Such a good video! I feel sad that I viewed it only now when I switched from Zoho to Flowlu already. Zoho worked so hard to make everything work, especially when it came to automation. I needed multiple modules, and it was a stumbling block to integrate all of them in Zoho, while in Flowlu everything is already in one single app. Anyway, thanks for the video!
Hi Massimo, nice video, and I appreciate your work, thanks! I have been struggling with Notes fields, because unless I'm missing something, I can't use standard filters to see the notes my team has written over the last 7 days or so... only activities such as tasks, calls and meetings show up. Am I missing something, or do you have any other suggestions?
Hi Scott, Thanks for the question. You can filter by notes and this article goes through that here: help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters#Filter_records_using_advanced_filters But unfortunately you cannot see the notes in this page. What I would recommend is creating a report with the notes module included, so that you can see the content of the notes. Hope this helps!
I am trying to make an already existing contact a lead But it isn't popping up their name. Seems one can only make a lead a contact and not make a contact a lead?
Hello Massimo, thanks for the great video. It really helps. In your opinion, should we make a deal for every opportunity we have? Like if a client might potentially be interested in a service or solution, then we should create a deal? We use a separate solution for invoicing, quotes, and purchase orders. Do you advise us to create a deal for every quote we make? What qualify to be "a deal"? Thanks a lot if you could answer. +1 sub!
Hi there this is a great question! Typically we say to create a deal for every potential business opportunity that you have with a client. You never know, one may close and the other does not. As for the quote per deal, we usually like to create a deal that encompasses the transaction/opp and then there may be three quotes that go to them that only one of them is accepted. So typically one deal for every opp. and then many quotes/invoices within that deal.
Great video, thank you! Please make more! Cheers.
Such a good video! I feel sad that I viewed it only now when I switched from Zoho to Flowlu already. Zoho worked so hard to make everything work, especially when it came to automation. I needed multiple modules, and it was a stumbling block to integrate all of them in Zoho, while in Flowlu everything is already in one single app. Anyway, thanks for the video!
¿Can you automate the reminders?
If ( deals stays in qualification)
- Remind me everyday until I reject the deal or pass it to qualification
Very good video. Thanks.
How to work with zoho when i have many products and many customers?
Hi Massimo, nice video, and I appreciate your work, thanks! I have been struggling with Notes fields, because unless I'm missing something, I can't use standard filters to see the notes my team has written over the last 7 days or so... only activities such as tasks, calls and meetings show up. Am I missing something, or do you have any other suggestions?
Hi Scott, Thanks for the question. You can filter by notes and this article goes through that here: help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters#Filter_records_using_advanced_filters But unfortunately you cannot see the notes in this page. What I would recommend is creating a report with the notes module included, so that you can see the content of the notes. Hope this helps!
@@BluRoot hey, thanks, that gave me a great head start on what I want to build out - thank you!
I am trying to make an already existing contact a lead
But it isn't popping up their name.
Seems one can only make a lead a contact and not make a contact a lead?
Hi Kingsley,
You are correct a lead can become a contact.. but not the other way around. A contact cannot become a lead.
Great video! Background music louder than presenter so a tad distracting.
Really good video.
Glad you enjoyed it! 💙
Hello Massimo, thanks for the great video. It really helps. In your opinion, should we make a deal for every opportunity we have? Like if a client might potentially be interested in a service or solution, then we should create a deal?
We use a separate solution for invoicing, quotes, and purchase orders. Do you advise us to create a deal for every quote we make?
What qualify to be "a deal"?
Thanks a lot if you could answer.
+1 sub!
Hi there this is a great question!
Typically we say to create a deal for every potential business opportunity that you have with a client. You never know, one may close and the other does not.
As for the quote per deal, we usually like to create a deal that encompasses the transaction/opp and then there may be three quotes that go to them that only one of them is accepted. So typically one deal for every opp. and then many quotes/invoices within that deal.
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