I started with zoho because a client introduced me to it. id never had a CRM or anything before so I dont know how any of this works and am really really hating it so far. I can see that there is a ton of built in value, which is why ive kept it and keep trying to figure it out, im just frustrated with how complicated it has been to use. I cant figure out how to make any of it work together, so im really hoping that your videos will help get this figured out once and for all.
Thank you for making this! I'm currently watching Deals. However, I've noticed many differences in my program versus what your showing. Specifically the Convon view, I don't have that option. Also I'm trying to follow along in Deals, but it's not configured at all. Its asking, "How do you monitor your Sales?". Do you have a video on configuration? Thank you for your time!!!!!!
Hi there, just wondering whether u would be able to help answer a question of mine. Under the field layout section, how do u make it so that u are able to tick a checkbox and the field is able to automatically fill in with the relevant details. Lets say in this case when choosing the specific account, there are 3 different delivery addresses linked to it, how do u make it so that when i check the 3rd box it will give me the details to the 3rd delivery address for that specific account.
Drew, very clear and helpful. In my long experience what matters most (to me at least) for a CRM is ease and speed of working with records and entering data. Do you have a video that shows entering data by mouse or keyboard tabbing, shows keyboard shortcuts, shows importing a new lead or contact (not in .csv bulk) from say a received email or from LinkedIn? Thanks!
Hello! I have a very basic but possibly complicated question. I have a client that brought ZOHO to me as I’ve worked with other CRM systems in the past and this is their preferred system they want to now move forward with. However, I’m not sure how the ownership or admin works if I set it up with my own email then transfer ownership like I have with other systems. Or, should I walk them through the setup process so that they’ll have to initially start with their own email address. My only worry is that they’ll have access to the system before everything is setup, I’m sure they’ll get email alerts about everything I trigger and test, etc. Any advice is much appreciated!
I have been working with Zoho for several years, and this is by far the best training video on it I have found!
Thank you! Stay tuned because our future free training videos will be even better. 😉
I agree
I have been searching for a video like this one for 3 years! THANK YOU!
Love to hear it!! Glad you found it helpful.
Thank you so much, you don't know how much this training has increased my confident with using Zoho. Thanks 🙏🏿
Really good content, I have learned many new things here. thanks!
Glad you enjoyed it!
Awesome Video!!! Thank You
Glad you liked it!
was really helpful, thanks man.
Of course! I’m happy you found it helpful.
VERY HELPFUL. THANK YOU SO MUCH
Glad it helped!!
amazing video, how can I get that excel you showed in the video ??
I started with zoho because a client introduced me to it. id never had a CRM or anything before so I dont know how any of this works and am really really hating it so far. I can see that there is a ton of built in value, which is why ive kept it and keep trying to figure it out, im just frustrated with how complicated it has been to use. I cant figure out how to make any of it work together, so im really hoping that your videos will help get this figured out once and for all.
I hope so too!
You aren’t alone.
Advanced CRM systems are inherently complicated.
Focus on getting a minimum viable system up and go from there.
Thank you for making this! I'm currently watching Deals. However, I've noticed many differences in my program versus what your showing. Specifically the Convon view, I don't have that option. Also I'm trying to follow along in Deals, but it's not configured at all. Its asking, "How do you monitor your Sales?". Do you have a video on configuration? Thank you for your time!!!!!!
Helpful video, thanks. How would you manage Quotes in CRM and POs and Invoices in Zoho Books?
Hi there, just wondering whether u would be able to help answer a question of mine. Under the field layout section, how do u make it so that u are able to tick a checkbox and the field is able to automatically fill in with the relevant details. Lets say in this case when choosing the specific account, there are 3 different delivery addresses linked to it, how do u make it so that when i check the 3rd box it will give me the details to the 3rd delivery address for that specific account.
Where can we download the CRM Journey Map? Subscribed to Training but can't seem to find a download within the course
Drew, very clear and helpful. In my long experience what matters most (to me at least) for a CRM is ease and speed of working with records and entering data. Do you have a video that shows entering data by mouse or keyboard tabbing, shows keyboard shortcuts, shows importing a new lead or contact (not in .csv bulk) from say a received email or from LinkedIn? Thanks!
Great video thanks for going over all the aspects of this CRM. I still don't know how to get my Salesforce data into it...
Did you see the migration section of the video?
No I didn’t. I saw the section that you had bookmarked (below the video), but I didn’t see a section 4 migration
Hello! I have a very basic but possibly complicated question. I have a client that brought ZOHO to me as I’ve worked with other CRM systems in the past and this is their preferred system they want to now move forward with. However, I’m not sure how the ownership or admin works if I set it up with my own email then transfer ownership like I have with other systems. Or, should I walk them through the setup process so that they’ll have to initially start with their own email address. My only worry is that they’ll have access to the system before everything is setup, I’m sure they’ll get email alerts about everything I trigger and test, etc. Any advice is much appreciated!
Howdy! Just looked at mine, you can change the email later easily.
@@shadowknyt5207 perfect thank you for your response!
Travis Kelce Eras INC haha
😉
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Exactly! Well said. You’re definitely not a bot.