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This is really important. The default user profile has to have all the setup options disabled. I have yet to come up with something that can't be done today that will be able to be done with CRM for everyone. Have you guys? How would this apply?

Appreciate the coverage on this new feature.

Is it possible to create custom reports in the free version of ZOHO? I can't see the blue CREATE REPORTS button...

Can you create custom reports in the free version of ZOHO?

Zen desk and I am Rachel the pest

Cr EMM..... AIN'T CRICKET

Will it work...if i import leads to custom view too?(Around 2000)

Thanks Wayne, Great info. I have an existing Wordpress site and I'm too far into that with support so Zsites is not going to work. Is there a way of having sites as a sub set of a url? I'm wondering if there is a use case for Zsites as a support for another part of the business. Any thoughts or is just one or the other?

Why not just use the Zoho Campaigns auto email sequence? That's likely more powerful.

What kind of function is used to fix the Workdrive extension? And what issue is present there? 24:37

Am I the only one who is lost moving from part 1 to 2? All we did was build out a basic form in part 1 and suddenly we have a whole bunch of stuff including users and reports done here. Really grateful you guys are putting this out there but would be cool if you guys could go a bit more step by step

This is great! It works perfectly. I have a custom "Licenses" module that lists all our product licenses with a look-up field for the Account that the license is linked to. This allows me to search for all Licenses that are associated to the current account and lists them all in a table. But is there a way to make the xml entry row or Field label a link to my module's License entry?

Guys. I love your stuff. But that ad that you put up implying that implementing Zoho is difficult to implement makes it tough to point anyone considering using Zoho to your videos. You might want to rethink that.

Fantastic video - I setup a cadence that adds a task when the email is clicked. I have a unsubscribe button and a learn more button. If they unsubcribe then the task gets setup to call them. Does system have ability to differentiate between an unsubscribe click and a different click?

So basically it doesnt have inbuilt

AMAZING CODE SHARE!! Thank you so much!

You guys are amazing! Thank you so much!

Hi, asking this question here coz this is your latest post... do you have a review or tutorial on how to setup WhatsApp notification option on Zoho forms, please share link or video title if you have one

Hi, do you know if it will sync the stock of each shopify variant with zoho inventory ? I've got simple items in zoho and want to use the shopify variants but don't know if this will be compatible with the stock sync module. Thank you in advance for your help.

Hi Tyler, may I know how to switch to CRM for everyone please and if there is an official release date for it? Thanks.

Thanks again! Great resource here.

Well done help video here. I'm sure I'll be back to this one as a reference. Thanks!

Can this been use for e-commerce website?

do you also cover ZOHO Analytics? is it better for data collection and uploading data

Hi Zenatta It seems this only work for the server version, and not bluetooth POS like the Wisepad 3. Any chance you can adapt to this?

Cool. Something I have been thinking about for some time is how to use Zoho(One) as I scale up with many employees

This is really helpful, thanks. What would be the best way to stop or annul an Automatic Transition to close the Deal if there was some activity during the specified waiting period (for example, a note was added to say the client was still interested in progressing the sale)?

Hey - does Campaigns push data back to CRM? Ive set up a sync to move my leads/contacts from CRM to campaigns. What Im looking for now is that Id like to see campaign open and click data pushed back to CRM in some way. For instance, can I increase a lead's score (in CRM) based on an email they open or click in Campaigns?

When I go to the All Projects drop down, Project Templates is not listed. I have Enterprise version of Projects.

Did you able to sync the products photos from Shopify to Zoho? I couldn't.

Can you pls provide zoho tutorial video from starting..

Looking forward to this one. I’ve built my site on Sites and it’s not bad 👍

I am in dire need of the UOM video, the documentation is vague and not well documented like you said. Do you ever make the video on this?

I have search the every channel and every video for ZOHO salesIQ webhooks guide from start to end. But I did not found any that will show me the Entire webhook integration. Now there is a documentation for this but i did not understand that. If any one have that link for webhook give me please.

Do we have an option to manage switching calls to Zoho? Using Exotel Telephoney system in backend. Plz answer?

nice

You mention your plugin is paid $10/mo, but pricing isn't listed on the Marketplace or in the Help Documentation... Can you update and make this more transparent? To add, how do Address Line 2's work with the plugin? Docs only list Street, no Street 2. How do you account for that? Would love to use it but we use a custom line 2 address field. Would be great to be able to map that.

How can you fix a previously synced list? (for example, lets say I synced the contacts list but I accidentally deleted them and now I cannot resync the same list) Is there a way to deleted an old synced list and resync the list?

Hey, thanks, great overview! One question: How to change the predefined text in the chatbox, such as »Chat with us now!« and »Type your message and hit Enter«?

Great vid, thanks. Is it possible to de-dupe through deluge, or does it always require manual review?

Is there a way in Canvas Table View to create a view that groups rows with a header that delineate a little better? Our use case is that we want deals grouped by deal owner to draw contrast and see them visually grouped other than just using the Asc or Dsc functionality. The header would be the deal owner and then maybe a subheader with the columns beneath it related to that owner.

I would to set up a similar system. Can you help?

Hello! I have a very basic but possibly complicated question. I have a client that brought ZOHO to me as I’ve worked with other CRM systems in the past and this is their preferred system they want to now move forward with. However, I’m not sure how the ownership or admin works if I set it up with my own email then transfer ownership like I have with other systems. Or, should I walk them through the setup process so that they’ll have to initially start with their own email address. My only worry is that they’ll have access to the system before everything is setup, I’m sure they’ll get email alerts about everything I trigger and test, etc. Any advice is much appreciated!

Hey, the video was definitely helpful, thanks. Is there any other video you have released regarding "Activity Reports"?

hi guys, thanks for the tutorials. im very new to zoho and i cant figure out how to invite my team members to the account and give them their respective log in info. can you explain please? thanks in advance.

what is the difference between Zoho Tables and Zoho Tables ?

Thanks. We use Canvas, but there is one drawback. The related lists are listed in their creation date order. So the oldest data is shown in the first. There is no way to order the newest items first.

Shouldn't the exit criteria to stop the cadence give the options for both Reply OR If it exits the view? What if you send emails and the prospect calls you directly then the user needs to remember to manually end the cadence or it just keeps going. Sometimes the customer may come in using an alternative channel. Is there a way to deal with this?