Crafting Clouds
Crafting Clouds
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Understanding Loops in Method:CRM
In this video, I walk you through using loops within Method:CRM.
0:00 Intro
1:18 Understanding what loops are with a Buffet Line example
8:30 Updating a list of estimates status using Loop through Grid action in Method:CRM
15:50 Loop through Grid vs. Loop through Table
19:50 Let's connect!
📺 If you enjoyed this tutorial, you can find more method:crm tutorials here: www.youtube.com/@CraftingClouds
🤝🏻If you need help building an app, feel free to email me at yousif@craftingclouds.com or by visiting www.craftingclouds.com
Переглядів: 13

Відео

Why Method:CRM is the #1 CRM for QuickBooks!
Переглядів 2662 місяці тому
In this video, I show you why Method:CRM is the #1 CRM for QuickBooks, supported by 1700 reviews averaging 4.5 stars on QuickBooks Marketplace (quickbooks.intuit.com/app/apps/appdetails/method_crm/en-global/) 0:00 Intro 0:50 Seamless bilateral sync with QuickBooks and Xero 1:10 Invoice view in Method:CRM 1:35 Benefit #1: Allowing intended access to your team without having to touch QuickBooks 3...
Building a MARKETPLACE in Method:CRM
Переглядів 958 місяців тому
In this video, I show you a simple example of how you can build a marketplace for your QuickBooks customers in Method:CRM! 0:00 Intro 1:15 Adding a field to the items table 1:50 Adding the field to the screen and setting your version to live 8:35 Intro to the method portal 12:30 Creating a new marketplace screen 14:05 Updating security options for the new marketplace screen 15:45 Adding a nav b...
Bubble: How to integrate your bubble app with ConvertKit
Переглядів 1099 місяців тому
In this video, I show you a simple example of how you can integrate your bubble app with ConvertKit! 0:00 Intro 0:30 Getting the ConvertKit plugin by zeroqode (bubble.io/plugin/convertkit-1504820301126x885606319597813800) 1:00 Grabbing your secret API Key from ConvertKit 1:33 Building out the ConvertKit Integration 6:34 Testing out the integration 📺 If you enjoyed this tutorial, you can find mo...
Free Sales App in Bubble: Viewing your Dashboard
Переглядів 4910 місяців тому
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
Free Sales App in Bubble: How to track your tasks
Переглядів 5010 місяців тому
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
Free Sales App in Bubble: How to track your sales (Deals)
Переглядів 3810 місяців тому
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
Free Sales App in Bubble: How to track your products/services
Переглядів 2310 місяців тому
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
Free Sales App in Bubble: How to track your customers
Переглядів 3410 місяців тому
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
How to get my free Sales app in Bubble!
Переглядів 3210 місяців тому
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
I created a FREE Sales App in Bubble!
Переглядів 6010 місяців тому
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
Bubble: How to sort using custom states
Переглядів 148Рік тому
🤝 Do you work in a niche industry and there is no suitable app to meet your needs. Let me help you build the app for your business in as quickly as 30 days! Email yousif@craftingclouds.com or by visiting my website www.craftingclouds.com ACCESS TO THE TASK LIST BUILT IN THIS VIDEO bubble.io/page?type=page&name=overall_page&id=kanban-45176&tab=tabs-1 0:00 Intro 0:25 Custom State Definitions with...
Bubble: How to build a chart
Переглядів 848Рік тому
🤝 Do you work in a niche industry and there is no suitable app to meet your needs. Let me help you build the app for your business in as quickly as 30 days! Email yousif@craftingclouds.com or by visiting my website www.craftingclouds.com ACCESS TO THE DOUGHNUT CHART BUILT IN THIS VIDEO bubble.io/page?type=page&name=doughnutchart&id=kanban-45176&tab=tabs-1 0:00 Intro 1:18 Step 1 - Install 'Chart...
Bubble: How to build a Kanban board
Переглядів 1,3 тис.Рік тому
🤝 Do you work in a niche industry and there is no suitable app to meet your needs. Let me help you build the app for your business in as quickly as 30 days! Email yousif@craftingclouds.com or by visiting my website www.craftingclouds.com ACCESS TO KANBAN BOARD BUILT IN THIS VIDEO bubble.io/page?name=index&id=kanban-45176&tab=tabs-1 STEPS ON HOW TO BUILD A KANBAN BOARD IN BUBBLE 0:00 Intro 0:31 ...
Salesforce: Forecast Ranges and Quotas
Переглядів 2,2 тис.Рік тому
🤝 Does your sales team waste time tracking/updating deals on spreadsheets instead of SELLING? Let me help you get your sales team onboarded on Salesforce by emailing yousif@craftingclouds.com or by visiting my website www.craftingclouds.com 0:00 What is a Forecast Range? 8:11 Quotas In this video, I look setup Forecast Ranges and explain the difference between Monthly and Quarterly forecasts. I...
Salesforce: Forecast Adjustments and Categories
Переглядів 2,5 тис.Рік тому
Salesforce: Forecast Adjustments and Categories
Salesforce: Creating a Forecast Type
Переглядів 1,6 тис.Рік тому
Salesforce: Creating a Forecast Type
Salesforce: Intro to Forecasting and Setting Up the Forecast Hierarchy
Переглядів 3,1 тис.Рік тому
Salesforce: Intro to Forecasting and Setting Up the Forecast Hierarchy
Salesforce: Sales App vs Sales Console App
Переглядів 416Рік тому
Salesforce: Sales App vs Sales Console App
Salesforce: Organization Wide Defaults (OWD) vs Profiles
Переглядів 171Рік тому
Salesforce: Organization Wide Defaults (OWD) vs Profiles
Salesforce: How to log in as any user
Переглядів 117Рік тому
Salesforce: How to log in as any user
PART 4: Automation with the Action Editor in method:CRM!
Переглядів 81Рік тому
PART 4: Automation with the Action Editor in method:CRM!
PART 3: Adding an Editable Grid in method:CRM!
Переглядів 61Рік тому
PART 3: Adding an Editable Grid in method:CRM!
PART 2: Managing Dropdowns and Editing Stages in method:CRM
Переглядів 124Рік тому
PART 2: Managing Dropdowns and Editing Stages in method:CRM
PART 1: Building a Custom App in method:CRM
Переглядів 384Рік тому
PART 1: Building a Custom App in method:CRM

