Creating Views in Zoho CRM

This video tutorial teaches you how you can build your own Zoho CRM Views. I start with showing you how to create a simple view and then build on that same view to have Zoho produce the filtered list that I want to display. We then progress to more complicated views...

Zoho CRM Reports and Dashboards

Zoho CRM Dashboards & Reports: Visualizing Success Zoho asked me to present a webinar to their users on Reports and Dashboards: why you would use them, how to create them, how to add charts, and how would you implement them in your own Zoho CRM database. Below is...

Transitioning to Zoho CRM 2016

Zoho CRM 2016 New User Interface If you have been using Zoho CRM for a while, you will soon be transitioning to the new user interface. I’ve made a video to help you make the leap. I’m a big fan. I know you are going to love...

Zoho CRM QuickStudy Manual

Zoho CRM Training Manual I’m excited to offer my Zoho CRM Training Manual. It is the only book of its kind on the market that is totally dedicated to Zoho CRM. This training manual comes as an 8.5″ by 11″ spiral bound book packed with close to 400 pages of...