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Zoho Expert
United Kingdom
Приєднався 1 сер 2021
I'm Greg, a Zoho Expert Consultant from ZEPartner.net.
My channel is here to help you understand how to get the most out of Zoho. Zoho is extremely customisable to fit your exact business needs. My consulting clients hire me to customise their Zoho systems to automate large parts of their business, to free up their time, reduce human error, and increase professionalism and efficiency.
I make free tutorial videos on UA-cam and I also make in-depth training courses that teach you step by step how to use specific Zoho products and how to automate large parts of your business.
For more information on my training courses, you can visit training.zepartner.net
To hire me to work on your system or to consult with you on the best ways you can use Zoho in your business, you can visit hire.zepartner.net
To find out more about my Zoho CRM Client Portal Extension, ZE Portal, visit zeportal.net/
Thanks for your support!
My channel is here to help you understand how to get the most out of Zoho. Zoho is extremely customisable to fit your exact business needs. My consulting clients hire me to customise their Zoho systems to automate large parts of their business, to free up their time, reduce human error, and increase professionalism and efficiency.
I make free tutorial videos on UA-cam and I also make in-depth training courses that teach you step by step how to use specific Zoho products and how to automate large parts of your business.
For more information on my training courses, you can visit training.zepartner.net
To hire me to work on your system or to consult with you on the best ways you can use Zoho in your business, you can visit hire.zepartner.net
To find out more about my Zoho CRM Client Portal Extension, ZE Portal, visit zeportal.net/
Thanks for your support!
ZE Companies House Assistant V2 | Bulk Companies House Data directly in Zoho CRM | ZEPartner.net
Install ZE Companies House Assistant: crm.zoho.com/market/installPrivatePlugin.do?portalName=zohoexpertus&nameSpace=itlukcha&versionIndex=4515226000000276009
In this video, you will learn how to use the newly updated ZE Companies House Assistant for Zoho CRM. This video shows how to search UK Companies House data and FCA (Financial Services Authority) data directly from within Zoho CRM. We also show how quickly and easily you can add thousands of leads to your system within minutes using the new Advanced Companies House Bulk Search Widget!
Thanks for watching! Please support our channel with a thumbs up, commenting, and subscribing!
Support me by signing up for services using one of my affiliate links:
- Zoho One Free Trial: go.zoho.com/Zod
- Zoho CRM Forever Free (up to 3 users): go.zoho.com/icg
- Siteground Web Hosting: www.siteground.com/index.htm?afcode=a053304d02f1c1d77efa79f8c0046d52
For more information about me, my training courses, hiring me, and my Zoho Community Form, please visit:
- My website: zepartner.net
- ZE Portal Client Portals for Zoho CRM Extension: zeportal.net
- Training Courses: training.zepartner.net
- Zoho Forum: community.zepartner.net
- Hire me: hire.zepartner.net
VIDEO RESOURCES:
ZE Partner Community Forum: support.zepartner.net/portal/en/community/ze-partner
In this video, you will learn how to use the newly updated ZE Companies House Assistant for Zoho CRM. This video shows how to search UK Companies House data and FCA (Financial Services Authority) data directly from within Zoho CRM. We also show how quickly and easily you can add thousands of leads to your system within minutes using the new Advanced Companies House Bulk Search Widget!
Thanks for watching! Please support our channel with a thumbs up, commenting, and subscribing!
Support me by signing up for services using one of my affiliate links:
- Zoho One Free Trial: go.zoho.com/Zod
- Zoho CRM Forever Free (up to 3 users): go.zoho.com/icg
- Siteground Web Hosting: www.siteground.com/index.htm?afcode=a053304d02f1c1d77efa79f8c0046d52
For more information about me, my training courses, hiring me, and my Zoho Community Form, please visit:
- My website: zepartner.net
- ZE Portal Client Portals for Zoho CRM Extension: zeportal.net
- Training Courses: training.zepartner.net
- Zoho Forum: community.zepartner.net
- Hire me: hire.zepartner.net
VIDEO RESOURCES:
ZE Partner Community Forum: support.zepartner.net/portal/en/community/ze-partner
Переглядів: 105
Відео
ZE Portal V1000+ | Tutorial 5: Setting Up Zoho Forms Automation | ZEPartner.net
Переглядів 2077 місяців тому
To find out more or to sign up for a free trial of ZE Portal Client Portals for Zoho CRM, please visit zeportal.net/about In this video, you will learn how to create Zoho Forms that automatically populate from Zoho CRM when the end user loads the form, and how to add the forms as ZE Portal Items so that you can quickly and easily add these forms to Client Portals for your clients to complete. T...
ZE Portal V1000+ | Tutorial 4: Portal User Register/Login Functionality | ZEPortal.net
Переглядів 1678 місяців тому
In this video, you will learn how your ZE Portal End Users can set a password and login to ZE Portal to view multiple portals at once, along with their Zoho Books Invoices and Zoho Sign Documents. To find out more or to sign up for a free trial of ZE Portal Client Portals for Zoho CRM, please visit zeportal.net/about Thanks for watching! Please support our channel with a thumbs up, commenting, ...