КОМЕНТАРІ

  • @GJMartinez.
    @GJMartinez. 8 годин тому

    will this dissapear when theres no data?

  • @ro542
    @ro542 4 дні тому

    Thank you so much 🙏🏿 This is so valuable

  • @mnakacebile3097
    @mnakacebile3097 29 днів тому

    Hi, I have an issue with my forecasting dashboard. I can't see the opportunities that each user have. for clarity purposes the users have opportunity under their names.

  • @BuildAppsWithoutCode
    @BuildAppsWithoutCode 2 місяці тому

    Let's go!

  • @FaiyazuddinShaik-s3n
    @FaiyazuddinShaik-s3n 2 місяці тому

    Nicely explained!!! Thanks a lot.

  • @fheralanis
    @fheralanis 2 місяці тому

    Great tutorial !! thank you so much !!

  • @AnnaClaraLeal-r4p
    @AnnaClaraLeal-r4p 2 місяці тому

    Thanks for your help! I have a question though: It's possible to create a new Forecast Category? I have found the button New on the object manager but I wasnt able to find a way to create a new Status category - and also I can't associate to the ones already created. Do you have any solution or do I need to just change the labels?

  • @agentshevylabs7872
    @agentshevylabs7872 3 місяці тому

    Thanks for this video. Super explained. Though I can't seem to get it to work for me (Adjustment) I have setup the Forecast Hierarchy, of which I'm the Manager Yet, I'm unable to adjust the forecast of the Users just below me or even my own forecasts. The Pencil icon doesn't just show. I'm an Admin by the way with Allow Forecast permission

    • @rcdodd021
      @rcdodd021 3 місяці тому

      Had the same issue. Make sure the managers have the app permission of Override Forecasts enabled. Once I added that to a custom permission set and granted it to a manager, she could adjust the forecasts for those rolling up to her in the hierarchy.

    • @agentshevylabs7872
      @agentshevylabs7872 3 місяці тому

      @@rcdodd021 Thanks buddy. I went back and created a permission set for it. It worked Its kinda weird though since I'm a System Admin with the "Override Forecast" permission already.

  • @ajmound790
    @ajmound790 3 місяці тому

    I went through 3 other tutorials & tried a template to attempt to figure this out. Yours' did it for me so thank you. I went to this last since the 20-minute time was intimidating. You made it simple and clear.

  • @abhineetthakur9514
    @abhineetthakur9514 4 місяці тому

    Nice Brother ...Make more video on Method Crm How to send custom email with pdf in the mail . Schedule the app routines for custom Time.

  • @OsmanJanjua-r2j
    @OsmanJanjua-r2j 4 місяці тому

    Very helpful video thank you. I'm trying to use the editable grid with a button to the mapping function to build route for sales agents, having a tough time!

