My organization just invested in Zoho CRM, so I wanted to get a jump on understanding the system. This video was amazing and straight to the point. I also shared it with my team.
I am surprised that i finished the whole video in one sitting, it is really enjoyable. I just have one question, does this free version have limited time to try it?
Hi Stewart, great video. In leads I created 2 custom fields related to a leads job description. When I convert a lead it doesn't show these 2 fields under the new contact. Is there a way to bring them in to contacts as the 2 fields will be relevant throughout the contacts relationship with me? Thanks.
Thanks for the great video! Are we able to call and send text messages in the free plan? If not, what level of plan is required for these features? Also, does Zoho CRM integrate with Twilio for phone and text? Thanks again.
Hey Jeff, Not the free plan. However all other paid plans offer this. Have you seen our recent Bigin by Zoho CRM tutorial? This might be more suitable 🤗
Hey thanks for this but I'm actually trying to learn email marketing....like sending cold emails. I purchased a domain from Zoho mail while registering to setup my business email . How can I get started???
Hey mate, We have a tutorial on how to get started with email marketing using Zoho campaigns. Have you seen this yet? Zoho campaigns integrates directly with the Zoho CRM.
if i want to sale 50 type of product with different brands means where i can be add this details. sales person target achievement where i am going to add . kindly assist
so i guess zoho updated their website so there is no longer a button for free you have click the trial then once it ends and you don't want to upgrade they downgrade your capabilities. Not a fan of that as i almost clicked the button to start this zoho
There is no R in data (annoying UK bloke here). Just having a giraffe (that is cockney slang for laugh). Please don't ask me to explain cockney, as this is now a complicated message that's going to require a lie-down.
My organization just invested in Zoho CRM, so I wanted to get a jump on understanding the system. This video was amazing and straight to the point. I also shared it with my team.
Hey!
I'm glad! Thanks!
I have watched many tutorials for ZOHO CRM and yours is by far the best! Simple but logic. Thank you Stewart.
Glad it was helpful! Thank you!
Thank you so much! I was overwhelmed with the pro trial and now finally breathing ! :)
I'm glad!
Hello, I am preparing for a job interview at Zoho. Your video is really helpful, understandable. Thank you!
Glad it was helpful!
Is there a limitation in number of contacts at free plan? if there is a limit ? How many contacts can I add for free plan?
Very nice tutorial Stewart.
Thanks for that Stu!
Very useful video. The flow of topics in the video was very effective.
Glad it was helpful!
Thanks. Your tutorials are great. You're clear and precise and easy to listen to.
I appreciate that. Thanks!
I am surprised that i finished the whole video in one sitting, it is really enjoyable. I just have one question, does this free version have limited time to try it?
I'm glad! No time limit. Just limited features.
Hi there! Great tutorial! Do you know if it's possible to change the role of the main user from CEO to something else?
Yes you can control all roles and permissions.
Nice one. Very well put. If I'm paying for the Zoho Email, do I need to upgrade to the paid CRM for the email integration?
Hey mate!
No you can just jump between your connected Zoho apps.
@@StewartGauld Thank you 👍🏾
Hi Stewart, great video. In leads I created 2 custom fields related to a leads job description. When I convert a lead it doesn't show these 2 fields under the new contact. Is there a way to bring them in to contacts as the 2 fields will be relevant throughout the contacts relationship with me? Thanks.
Hey Jay,
I will look into this.
@@StewartGauld I think I worked it out through the Custom Views & Filters on the left side.
Thanks for the great video!
Are we able to call and send text messages in the free plan? If not, what level of plan is required for these features?
Also, does Zoho CRM integrate with Twilio for phone and text?
Thanks again.
Hey Jeff,
Not the free plan. However all other paid plans offer this. Have you seen our recent Bigin by Zoho CRM tutorial? This might be more suitable 🤗
Hi there, how is this system compared with Jobber? We are curious to see how it is compared amongst others, especially as a Contractor. Thanks mate.
Hey! We have many comparative guides. However, I have not looked into Jobber
awesome work
Thank you! Cheers!
Thank you very much for your kindly expressed information.
Your welcome!
Very well explained. Thank you!
Glad you enjoyed it!
Thanks 👍
No problem 👍
Does Zoho One include Zoho Payroll US Edition? The full version, not the trial.
Hey Adriann,
I do not thinks Payroll is included.
@@StewartGauld Thank you very much.
Hey thanks for this but I'm actually trying to learn email marketing....like sending cold emails. I purchased a domain from Zoho mail while registering to setup my business email . How can I get started???
Hey mate,
We have a tutorial on how to get started with email marketing using Zoho campaigns. Have you seen this yet? Zoho campaigns integrates directly with the Zoho CRM.
@@StewartGauld no I haven't seen it yet...can you please direct me straight to it?
Thankyou Sir:).
Welcome!
Where do you store Customer details - there is no Customer tab?
Yes, click on your records to bring up the contacts data.
How to convert contacts to customer or in your case accounts?
Do you mean the process (moving deals through your sales pipeline) or labelling them as customers?
@@StewartGauld No, in paid plan, in place of accounts there is a 'customer' option. I'm not able to figure out how to convert contacts to customers
if i want to sale 50 type of product with different brands means where i can be add this details. sales person target achievement where i am going to add . kindly assist
Hey mate,
Have you crated a deal and assigned a team member to that deal?
it doesnt support notifications on web form leads for free accounts, not usefull. the leads will sit in the crm forever before being responded to
You can actually set this up with free third-party tools if you just want to stick to the free plan but need premium features like this.
so i guess zoho updated their website so there is no longer a button for free you have click the trial then once it ends and you don't want to upgrade they downgrade your capabilities. Not a fan of that as i almost clicked the button to start this zoho
Hey!
They do still have a free plan. It's just not as clear as they are pushing their premium offers.
There is no R in data (annoying UK bloke here). Just having a giraffe (that is cockney slang for laugh). Please don't ask me to explain cockney, as this is now a complicated message that's going to require a lie-down.
Haha it's my strange New Zealand accent.
Hello liked your content it helped me a lot. Please can you direct me to the video on webform. Thanks
What do you want to learn?