ZE Portal V1000+ | Tutorial 3: Create and Use Portals | ZEPortal.net
Переглядів 1648 місяців тому
TUTORIALS FOR ZE PORTAL V1000 AND ABOVE: Video 1: Setup Tutorial: ua-cam.com/video/npV6yysdta4/v-deo.html Video 2: Create Portal and Item Templates: ua-cam.com/video/9zUYXgPtj-4/v-deo.html Video 3: Create and Use Portals: ua-cam.com/video/SIB8Ox5V28c/v-deo.html In this video, you will learn how to create Portals from Portal Templates and how to use ZE Portal from within Zoho CRM. Join this chan...
ZE Portal V1000+ | Tutorial 2: Create Portal and Item Templates | ZEPartner.net
Переглядів 1228 місяців тому
TUTORIALS FOR ZE PORTAL V1000 AND ABOVE: Video 1: Setup Tutorial: ua-cam.com/video/npV6yysdta4/v-deo.html Video 2: Create Portal and Item Templates: ua-cam.com/video/9zUYXgPtj-4/v-deo.html Video 3: Create and Use Portals: ua-cam.com/video/SIB8Ox5V28c/v-deo.html In this video, you will learn how to create ZE Portal Client Portals for Zoho CRM Portal Templates and Item Templates. Thanks for watch...
ZE Portal V1000+ | Tutorial 1: Install and Setup ZE Portal | ZEPartner.net
Переглядів 2358 місяців тому
TUTORIALS FOR ZE PORTAL V1000 AND ABOVE: Video 1: Setup Tutorial: ua-cam.com/video/npV6yysdta4/v-deo.html Video 2: Create Portal and Item Templates: ua-cam.com/video/9zUYXgPtj-4/v-deo.html Video 3: Create and Use Portals: ua-cam.com/video/SIB8Ox5V28c/v-deo.html In this video, you will learn how to set up ZE Portal Client Portals for Zoho CRM for the first time. To find out more or to sign up fo...
Automatically Create Zoho Books Invoice via Zoho CRM Deluge Script | ZEPartner.net
Переглядів 83710 місяців тому
Join this channel to get access to perks: ua-cam.com/channels/a6Q-HpXsI1T75ugiGPWPBA.htmljoin To find out more or to sign up for a free trial of ZE Portal Client Portals for Zoho CRM, please visit zeportal.net/about This video is the third and final video in my series on automating your Deals module in Zoho CRM. In the series, you learn everything you need to automatically create quotes and inv...
Introducing ZE Portal - Zoho CRM Client Portals with automatic document collection
Переглядів 46 тис.Рік тому
Install ZE Portal Now and enjoy a 30-Day Free Trial: marketplace.zoho.com/app/crm/ze-portal-client-portals-for-zoho-crm Unleash the Power of Automatic Client Engagement within Zoho CRM! Engage, collaborate, and streamline your client interactions like never before with ZE Portal, the ultimate SaaS extension for Zoho CRM. With ZE Portal, you can effortlessly create a dedicated Client Portal with...
Introducing ZE Portal Client Portals for Zoho CRM | Product Demo | ZEPortal.net
Переглядів 1,2 тис.Рік тому
For a no risk FREE TRIAL (no credit card details required) visit zeportal.net/ In this video, you will see how ZE Portal Client Portals for Zoho CRM works and just how quick and easy it is to create custom Data Collection Client Portals directly from Zoho CRM. Thanks for watching! Please support our channel with a thumbs up, commenting, and subscribing! Support me by signing up for services usi...
Automatically Create Zoho Books Invoice from Zoho CRM Deal Subform Data (Part 3) | ZEPartner.net
Переглядів 1,1 тис.Рік тому
Join this channel to get access to perks: ua-cam.com/channels/a6Q-HpXsI1T75ugiGPWPBA.htmljoin MY ZOHO CRM EXTENSIONS: - ZE Portal Client Portals for Zoho CRM - Sign up for a FREE TRIAL (no card details required): zeportal.net/about - ZE Logger for Zoho CRM - Sign up for a FREE TRIAL (no card details required): zepartner.net/resources/priority-support/ - ZE Companies House Assistant for Zoho CRM...
Automatically Import Companies House Data to Zoho CRM | ZEPartner.net
Переглядів 193Рік тому
Join this channel to get access to perks: ua-cam.com/channels/a6Q-HpXsI1T75ugiGPWPBA.htmljoin SIGN UP FOR A FREE TRIAL TO ZE COMPANIES HOUSE ASSISTANT HERE (no card details required!): zepartner.net/ze-companies-house-assistant/ To find out more or to sign up for a free trial of ZE Portal Client Portals for Zoho CRM, please visit zeportal.net/about In this video, you will learn how to set up an...
ZE Companies House Assistant for Zoho CRM Extension Setup Tutorial | ZEPartner.net
Переглядів 129Рік тому
Join this channel to get access to perks: ua-cam.com/channels/a6Q-HpXsI1T75ugiGPWPBA.htmljoin To find out more or to sign up for a free trial of ZE Portal Client Portals for Zoho CRM, please visit zeportal.net/about In this video, you will learn how to set up and use the ZE Companies House Assistant for Zoho CRM. Search Companies House from within Zoho CRM and automatically add company data to ...
