Avsnitt
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This week we talk about:
Zoho Social April Updates
Post-Paid Billing in Zoho Office Integrator
Zoho Creator Hackathon 2024
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-302/
🏥 Zenatta CRM Health Check 🏥
A Clean System Is A Better System!
👉Zenatta CRM Health Check Zoho Marketplace Extension
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
👉Zoho Team Training Course by Zenatta Consulting
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This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
Zoho Sprints Q1 2024 Updates
Zoho Analytics April’24 Updates
WeChat integration for Zoho SalesIQ
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-301/
🏥 Zenatta CRM Health Check 🏥
A Clean System Is A Better System!
👉Zenatta CRM Health Check Zoho Marketplace Extension
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
👉Zoho Team Training Course by Zenatta Consulting
🌀 ZPortals 🌀
Receive 10% Off Your First Month When You
👉Sign Up Through Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
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Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
Saknas det avsnitt?
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This week we talk about:
Major Zoho CRM Update is Coming
CRM Flex Bundle
Multiple Kanban views in a single Module for Zoho CRM
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-300/
🏥 Zenatta CRM Health Check 🏥
A Clean System Is A Better System!
👉Zenatta CRM Health Check Zoho Marketplace Extension
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
👉Zoho Team Training Course by Zenatta Consulting
🌀 ZPortals 🌀
Receive 10% Off Your First Month When You
👉Sign Up Through Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️X
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
Introducing Zoho Sites 2.0
Zoho Contracts Document Download APIs
Zoho CRM Sandbox Enhancements
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-299/
🏥 Zenatta CRM Health Check 🏥
A Clean System Is A Better System!
👉Zenatta CRM Health Check Zoho Marketplace Extension
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
👉Zoho Team Training Course by Zenatta Consulting
🌀 ZPortals 🌀
Receive 10% Off Your First Month When You
👉Sign Up Through Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️X
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
Zoho CRM Email Functionality Enhancements
Bigin's New Stage Automation Feature
Zoho Books April’24 Updates
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-298/
🏥 Zenatta CRM Health Check 🏥
A Clean System Is A Better System!
👉Zenatta CRM Health Check Zoho Marketplace Extension
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
👉Zoho Team Training Course by Zenatta Consulting
🌀 ZPortals 🌀
Receive 10% Off Your First Month When You
👉Sign Up Through Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️X
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
Introducing Zoho Learn 2.0
Zoho CRM & Google Chat Integration
Zoho Campaigns Adds WooCommerce Integration with Guest Checkout Data Sync
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-297/
🏥 Zenatta CRM Health Check 🏥
A Clean System Is A Better System!
👉Zenatta CRM Health Check Zoho Marketplace Extension
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
👉Zoho Team Training Course by Zenatta Consulting
🌀 ZPortals 🌀
Receive 10% Off Your First Month When You
👉Sign Up Through Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️X
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
Zoho Workerly 2024 - V2.0
Zoho Notebook - Nested Collections
Zoho CRM Unveils Enhanced Reporting Features for Powerful Data Analysis
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-296/
🏥 Zenatta CRM Health Check 🏥
A Clean System Is A Better System!
👉Zenatta CRM Health Check Zoho Marketplace Extension
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
👉Zoho Team Training Course by Zenatta Consulting
🌀 ZPortals 🌀
Receive 10% Off Your First Month When You
👉Sign Up Through Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️X
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
Changes to X API support for Zoho Social
Zoho Marketing Automation Now Offers WhatsApp Marketing Integration
Zoho Marketing Plus Introduces Marketing Project Drafts
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-295/
🏥 Zenatta CRM Health Check 🏥
A Clean System Is A Better System!
👉Zenatta CRM Health Check Zoho Marketplace Extension
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
👉Zoho Team Training Course by Zenatta Consulting
🌀 ZPortals 🌀
Receive 10% Off Your First Month When You
👉Sign Up Through Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️X
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
Add Marketplace Extensions now in Zoho Desk Blueprint Transitions
SalesIQ Chatbot now supports 30 languages
Bigin adds customizable form links
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-294/
🏥 Zenatta CRM Health Check 🏥
A Clean System Is A Better System!
