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- Просмотров 487 731
BluRoot
Канада
Добавлен 18 янв 2019
We're dedicated to Zoho products' updates and step-by-step guides to learn how to navigate the 55+ applications from the Zoho Suite. Our goal is to enable you, our audience, to set things up on Zoho on your own.
We have 8+ years of industry knowledge as Zoho premium partners, so if you have any questions about how to get going with Zoho or which app would be best for your objectives, we're here for you.
If you have any questions or suggestions for future videos, please leave us a comment, send us an email at sales@bluroot.ca, or join our FREE office hours: bluroot.ca/office-hours/
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Texting for Zoho CRM
bluroot.ca/blutext/
Move Data in your Zoho CRM
bluroot.ca/wes/
Mortgage CRM
blumortgage.ca/
Want to support Bluroot? Tag us as your Zoho Partner:
bluroot.ca/zoho-partner-program/
We have 8+ years of industry knowledge as Zoho premium partners, so if you have any questions about how to get going with Zoho or which app would be best for your objectives, we're here for you.
If you have any questions or suggestions for future videos, please leave us a comment, send us an email at sales@bluroot.ca, or join our FREE office hours: bluroot.ca/office-hours/
----------
Texting for Zoho CRM
bluroot.ca/blutext/
Move Data in your Zoho CRM
bluroot.ca/wes/
Mortgage CRM
blumortgage.ca/
Want to support Bluroot? Tag us as your Zoho Partner:
bluroot.ca/zoho-partner-program/
What's is Zoho CRM Task View? | Zoho CRM Task View Explained | Zoho CRM Video Guide
Blu Inner Circle
bluinnercircle.com/
Dive into the future of task management with our latest video on Zoho CRM's game-changing feature! Discover how you can now take control of your workflow by customizing the format of tasks in the new Zoho CRM update.
Say goodbye to the one-size-fits-all approach - the revamped activity-related list empowers you to tailor your task view to your unique preferences. Reorder, filter, and personalize your tasks, making your productivity soar! Whether you're a meticulous planner or a visual thinker, Zoho CRM's customizable task format ensures that your activities are organized just the way you want.
In this video you'll find:
00:00 - Intro
01:09 - How to find th...
bluinnercircle.com/
Dive into the future of task management with our latest video on Zoho CRM's game-changing feature! Discover how you can now take control of your workflow by customizing the format of tasks in the new Zoho CRM update.
Say goodbye to the one-size-fits-all approach - the revamped activity-related list empowers you to tailor your task view to your unique preferences. Reorder, filter, and personalize your tasks, making your productivity soar! Whether you're a meticulous planner or a visual thinker, Zoho CRM's customizable task format ensures that your activities are organized just the way you want.
In this video you'll find:
00:00 - Intro
01:09 - How to find th...
Просмотров: 1 266
Видео
How to Use Canvas View Rules in Zoho CRM | Canvas View in Zoho CRM | Zoho CRM Tutorial
Просмотров 1,4 тыс.Год назад
Blu Inner Circle bluinnercircle.com/ Zoho CRM has recently upgraded their canvas feature which now allows you to so much more! In this video I'll show you how to customize the Canvas feature in your CRM to put your business into overdrive. Specifically I will show: 00:00 - Intro 01:31 - How to find the new Canvas feature 02:03 - How to use the Canvas Rule feature 04:43 - General tips and tricks...
Track Bids and Submissions in Zoho CRM
Просмотров 573Год назад
If you're a broker, general contractor, travel agent, or anyone who works with multiple vendors to get the best price for your client, then you need a better way to track this process in Zoho CRM. The Submission Information Dashboard (SID) makes this easy. In this video we show you how to: 00:00 - Introduction 01:01 - Install the Extension 02:06 - Best Practices for Your Deal 03:08 - Begin Usin...
[New] ChatGPT in Zoho CRM | How to use ChatGPT in Zoho CRM to Write an Email in Seconds | Zoho Guide
Просмотров 3,3 тыс.Год назад
Still have some questions? Register for our FREE office hours to get 1-on-1 time with a Zoho Expert: bluroot.ca/office-hours/ ChatGPT and Zoho CRM are now integrated, and in this video we show how to use ChatGPT within your CRM to drastically reduce email composition time and add a consistency in communication. Specifically: 00:00 - Introduction 01:28 - How to integrate ChatGPT 02:59 - How to c...