Automatically Create Client Portals and Client Portal Items from Workflows/Blueprints | ZEPortal.net
Переглядів 867Рік тому
Join this channel to get access to perks: ua-cam.com/channels/a6Q-HpXsI1T75ugiGPWPBA.htmljoin To find out more or to sign up for a FREE TRIAL (no credit card details required) of ZE Portal Client Portals for Zoho CRM, please visit zeportal.net/about In this video, you will learn how to create Workflow Rules and Blueprint Transitions to automatically create Client Portals (or add additional item...
ZE Partner Channel Welcome Video | ZEPartner.net
Переглядів 630Рік тому
Join this channel to get access to perks: ua-cam.com/channels/a6Q-HpXsI1T75ugiGPWPBA.htmljoin To find out more or to sign up for a free trial of ZE Portal Client Portals for Zoho CRM, please visit zeportal.net/about In this video, you will learn how to... Thanks for watching! Please support our channel with a thumbs up, commenting, and subscribing! Support me by signing up for services using on...
Zoho CRM - Automatically Create Quote from Deal Products Subform | ZEPartner.net
Переглядів 2,8 тис.Рік тому
Join this channel to get access to perks: ua-cam.com/channels/a6Q-HpXsI1T75ugiGPWPBA.htmljoin To find out more or to sign up for a free trial of ZE Portal Client Portals for Zoho CRM, please visit zeportal.net/about This video is the second video in my series on automating your Deals module in Zoho CRM. Eventually, you will learn everything you need to automatically create quotes and invoices a...
How to use Forms with ZE Portal Client Portals for Zoho CRM | ZEPortal.net
Переглядів 225Рік тому
How to use Forms with ZE Portal Client Portals for Zoho CRM | ZEPortal.net
How to Create a Client Portal from a Template with ZE Portal Client Portals for Zoho | ZEPortal.net
Переглядів 310Рік тому
How to Create a Client Portal from a Template with ZE Portal Client Portals for Zoho | ZEPortal.net
How to a Create Client Portal Template for ZE Portal for Zoho CRM | ZEPortal.net
Переглядів 332Рік тому
How to a Create Client Portal Template for ZE Portal for Zoho CRM | ZEPortal.net
Automate Document and Data Collection in seconds | ZEPortal.net
Переглядів 615Рік тому
Automate Document and Data Collection in seconds | ZEPortal.net
How to Log Errors & Email Bounces in Zoho CRM - Automatic Emails for Critical Errors | ZEPartner.net
Переглядів 420Рік тому
How to Log Errors & Email Bounces in Zoho CRM - Automatic Emails for Critical Errors | ZEPartner.net
How to Integrate Chat GPT-4 with Zoho CRM via the OpenAI API | ZEPartner.net
Переглядів 8 тис.Рік тому
How to Integrate Chat GPT-4 with Zoho CRM via the OpenAI API | ZEPartner.net
Zoho CRM - Add Products Subform to Deals for future Automations | ZEPartner.net
Переглядів 4,5 тис.2 роки тому
Zoho CRM - Add Products Subform to Deals for future Automations | ZEPartner.net
Channel Update - Future Videos Announcement - Possible Live Q&A Sessions | ZEPartner.net
Переглядів 1502 роки тому
Channel Update - Future Videos Announcement - Possible Live Q&A Sessions | ZEPartner.net
Creating a Connection for Deluge Script in Zoho CRM | ZEPartner.net
Переглядів 1,1 тис.2 роки тому
Creating a Connection for Deluge Script in Zoho CRM | ZEPartner.net
Zoho Workdrive & CRM integration - Automatically Create Additional Folders for Deals | ZEPartner.net
Переглядів 3,2 тис.2 роки тому
Zoho Workdrive & CRM integration - Automatically Create Additional Folders for Deals | ZEPartner.net
How to Automate Your Business - Zoho CRM Blueprints 101 | ZEPartner.net
Переглядів 9 тис.2 роки тому
How to Automate Your Business - Zoho CRM Blueprints 101 | ZEPartner.net
Automatically Add Data to Zoho Sheets from Zoho CRM using Deluge Script | ZEPartner.net
Переглядів 2,9 тис.2 роки тому
Automatically Add Data to Zoho Sheets from Zoho CRM using Deluge Script | ZEPartner.net
Zoho CRM Email Workflows - Automatically chase emails when not responded to | ZEPartner.net
Переглядів 8472 роки тому
Zoho CRM Email Workflows - Automatically chase emails when not responded to | ZEPartner.net
Zoho Expert Client Portal Course Price Reduction and Extra Features | ZEPartner.net
Переглядів 5302 роки тому
Zoho Expert Client Portal Course Price Reduction and Extra Features | ZEPartner.net
Adding a New Domain to Zoho Mail (incl Domain Verification) | Zoho Expert | ZEPartner.net
Переглядів 10 тис.2 роки тому
Adding a New Domain to Zoho Mail (incl Domain Verification) | Zoho Expert | ZEPartner.net