Say NO To Duplicate Records
Zoho CRM Automated Deals to Track Subscription Revenue Implementation – 2020
This week’s implementation is brought to you by the CRM Zen show featuring Brett Martin & Tyler Colt. Tyler shares this week a Zenatta Internal implementation applied to our own CRM. We needed a way to track revenue through a subscription service inside the deal module inside our CRM. Here are some keynotes from the video […]
Dynamic Documents from Zoho CRM sent via Phaxio (Faxing Documents) – Implementation
Zoho CRM Sub-form Integration to Create Custom Module Records – Implementation
In this video we show how to integrate Forms via a webhook to be able to write a subform into a custom module inside Zoho CRM. Here are some key points from the video: CRM hierarchy with Accounts (ex: Restaurant Groups) and Establishments (ex: Restaurant Locations) Zoho Form created with subform to capture multiple Establishments […]
Benefits of using “The Down Arrow” In Zoho CRM
Our very first tip. Utilize the down arrow tool inside your CRM!
Zoho CRM Dynamic Proposals Using Formstack – 2020
The Down Arrow
Organizing views in Zoho CRM using the Down Arrow – ˅
Tip – Autofill Custom Module Record Names
How to integrate Zoho Sales IQ with Zoho CRM for new leads via Zoho Forms
Tip – Setting Up An Approval Process In Zoho CRM
Here is a quick tutorial on how to set up an Approval Process in Zoho CRM.