Zoho CRM for Financial Advisors | Zoho for Financial Advisors | Best CRM for Financial Advisors
Просмотров 2 тыс.Год назад
Zoho CRM is a great tool for Financial Advisors. Get access to the pre-built Zoho template used by 100s of advisors: cloven.ca/ You can manage everything from your leads, active policies, investments and more. In this video we go through: 00:00 - Introduction 00:54 - How to setup Zoho for Financial Advisors 02:36 - How to manage leads 05:20 - How to manage existing clients 08:02 - How to run re...
[NEW UI] Update Fields on Related Records in Zoho CRM | Update Related Records using WES in Zoho CRM
Просмотров 618Год назад
Want to use the WES Advanced Field Update? Get started with a 10-day FREE trial: bluroot.ca/wes In Zoho CRM, a parent record often has information that needs to be shared with each related record. However, to do this, you'll need to either manually copy-paste or write custom code. This is where the WES (Workflow Enhancement Suite) Advanced Field Update comes in. Our WES tool has had an update t...
NEW: Chat GPT in Zoho Writer | Learn how to use ChatGPT in Zoho Writer for Content Generation
Просмотров 699Год назад
Blu Inner Circle bluinnercircle.com/ For a limited time only, use the coupon BLUEARLYBIRD to get 40% off ChatGPT and Zoho Writer are now integrated. In this video I explain how you can use ChatGPT to interact with your writing and how it can enhance what you do. Specifically I go through: 00:00 - Intro 01:26 - How to setup a ChatGPT account and How to integrate that account with Zoho Writer 02:...
Zoho CRM Reports Walkthrough | How to use Zoho CRM Reports | Zoho CRM Tutorial | Zoho Expert
Просмотров 716Год назад
Blu Inner Circle bluinnercircle.com/ For a limited time only, use the coupon BLUEARLYBIRD to get 40% off Zoho CRM Reports have changed the way that they look and feel. With this change comes a ton of new functionality, but for some it may be confusing. In this video I walk through: 00:00 - Intro 01:26 - How to find the new Zoho CRM Reports 02:24 - How to build the parent child relationships in ...
Zoho CRM for Life Insurance Brokers | How to Use Zoho CRM as a Life Insurance Broker | Zoho Experts
Просмотров 1,4 тыс.Год назад
Zoho CRM for Life Insurance Brokers | How to Use Zoho CRM as a Life Insurance Broker | Zoho Experts
NEW in Zoho CRM: Filtered Lookups | Zoho CRM Updates | Filter Lookups in Zoho CRM
Просмотров 375Год назад
NEW in Zoho CRM: Filtered Lookups | Zoho CRM Updates | Filter Lookups in Zoho CRM
Welcome to the Blu Inner Circle | Bluroot's community | Blu Inner Circle is officially live!
Просмотров 114Год назад
Welcome to the Blu Inner Circle | Bluroot's community | Blu Inner Circle is officially live!
Zoho CRM: Security Control and Permissions Walk-through
Просмотров 472Год назад
Zoho CRM: Security Control and Permissions Walk-through
NEW: Zoho for Commercial Insurance | CRM for Commercial Insurance Agents
Просмотров 1,2 тыс.Год назад
NEW: Zoho for Commercial Insurance | CRM for Commercial Insurance Agents
Zoho CRM: How To Setup Workflows Rules Properly | Tips and Best Practices for Zoho CRM Workflows
Просмотров 1,5 тыс.Год назад
Zoho CRM: How To Setup Workflows Rules Properly | Tips and Best Practices for Zoho CRM Workflows
Zoho CRM Functions | Best Practices on Data Management and Debugging in Zoho CRM | Zoho CRM Deluge
Просмотров 493Год назад
Zoho CRM Functions | Best Practices on Data Management and Debugging in Zoho CRM | Zoho CRM Deluge
Zoho Motivator | How to use Zoho for gamification, KPI and targets tracking | Zoho Video Tutorial
Просмотров 1,2 тыс.Год назад
Zoho Motivator | How to use Zoho for gamification, KPI and targets tracking | Zoho Video Tutorial
Get Started with WES for Zoho CRM | Learn how WES is helping Zoho CRM users!
Просмотров 718Год назад
Get Started with WES for Zoho CRM | Learn how WES is helping Zoho CRM users!
