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.
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Let's walk through the general process of taking a record from a campaign to a deal. You'll learn what campaigns are and how to use them, how to follow a record from a lead to a deal and see how campaigns integrate, see a contacts overview, accounts overview, and look into winning and losing deals and measuring marketing effectiveness.
This video will help you dig into workflows at a high level, providing different use cases and basic examples. You'll see an overview of workflows, how to create a new workflow, how to specify when a workflow should be executed and conditions that must be met, basic workflow options, and use cases and examples.
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.