In this video we will talk about some of the fundamentals in Zoho CRM: Definitions of Lead, Account, Contact and Potential.
There could be 2 types of business scenarios that you might have, B2B (i.e. Business to Business where your products/services might be required by an organization) or B2C (i.e. Business to Consumer where you sell to Individuals) or Both. In this video we will show you how you can use Zoho CRM for these different business scenarios.
In this video we will show you how you can customize or personalize your home page in Zoho CRM.
Home Page provides you with the most important data that requires your attention. So depending upon your role, your requirement about what needs to be displayed in the Home Page would differ.
In this video we will explain the different things you can access from your Zoho CRM Home Page.
In this video we will show you how you can organize your tabs in Zoho CRM.
Tabs represent the different modules in Zoho CRM. Now depending upon your industry or organization requirement, you might need to (a) Rename the Tab or (b) Hide any unwanted tabs.
Looking for changing your Zoho CRM themes?
A theme is a combination of the color of the ribbon and layout of your CRM account. In order to change the theme click Setup>Personal Settings>Theme.
In this video we will show you
(a) How to customize an existing view and
(b) How to create a new view in Zoho CRM.
Looking for adding a value in a Pick List in Zoho CRM?
In this video we will show you how you can add a value into a pick list inside Zoho CRM.
Looking for creating links in a module of Zoho CRM?
In this video we will show you how you can create links inside a module of Zoho CRM.
In this video we will show you how you can take advantage of Macros in Zoho CRM to automate your repetitive processes.
A macro is a rule though which you can send email, create task and update a field for a single or group of records.
Looking for changing your Zoho Account password?
Once you are inside Zoho CRM application, on the top right side you need to click on "My Account" link. In the Zoho Accounts page under the Home tab, click on "Change Password" link. Over here specify your current password and new password. And then save. So your new password gets updated. And now you can use this new password to sign in to all Zoho service.
Looking for linking Dropbox with Zoho CRM?
In this video we will show you how you can link a Dropbox folder with a record in Zoho CRM.
Looking for creating dependent fields in Zoho CRM?
In this video we will show you how you can create dependent fields in Zoho CRM.