that come with your Zoho CRM. Well under translations you can do just that. We walk you through the full process in this tutorial.
Zoho CRM Setting Up Mail Merge If Statements Tutorial – 2021
In this 7 minute tutorial, Brett walks you through using “If” statements inside Mail Merge. We use our own templates and if statements as real examples in this tutorial.