👉Zenatta CRM Health Check Zoho Marketplace Extension
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
👉Zoho Team Training Course by Zenatta Consulting
🌀 ZPortals 🌀
Receive 10% Off Your First Month When You
👉Sign Up Through Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️X
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
Zoho introduces Zoho Tables
Zoho Forms Enhances Data Accuracy and Efficiency with Regex Support
Kiosk Studio Available for all DCs
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-293/
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
Zoho Team Training Course by Zenatta Consulting
🌀 ZPortals 🌀
Receive 10% Off Your First Month When You
Sign Up Through Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️X
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
Zakya Officially Launches in India
Zoho CRM Adds "Competitor Mention in Workflow" feature
Marketing Automation 2.0 Updates
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-292/
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
Zoho Team Training Course by Zenatta Consulting
🌀 ZPortals 🌀
Receive 10% Off Your First Month When You
Sign Up Through Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️Twitter
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
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This week we talk about:
What’s new in Zoho Desk in 2024
Zoho CRM Announces New Formula Builder Functions
Zoho CRM Q1 Updates
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-291/
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
Zoho Team Training Course by Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️Twitter
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
Zoho CRM now supports custom fiscal year formats
Zoho CRM adds forecast model choices
Enhance Your CRM Communication with Zia's Refined Email Intelligence
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-290/
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
Zoho Team Training Course by Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️Twitter
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
Zoho Sign Introduces User Groups, Roles, and Profiles
Zoho FSM Mobile App Offline Support
Zoho CRM Introduces Enhancements to Email Intelligence, Ask Zia, and Zia Presentation
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-289/
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
Zoho Team Training Course by Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️Twitter
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
It is finally here... Rich Text Fields for Zoho CRM (But Not In The USA…)
Zoho CRM Webform Enhancements
Zoho Sign Adds Dynamic KBA for Recipient Authentication
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-288/
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
Zoho Team Training Course by Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️Twitter
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week on AZAAZ we answered:
❓The Questions❓
💬 1. What if you do not have those options [to add to other modules] when building fields? Is that a recent update or an older version of Zoho?
💬 2. How do I adjust invoice templates so I can make adjustments for services that are not a fixed cost?
💬 3. How do I make a two-page email campaign?
💬 4. I have a vendor that supplies invoices in Excel (xlsx) format. We get ~4 per month with about 25-50 lines, and they are all the same format. I know I can pull these into Zoho Analytics for pivot analysis, but I’d like to avoid doing it manually. Is it possible to simply drop the latest Excel file into a folder and have Zoho Analytics monitor that folder for new files? Is this something that Analytics has a built-in feature for, or could it be done in DataPrep, or would it have to be custom-scripted?
💬 5. Is it possible to archive deals after they are closed/won? Looking to free up space in my pipeline. On that note, is there an easy way to search by a job number? Thanks!
💬 6. Can you sync Zoho contacts into Automation without the emails?
💬 7. How do we block certain email addresses from being able to email us on zoho desk?
💬 8. We sell on different marketplaces and many different fees come out on each order. We have created a custom Flow that can update a zoho sheet with all fees for each order and pull in the reference number for each payment. I just can’t seem to be able to push the updated bank fee to the payment. If anyone might be able to help, please.
💬 9. Great video. Question: When someone goes to your website via the google ad, is it the forms they fill out that should have the hidden element and is that how they get into the CRM or does Google know who they are and will it push their information into the CRM automatically? Can you tell in your CRM what keywords and ad that CRM contact used to get into the Website/CRM?
Here are the links to the help articles discussed:
Question 7: https://help.zoho.com/portal/en/kb/desk/contacts-and-accounts/articles/managing-spam-contacts-in-zoho-desk#Marking_or_unmarking_a_contact_as_spam
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
Team Training Courses by Zenatta Consulting
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This Issue of AZAAZ was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
New Gmail & Yahoo Email Authentication Requirements
Zoho CRM Cadences Studio [Early Access]
Zoho Writer new customized character styles feature
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-287/
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
Zoho Team Training Course by Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️Twitter
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
New features for the Zoho Writer Zapier integration
Zoho CRM launches Support Access
Zoho Bookings Help widget enhancements
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-286/
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
Zoho Team Training Course by Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️Twitter
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week on AZAAZ we answered:
❓The Questions❓
💬 1. Hey Greg, simple question here, but how do I get the console in the Deluge editor to show horizontally along the bottom like in your video here? Mine is showing vertically on the right side.
💬 2. Super helpful video! At one point, it looked like you copied and pasted a whole string of cards onto another response thread/string (not sure what the proper terminology is). I reached out to Zoho about this and they claim that it cannot be done, and that only the entire chatbot can be cloned. Is that what you did?
💬 3. Hello, and happy 2024 to team Zenatta. I want your take on the following scenario: We ask our sales reps always to keep an open task in their opportunities. Ideally, we want them to add a note every step of the way, but I’ve found that sometimes when a task is due, the users simply edit their task, move the due date, and never add any notes. Is there a way I can keep them from doing that? I looked into workflows or blueprints to no avail. I guess I can trigger a notification when a due date is edited and I could double-check, but was hoping for some Zoho automation magic to do that job for me. Any ideas?
