ZOHO APPS VIDEO TIPS AND TRAINING LIBRARY
Search through hundreds of videos on how to do pretty much everything with most Zoho apps. Chat with us if you have questions.
Search by keyword and/or Zoho app (i.e. Zoho Projects)
In this video our expert will guide you through how and when to create your quotes. Learn how to create a quote not just from the Quotes module, but also from Accounts, Deals, and Contracts, and how to create and use multiple templates for your quotes so you can personalize them for your prospective clients.
The second in a series on workflows, in this video we will review workflows in more detail and dive into advanced workflow techniques. Part 2 will focus on a few additional types of workflow rules and schedules. Our expert shows you why and how to use approval rules & processes, why and how to use case escalation rules, and how to use schedules and functions.