How-to Videos

Learn when and how to use different features in Zoho CRM

Automation

04:54https://www.youtube.com/embed/GzhfA_7DVEE

Assignment Rules

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Use Assignment Rules to automate the lead distribution process for reps based on specific lead information.

09:35https://www.youtube.com/embed/rFOJgrmVcEk

Approval Process

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Automate the submission of records for approval. You can do so by specifying criteria based on which records will be sent for approval.

06:16https://www.youtube.com/embed/ZgRzjuqbWCw

Scoring Rules

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Prioritize your records based on Scoring Rules. They help you work on records that matter to you most and use your time wisely.

05:46https://www.youtube.com/embed/rPoNvxGIYvA

Validation Rules

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Keep your CRM data clean by blocking the incompatible and irrelevant data even before it can enter the CRM.

08:57https://www.youtube.com/embed/2VbTGldBC0E

Blueprint

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Create an online replica of your offline business process and have it executed in a well-defined and systematic manner.

Customization

05:58https://www.youtube.com/embed/mkSmo0SIPQ8

Conditional Layouts

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Make the layouts dynamic using Conditional Layouts. This makes creating a record a clutter-free and less confusing experience.

06:19https://www.youtube.com/embed/PVcVP8mrUNM

Email templates

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To save you from the manual copy and paste routine, build email templates and send personalized emails to multiple recipients

05:16https://www.youtube.com/embed/G1PAKXPXI0g

Interlinking Modules

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Establish database relationship with linking modules. This will help you keep track of how data in your CRM is interrelated.

06:22https://www.youtube.com/embed/NC70CPvWe8U

Subforms

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Associate multiple line items to a record using subforms. They are secondary forms or tables, which is part of a primary form in Zoho CRM.

Data Administration

08:24https://www.youtube.com/embed/YAe1sFlAL8g

Data Migration

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Switching to Zoho CRM? Migrate your business data to the new system accurately with very minimal manual work.

06:50https://www.youtube.com/embed/GYDFDaYC8zI

Data Import

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Import bulk records into various modules of Zoho CRM effortlessly.

Multichannel

05:11https://youtube.com/embed/d_9M9m4MqpA

SalesSignals

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SalesSignals in Zoho CRM are real-time notifications on all your leads, contacts and potential customer interactions with your brand across various communication channels.

05:01https://youtube.com/embed/f6y72eZmOPs

Telephony

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Integrate your PBX systems with Zoho CRM and make calls in a single click. Sync call data with customers' information and sell effectively.

GDPR

07:35https://www.youtube.com/embed/hIc8QzFSsQw

GDPR Overview

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Watch this video to get a quick overview of GDPR, its possible implications to your business, and a sneak peek of what Zoho CRM has in store for you.

09:59https://www.youtube.com/embed/fnSGLroOhaM

Handling Data Processing Bases

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Learn how you can enable the GDPR compliance settings for your Zoho CRM account and how you can apply a lawful basis to process the personal data.

Others

05:02https://www.youtube.com/embed/NJPpcxXmpSM

Gamescope

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Make sales fun through gamification. Gamescope in Zoho CRM is designed to make sales more exciting for sales teams.

06:50https://www.youtube.com/embed/-UU_60DPREc

Web Forms

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Build forms within CRM, publish them on your website and capture visitors' information that can be directly added to your CRM account.