  • @TheOrbitalRoxo
    @TheOrbitalRoxo 4 місяці тому

    Thank you for your helping!

  • @romimadia6467
    @romimadia6467 5 місяців тому

    How do you change the columns from dollars to numbers? we do not sell by revenue, but by widget

    • @CraftingClouds
      @CraftingClouds 4 місяці тому

      Hi! You could base your forecast type off of a Quantity field which reflects the # of widgets you sell.

  • @theglobetrotter7647
    @theglobetrotter7647 5 місяців тому

    I was really struggling to understand forecasts and was looking for some helpful tutorial on youtube. Thankfully, I stumbled upon your playlist and now I feel a lot at ease with my understanding of forecasts! Thanks Yousif!

  • @karanagrawal7234
    @karanagrawal7234 6 місяців тому

    Hey Thanks for the explanation! But a suggestion - it is challenging to see clearly on your screen because of the font size. You can try zooming in while recording.

    • @CraftingClouds
      @CraftingClouds 4 місяці тому

      thank you for the suggestion! will take that into consideration next time.

  • @TheOtherMeLexy
    @TheOtherMeLexy 6 місяців тому

    Thank you for such a good explanation🤩

  • @thegrandarchitect7917
    @thegrandarchitect7917 7 місяців тому

    Hi, how do you enable the forecast type to show a custom field? It doesn't show up on the available fields.

  • @dragipeco2801
    @dragipeco2801 8 місяців тому

    Thank you!

  • @lynnmay6436
    @lynnmay6436 9 місяців тому

    P r o m o s m 😓

  • @camelliagh5315
    @camelliagh5315 9 місяців тому

    Very useful. Thanks.

  • @151manasa
    @151manasa 9 місяців тому

    i wish to build a product catalog with a built-in shopping cart where users can view product info, input quantity amount with a running total as they browse. can you do a video on that.

    • @CraftingClouds
      @CraftingClouds 9 місяців тому

      Ok! ill look into making one for you soon.

  • @nicolamitcham5986
    @nicolamitcham5986 9 місяців тому

    Hi what about where you’re a sales team manager and you have a personal quota and your teams quotas , can you see your personal attainment against your quota and your teams quotas + yours and the team attainment to date against it, is that possible to achieve ? Thanks for the video!

    • @CraftingClouds
      @CraftingClouds 9 місяців тому

      unfortunately this is not possible OOB unless you go custom. This has been submitted to salesforce on Feb 27, 2024: ideas.salesforce.com/s/idea/a0B8W00000QNgFwUAL/tracking-of-managers-individual-quotas

    • @nicolamitcham5986
      @nicolamitcham5986 9 місяців тому

      @@CraftingClouds thanks for your reply !

  • @pablovazquez5242
    @pablovazquez5242 10 місяців тому

    Hello, I have a quick question for you Yousif. I implemented this functionality, and only I, as an administrator, can see this forecast panel, but the sales director and other users cannot see it. Additionally, I noticed that in your video, there is an icon at the top right for sharing, but I don't see it. Can you shed some light on this for me?

    • @CraftingClouds
      @CraftingClouds 9 місяців тому

      Sorry for the late reply pablo! Not sure if you figured it out, but here is what I would do. For forecasts not showing, make sure 'Allow Forecasting' is enabled on their user record, then continue to their assigned profile settings and ensure that Forecasts tab is set to 'Default On'. For forecast sharing, you need to ensure that your user that is logged in is set up as the Forecast Manager within the Forecast Hierarchy. Hope this helps!

  • @quentinriviere7128
    @quentinriviere7128 10 місяців тому

    I think your video saved my life! Great job

  • @acantidio
    @acantidio 10 місяців тому

    Hey there! That was a great video! Please keep up with these tutorials! Shout out from Brazil

  • @BasedTeeth
    @BasedTeeth 11 місяців тому

    Good video!

  • @BasedTeeth
    @BasedTeeth 11 місяців тому

    Thanks. This was explained well.

  • @exploreyourdreamlife
    @exploreyourdreamlife Рік тому

    Now I can easily log in my Salesforce account! Thanks to the creator for their engaging content in this video. Liked and Subbed!

  • @salesforcenow
    @salesforcenow Рік тому

    Crucial feature when testing updates for your users! Great video.

    • @CraftingClouds
      @CraftingClouds Рік тому

      I agree! I found this option to be something that wasn't as straight forward to find. Figured I'd share the info.

  • @farazehkhalid
    @farazehkhalid Рік тому

    Love the energy! Keep the videos coming!

  • @jmtamburro3888
    @jmtamburro3888 Рік тому

    Very helpful! Keep the content coming