[NEW] Parallel Transitions in Blueprints in Zoho CRM | Zoho CRM Blueprints | Zoho Video Tutorial
Просмотров 1 тыс.Год назад
[NEW] Parallel Transitions in Blueprints in Zoho CRM | Zoho CRM Blueprints | Zoho Video Tutorial
How to Import Data Into Zoho CRM | Zoho CRM Import - How to | Zoho CRM Video Tutorial | Zoho Expert
Просмотров 2,6 тыс.Год назад
How to Import Data Into Zoho CRM | Zoho CRM Import - How to | Zoho CRM Video Tutorial | Zoho Expert
Zoho CRM Email Authentication: A MUST | Zoho Updates | Zoho Video Tutorial | Zoho Premium Partner
Просмотров 1,9 тыс.Год назад
Zoho CRM Email Authentication: A MUST | Zoho Updates | Zoho Video Tutorial | Zoho Premium Partner
[NEW] Zoho CRM Workflow: Run On Section | Zoho Updates | Zoho Video Tutorial | Zoho Premium Partner
Просмотров 522Год назад
[NEW] Zoho CRM Workflow: Run On Section | Zoho Updates | Zoho Video Tutorial | Zoho Premium Partner
How to setup a webinar using Zoho Meeting | Zoho Tutorial | Zoho Expert
Просмотров 2,8 тыс.Год назад
How to setup a webinar using Zoho Meeting | Zoho Tutorial | Zoho Expert
[NEW] Zoho Client Scripts And What They Are Used For | Zoho Video Guide | Zoho Expert
Просмотров 675Год назад
[NEW] Zoho Client Scripts And What They Are Used For | Zoho Video Guide | Zoho Expert
Zoho CRM Layouts & How to Use Them | Learn why you should use a layout & best practices | Zoho Guide
Просмотров 847Год назад
Zoho CRM Layouts & How to Use Them | Learn why you should use a layout & best practices | Zoho Guide
How to Integrate Zoho CRM and Zapier Through Webhooks | Learn How to Connect Zoho CRM with Zapier
Просмотров 3,9 тыс.Год назад
How to Integrate Zoho CRM and Zapier Through Webhooks | Learn How to Connect Zoho CRM with Zapier
Integrating Zoho CRM and Zoho Cliq | How to Integrate Zoho CRM and Zoho Cliq | Zoho Tutorial Video
Просмотров 532Год назад
Integrating Zoho CRM and Zoho Cliq | How to Integrate Zoho CRM and Zoho Cliq | Zoho Tutorial Video
Setting Up More Than One Email Signature in Zoho CRM | How to set up multiple signatures in Zoho CRM
Просмотров 632Год назад
Setting Up More Than One Email Signature in Zoho CRM | How to set up multiple signatures in Zoho CRM
Getting Started with Zoho SalesIQ | Learn how to use Zoho SalesIQ & best practices | Zoho Tutorial
Просмотров 3 тыс.Год назад
Getting Started with Zoho SalesIQ | Learn how to use Zoho SalesIQ & best practices | Zoho Tutorial
How to use Zoho CRM Mobile App | Getting Started with Zoho CRM Mobile App and Basic Functions
Просмотров 1 тыс.Год назад
How to use Zoho CRM Mobile App | Getting Started with Zoho CRM Mobile App and Basic Functions
How to Sync Zoho Campaigns with Zoho CRM: Updated | Syncing Zoho Campaigns with Zoho CRM
Просмотров 1,2 тыс.Год назад
How to Sync Zoho Campaigns with Zoho CRM: Updated | Syncing Zoho Campaigns with Zoho CRM
dude, invest in a mic... Had to leave after 20 sec
Hello, I’d love to connect with you as I am setting up our zoho crm and still learning my way around.
Thanks! You cleared up a few things for me.
This video is no longer revelant with the current Zoho CRM. Is there a more updated video? Thanks for your videos.
Great video, thank you!
Where is Zoho Learn?
As a Salesforce admin whos company is switching to Zoho, I can see a lot of similarities...which eases my anxiety of having to learn a new platform!
This no longer works with the newer version of Zoho CRM. I’ve tried every option I can find and none of them work, I’m at my wits end!!
This video was useless to me as it does not match the Zoho set up i already started and appears out of date to the newest version. I was not able to find anything you pointed out.
When I upload a video, I do not get the thumbnail options pop up. And there are no hashtag groups. Is this the standard plan?
Are we able to connect multiple facebook pages in zoho ?
There are many fields in the video you are not allowed to deactivate ! How I can deactivate them?
Hello, were trying to use Zoho expense, to record all our company expenses and use thios to calculate our VAT / Tax, we use this to offset our VAT/TAX bill. When I submit a report in Zoho Books it gets put into Employee Reimbursements, When itry to edit it it has a message saying (Paid through account can be edited only for non reimbursable expenses). Do you know how to change this. Thanks
Hi, Will the emails sent or received on these organisation emails be shared in the differents modules in Zoho ? We are currently synchronizing our Outlook boxes for each users in Zoho, but for now we haven't find a solution to share the mail sent or received with our organisation emails. Thanks for you support!