💬 4. Hi Tyler, Thanks for the excellent video. We're a startup IT Services company. As you know, the IT industry has THOUSANDS of variations of hardware, software, services and skills. Do you know if Zoho FSM has the ability to import a master list of ~2,000 "Skills" for the company, as well as an individual list of ~500 "Skills" for each field tech? In a perfect world, each field tech could login to Zoho FSM and EASILY select the ~500 Skills that apply to them, but I don't believe that is possible (so I'm guessing that importing each list would be the best approach). Also, I'm wondering if Zoho FSM has the ability to send TEXT notifications to the field techs for new jobs (to see if they're interested) - but FILTERED based on their Skills? If not, then maybe Zoho CRM has that ability (and I know that Zoho CRM can be integrated with Zoho FSM). Thanks Tyler!
💬 5. Can we use Zoho Campaigns to create a newsletter from information held in a custom module in Zoho CRM - for example a list of news stories or web links. Could we loop through these via Deluge and add the content to a newsletter?
💬 6. Hi, I have a question about sending samples. I. use Zoho for my fabric company and often I send to my leads and customers some hangers or a couple of mt. of fabrics for free. How / in which module I can save all free samples? And I would like to see at the end of the year how many samples/meters I have sent.
💬 7. Thanks Greg. Very useful. I couldn't find where in Zoho Books you can create a Standalone Function. Is there such a thing? I want to call a common function from both a Bill workflow and an Invoice workflow.
💬 8. I’d like to automate the creation/qualification of CRM leads from any visitors to our ZoHo Site that request access to information (free reports, white papers etc). My question is what are the correct App(s) in ZoHo One to use for these workflows? I’d appreciate feedback on alternate/ best practice ways to achieve the end outcome …. ie new leads in the CRM that qualify and progress themselves (lead source, lead stage, tags, etc) via automations when they complete simple, progressive steps. Here is my current thinking which is probably overcomplicated or tedious user experience … Please help me refine and thanks in advance! (1) download “Free Report” button on Site (2) ZoHo Form w/ CRM integration captures lead details and creates new lead (lead source, lead stage) in CRM (3) ZH form notification emails the new lead a thank you note on submission which contains the link (smart URL?) to the requested PDF RATHER than a downloadable PDF attachment. (4) Customer must click the ZH Workdrive link and perhaps also submit identifying info to access and download the Free Report PDF. 5) The step 4 link click and/or completion of data entry updates the CRM lead stage/score, sets a tag and even a task to sales to follow up with the now qualified, engaged lead. The first three steps are easy, having trouble understanding which app (CRM) and workflow are best to capture the final pieces …. which is capturing in the CRM which leads fully engaged and accessed the requested material?
💬 9. How do you handle suffixes for names in CRM Contact records? We need to address many letters with suffix honorifics like MD, MBA, RN, FRCPC, etc. Our previous CRM could parse names into a prefix, name and suffix … but I’m not seeing whether this can be done automatically in Zoho CRM or whether we manually need to edit a suffix (custom) field. Thanks in advance for insight/advice.
💬 10. Does anyone know of a plugin or add-in that can automatically make a PDF copy of every email we receive/send from/to a client and place it into their folder in workdrive? Actually asking this for a friend who is considering switching his firm to CRM & Zoho Mail - but is ideally looking for a system that can do this audit trail of emails outside of itself for him. Apparently he manually prints everything as a PDF now…he’s an auditor that works with external people and they need to be able to access it that way. Sounds like an absolute time suck, but I know people in my industry would probably be interested in it too so though there might be a plugin or something out there already.
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
Team Training Courses by Zenatta Consulting
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This Issue of AZAAZ was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
-
This week we talk about:
Zoho Creator - 2024 Release Projection 1
Zoho Contracts now supports multi-org feature
New Zoho Writer extension for WordPress
Our Implementation, Read, Code Share, and Tip of the Week
Read the show notes: https://zenatta.com/episode-285/
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
Zoho Team Training Course by Zenatta Consulting
👇 SUBSCRIBE 👇
️YouTube
️Newsletter
️Twitter
Facebook
️LinkedIn
🧠 OTHER RESOURCES 🧠
️Resource Library
️Events
️Club Zenatta
This episode was produced by:
Podcaster Zen - Elevate Your Voice
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com
- Visa fler
