Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded for Friday, May 31, 2024, and hosted by Brett Martin & Tyler Colt.
🚨 UPCOMING LIVE STREAMS 🚨
Zoho Thrive Full Product Overview
July 16, 2024, 10:00 AM Pacific Standard Time
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🏥 *Zenatta CRM Health Check Extension* 🏥
A Clean System Is A Better System!
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💥 *Zoho Team Training Programs* 💥
Train Your Team In Less Than A Week!
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🌀 *ZPortals* 🌀
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🎬 *TIMESTAMPS* 🎬
This Episode Was Produced By - Podcaster Zen
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0:00 Intro
2:23 Advertisement
*Zoho News*
3:05 New Zoho Campaigns Team Training Pre-Order
4:08 Domain Changes to Finance Portals
5:58 New Validation Rule Options for Zoho CRM
9:37 Zoho Recruit field mapping from Lookup Module
10:45 Zoho Writer adds Org Fonts
12:30 Zoho Desk Guided Conversation Multichannel Support
15:30 Sridhar’s “Distconomics”
*Implementation of the Week*
21:20 Automated Zoho Project Archiving via Scheduled Functions
*Code Share Of The Week*
26:45 Send Zoho Sign Document to Signature Using a Template from a CRM Button
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28:44 Zoho Desk - Contact split First and Last name
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Announcements & Events
29:55 Zenatta Coding Competition
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*New On Zenatta*
32:01 10 FREE Marketplace Extensions for Zoho Desk
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*Tip Of The Week*
33:55 Canvas View Tutorial for Zoho CRM
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*This Week’s Quizzes*
How does Zoho Bigin facilitate initiating conversations with WhatsApp?
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What feature does Zoho Notebook introduce with the concept of nested collections?
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💻 *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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