Great video all in one! Ques - I need a CRM that will upload Whatsapp personal into the CRM - as our leads come through personal referrals only and those chats are key for starting the lead/customer tracking. Is there any crm - zoho or otherwise that would allow our personal whatsapp convos to be uploaded into or CRM automatically? Thanks in advance!
Same question as some others - would love to know what the replacement is since Custom Actions seems to be sunset.
PLEASE STOP USING BACKGROUND MUSIC. Ity would be so much easier to understand you clearly without annoying too loudmusic stractions
Thank you for the informative video. I would like to know more about how I can utilize the Email Template feature to summarize a quote for my customers. It appears that this functionality is not available. Could you please provide further information on this matter? How do you send your estimates to your clients?
Massimo, you are very good at Zoho.
Can you please answer all the comments asking about the "Custom Actions" no longer being there, please!! This tutorial is useless without that. Edit: Found it. It seems like it's a paid add-on from his company he failed to mention. That's a scummy video tutorial in my opinion.
Thanks for the video! Can I also receive the reply to this organizational email in the CRM (without an extra user licence)?
Do we also have the ability to schedule a mass SMS?
Do we also have the ability to schedule a mass SMS?
bluchat's a game changer! The Zoho CRM app doesnt allow for instant messaging (responding) to via this same way - is this something you guys are working for, to make it easier for us to respond to messages?
such amazing features thank you for making this video! one question for your team, the bluchat is amazing feature, but doesnt allow for instant messaging on the Zoho CRM app. Is this something you guys are working for, to make it easier for us to respond to messages?
Hi - appreciate the video. Do you know if data flows back from Campaigns to CRM? For instance, can I see the emails sent to a contact through Campaigns in CRM? Maybe even do some lead scoring based on the emails opened in Campaigns?
Very good video. Thanks.
Very well explained
2:32 is the country should be the country of registrat6of LLC or company. Like i am from Pakistan, but my LLc is registered in US Delaware
How to change the predefined text in the chatbox, such as »Chat with us now!« and »Type your message and hit Enter«?
Can i send the expenses I tracked on zoho to someone in WhatsApp
I have a question please. Can we send up to 20000 emails to 20000 contacts in Zoho CRM? At what cost compared to Zoho campaigns? Thanks!
We can do that with workflows, no?
how to change font in zohodesk email
i cant get past the first step, as soon as i create the new secrete key, it generates it, and when i copy/paste into the box, and then i get a notice that says Invalid API Key in Red in the CRM Enable SMart Prompt Popup....
FilterBounce is far superior in email verification accuracy compared to other tools discussed here.
This video discussing the importance of email authentication in Zoho CRM is really informative.
I got started with FilterBounce free plan, now I swear by its API for contact form verification.
Email Verification is incomplete without FilterBounce, it is a must-have for any marketer.
Bounce rate remains under 1% with FilterBounce, that is unbeatable accuracy.
It's pretty useless. I've never seen Zia generate anything useful. It doesn't find data by email address (but it 10 seconds I can). Doesn't try to use a mobile phone number (often might find a FB profile) - and it doesn't have a go at name (often there's a unique enough name, combined with location to ID the person - takes 30 seconds on Google). It's never predicted a good time to call. And we have over 12,000 prospects.
Do you know how to " Put create button" on a motivator for a user who does not have admin access please? When i logged in with admin access there is a create button but with standard access there in create button. I want to allow the manager to create their dashboard while giving them a standard access but cant find a way out ..
Where is the SMTP setup tutorial?
The email template builder does not show up when I click the create template button.
You got error messages in your video and just blew past them like it was all ok.
fantastic video thank you.
Having trouble figuring out how to have the shared hosting page figure out the right tax. We have the stripe integration, but the shared hosting page always uses the default tax authority ? We have customer address information, but it appears no way to send that to the hosted page to calculate the right tax. Any ideas?
Hello, unfortunately I've been looking for a solution to use Zoho Desk for emails for a long time, but the problem that I can't add my own company emails doesn't lead me to a solution. Is it even possible not to use Zoho Desk Mail to communicate with a customer via a desk ticket over multiple e-mails. The problem is the different incoming and outgoing email addresses. This cannot be solved with email forwarding
How to work with zoho when i have many products and many customers?
Does it handle document management?