Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded for Friday, July 5, 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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*Don't Miss Any Zoho News, Tips, Events & More*
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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
1:41 Sponsorship
*Zoho News*
2:51 Zoho CRM Org assignment of records based on user roles
4:59 Introducing Zoho's own SMS gateway within Marketing Automation
10:29 Zoho Sign Updates mid ‘24 recap
13:09 Happy National ESIGN Day
14:27 Zoho Writer Add watermarks to your documents
15:51 Zoho Writer Insert image from URL changes
17:02 Zoho Marketing Plus unified marketing calendar
*Implementation of the Week*
19:02 Zoho CRM & Cliq Integration to Generate Channels for New Deals
*Code Share Of The Week*
23:19 Relate Project to Estimate in QuickBooks
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*New On Zenatta*
26:13 Asking The Right Questions For A Successful Zoho and Third-Party Applications Integration via API
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*Tip Of The Week*
28:45 Tax Management in Zoho Books
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*This Week’s Quizzes*
What new options have been added to validation rules in Zoho CRM?
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Wednesday Quiz: What is the purpose of the "Mapping Fields from Lookup Module" feature in Zoho Recruit?
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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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