Zoho CRM & Finance Workflows & Automations Tutorial скачать в хорошем качестве

Zoho CRM & Finance Workflows & Automations Tutorial

This webinar was made with Zoho covering some basic and advanced workflows and automation for Zoho CRM and the Zoho finance suite. This webinar's Q&A was condensed for viewing purposes, which we recommend watching the Q&A. There were really great questions asked during this session. Enjoy! 💡 Need Help With Your Zoho Instance? 📅 Book a Meeting - https://zenatta.com/#free-consultatio... 🚨 UPCOMING MONTHLY TUTORIAL 🚨 Visit Club Zenatta to learn more! https://club.zenatta.com FREE Zoho One Trial https://store.zoho.com/ResellerCustom... Don't Miss Any Zoho News, Tips, Events & More Subscribe To Our Newsletter - https://zenatta.com/newsletter/ 💥 Zoho Team Training Programs 💥 Train Your Team In Less Than A Week! 👉https://zenatta.com/training/?utm_sou... 0:00 Intro 1:05 Standard Workflow 8:36 Customized Workflow 13:39 Automation Walkthrough 14:05 Invoice URL/Status to Deal Record 20:05 Subform to Invoice 25:40 Q&A 👇 SUBSCRIBE 👇 ♦️ YouTube -    / @zenatta   ♦️ Newsletter - https://zenatta.com/newsletter/ ♦️ Twitter -   / zenattaconsult   ♦️ Facebook -   / zenattaconsulting   ♦️ LinkedIn -   / zenatta   🧠 OTHER RESOURCES 🧠 ♦️ Resource Library - https://zenatta.com/resources/ ♦️ Events - https://club.zenatta.com/c/zenatta-ev... ♦️ Club Zenatta - https://club.zenatta.com/ 💻 ABOUT US 💻 We don’t just implement Zoho tools—we create lasting impact. At Zenatta, a proud Zoho Premium Partner and the US Zoho Partner of the Year for 2024, we deliver systems designed to empower teams, streamline operations, and drive success across your business. Through this platform, our mission is to provide actionable tips, detailed guides, and expert insights to help you maximize your Zoho experience and achieve your business goals. #ZohoCRM #Finance #Zoho