We are glad you liked the video!

Hello. This is a CRM. Deals are opportunities that you have to sell your products or services. For example, someone wants to buy your products, but it's not clear how much they will buy yet. You can create a Deal to track everything about the potential sale. You can send one or multiple quotes and attach them to the Deal so all the information is in the same place. You can add notes and track other information. This is not a project management system, but you could use it as one.

@@blungo Great! Thank you so much for your detailed reply. I really appreciate it and I am loving your videos :)

lol how did you do it

Hi wondering if you chose Bigin and how you got on? I'm also looking to understand more about Outlook 365 integration.

@@user-bp2ts2vo9z Hi. I spent a decent amount of time with Bigin tech support and they could not get the Begin to integrate with my Outlook 365 so I ended up going with Salesforce.

Hello @brahmsaholic. To add subtasks, hover over the task and click on the three dots to reveal the option.

@@blungo Yes, I have found that now. I wish I could master tasks generally but I find somuch time working at getting it right, I might as well revert to an old fashioned paper and pen to do list and just cross things off when I have done them.

SalesInbox is the email client for the salespeople that works with Zoho CRM. Whereas Zoho Mail is the general email client, like Gmail and Outlook. You can use Zoho Mail to host your email ([email protected]), and if you have some users that are salespeople, they can also set up Zoho SalesInbox to access the "sales" features.

Hi @americanstraitjacket. To share a note with someone who is not part of your organization, open the note and click on the 'Share' icon in the options at the bottom. Then, select 'Public Shareable Link'. You can set an expiration date for the link and send it via email or copy the link and send it directly.

To get the lead info, you can use this code: lead_info = zoho.crm.getRecordById("Leads",lead_id); info lead_info; A variable can't use periods. If this doesn't work, you can replace "lead_id" with the actual lead ID which looks like this: 4485029000024955001. If you are still not getting any values, you should contact Zoho Support.

You can create a Client Profile table and a Budget table, and then link them together with Smart Relationships. At this point, you should be able to display budget info on the Client Profile table, and when you edit the Budget table, the Client Profile table will display the new information. help.zoho.com/portal/en/kb/tables/smart-relationships/articles/link-field

I'm glad you liked the video. Unfortunately, there's no easy answer on what you are doing wrong. It depends on how the data is organized on the spreadsheet/csv file you got from your legacy system. And based on what you said about duplicating Opportunities, it looks like each Account was associated to only 1 Opportunity. You will have to do a lot of prep work if this is the case. Sorry I can't be more helpful, but like I said, it depends a lot on the data you exported from your previous system/CRM. Here's a Zoho tutorial that might set you in the right direction, but keep in mind that there are other ways to import and link the data: help.zoho.com/portal/en/community/topic/import-data-into-multi-select-lookup-field-from-csv-excel Regarding the lookup field not showing when manually creating an Opportunity, the field should be there. If you can't see it, you should contact Zoho Support. The field won't show on the import Opportunity window because it's part of the linking module explained on this video.

Hello. When you are in the meeting, click on share and select the whiteboard. There, you can draw and use shapes and images.

Hi. Here's a video that goes over how to update a Multi Select Lookup Field: kzbin.info/www/bejne/ronCXmhjqLOsmNU

Hello, we have another video where we show how to start a meeting in Google Meet: kzbin.info/www/bejne/eKrZhXWdr7Slorc Check it out, maybe it’s the video you were looking for.

Hello. Have you purchased/gotten a number from SMS Magic? They have to approve it before you can start sending SMS.

@@blungo I just upgraded my plan thank you. I have subbed to the channel. Thanks for the video!

To clarify I am trying to take advantage of the automation feature regarding when it is moved to a specific stage. The timeline reflects the webhook is being invoked but still no text.

Thank you! I'm glad the video is helpful!

Yes, you should be able to supervisa all accounts and run all work through Zoho One, but before signing up I would contact Zoho Support and explain what you are looking to do. They will be able to confirm if what you want to do is possible.

SMS Magic is paid, but the integration is free.

Glad it was helpful! You can use Zoho Sheets if you want to create the database on a spreadsheet, but the best approach is to use Zoho Creator, which will require you to learn how to use it and how to code using Deluge. www.zoho.com/creator/online-database-software.html

@@blungo Whew! I finally have time for this. I will purchase the course in the morning. :) Quickie: Do you offer customization work? Tyvm. UPDATE: I have the course. The user ID and PW should be the same and extend to support and the community because I have questions and suggestions. I looked around, and there seriously needs to be a detailed explanation and tour of the ZOHO One portal sign-up, widgets, pins, and navigation along the left side. The Getting Started tab, and everything else on that page are CONFUSING!!! Add this as a loss leader so people can view and purchase your course. Here is an outdated and not good enough example. kzbin.info/www/bejne/pGqQZ3iFo7Frotk

Here's a tutorial: support.google.com/a/answer/182076

For a multi-user lookup, it's a bit more difficult to do. First, you have to get all the users, then, with a "for each" you can get the user ID, and create the task for each user. Zoho Support can help you create the function.

You will need to get your campaigns approved every time you create a new email for your campaigns. If you are reusing an email, then you won't need approval. Please refer to this link: help.zoho.com/portal/en/kb/campaigns/user-guide/settings/campaign-policy/articles/how-to-setup-content-approval

Thank you.

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Have you tried Onenote from Microsoft?

Can you share a link with a screenshot of the issue? Is Zoho WorkDrive duplicating the files? What do you mean by "saving documents"? Uploading a documents? The feature "versions" cannot be disabled.

WorkDrive saves a copy everytime you save a document (it is called versions). It is used when you want to go back to a previous version of the document. However each version takes a lot of storage. If you look in the properties of a document you find the tab where are all the versions stored @@blungo

How do you manage it? Has been an inconvenient for you? Maybe for small documents it is not a problem, but for big ones it is a little bit @@blungo