Quick Actions for Calls in Zoho CRM
This video tutorial demonstrates how to log an activity or task directly from a call within the CRM using the CRM dialer feature. Key takeaways: Steps: Benefits: This video provides a valuable tip for CRM users who want to make the most of the CRM dialer feature. By logging activities and tasks directly from the […]
Using The Zoho Creator Extension In Zoho CRM
Audio Podcast The Zoho Creator extension for Zoho CRM allows you to integrate Zoho Creator forms and reports directly into your CRM. This means that you can view and edit Zoho Creator data from within your CRM, and you can also create new Zoho Creator records from your CRM. To integrate a Zoho Creator form […]
Exploring Custom Layouts in Zoho Creator
This video tutorial provides a comprehensive overview of creating custom layouts for reports in Zoho Creator. It delves into the process of customizing both quick view and detail view reports, equipping you with the knowledge to enhance the visual appeal and organization of your data presentations. Quick View Layouts Detail View Layouts Additional Features Conclusion […]
How To Connect Zoho Books Bank Feeds Using Plaid & Yodlee
This video tutorial demonstrates how to connect your bank feeds to your Zoho Books application using either Plaid or Yodle. The video covers the following steps: Plaid Setup Yodlee Setup Troubleshooting If you encounter any issues connecting your bank feeds to Zoho Books, please refer to the Zoho Books Help Center for troubleshooting tips.
Sorting Multi-Select Lookup Fields in Zoho CRM
In this quick tip, Landon demonstrates how to customize the results that appear when selecting items in multi-select lookup fields within Zoho CRM, both for standard and custom modules. This can be particularly useful if you want to sort and display specific items at the top of the list when making selections. Here’s a summary […]
Zoho Mail Full Product Overview
Zoho Mail is more than just a conventional email platform, it offers a comprehensive suite of features that elevate your email and productivity game. In this full product guide, we’ll dive into the key elements that make Zoho Mail a powerful tool. Feel free to use the video above for a visual aid for all […]
Building Your Own GPT
Unless you’ve been living under a rock for the past year, everyone knows about ChatGPT. AI has been taken off in a huge way for various platforms, including writing, art, video, and audio creation and manipulation. Now you have the possibility to create your own GPT, Generative Pre-trained Transformers. Let’s take a look at what […]
What To Do If Your Email Is Blacklisted
Getting blacklisted can be a disheartening experience. For many, an honest mistake. It means your carefully crafted messages are being flagged as spam and sent straight to recipients’ junk folders, hindering your efforts to reach your target audience. While this can be frustrating, it’s important to remember that there are ways to rectify the situation […]
Why Team Training for Zoho Desk is a Non-Negotiable
If you want your business to deliver top-notch customer support, utilizing the right tools is pivotal. Zoho Desk stands out as a powerhouse in this realm. However, merely having access to such a tool isn’t enough; your team must be adept at harnessing its full potential. This is where comprehensive team training becomes crucial. And […]
Zoho Books Full Product Tutorial
Product Overview Zoho Books is a versatile accounting software that provides businesses with a suite of tools to manage their financial health. With its intuitive interface and integration capabilities, it offers a comprehensive view of the company’s finances and operational efficiency. In this section, let’s here is a quick overview of Zoho Books: Home Page […]
