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blungo
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เข้าร่วมเมื่อ 22 เม.ย. 2020
This is the official blungo.com channel. We do software and apps reviews, "how-to" videos and tutorials. The videos are focused on how to use apps to be more productive and effective.
How to share files and folders in Zoho WorkDrive
- Zoho One Course: go.blungo.com/6g4zte
- Create a FREE Zoho One account using this link: go.blungo.com/7sCCuH
In this video we will share files and folders in Zoho WorkDrive.
We are Software Consultants: www.blungo.com
Social
LinkedIn: www.linkedin.com/company/blungocom
Facebook: blungotech
AI narration.
#zoho #zohoworkdrive #automation #zohoone #crm
- Create a FREE Zoho One account using this link: go.blungo.com/7sCCuH
In this video we will share files and folders in Zoho WorkDrive.
We are Software Consultants: www.blungo.com
Social
LinkedIn: www.linkedin.com/company/blungocom
Facebook: blungotech
AI narration.
#zoho #zohoworkdrive #automation #zohoone #crm
มุมมอง: 853
วีดีโอ
How to move files and folders in Zoho WorkDrive
มุมมอง 3907 หลายเดือนก่อน
- Zoho One Course: go.blungo.com/6g4zte - Create a FREE Zoho One account using this link: go.blungo.com/7sCCuH In this video we will move files and folders in Zoho WorkDrive. We are Software Consultants: www.blungo.com Social LinkedIn: www.linkedin.com/company/blungocom Facebook: blungotech AI narration. #zoho #zohoworkdrive #automation #zohoone #crm
How to create templates in Zoho WorkDrive
มุมมอง 2127 หลายเดือนก่อน
- Zoho One Course: go.blungo.com/6g4zte - Create a FREE Zoho One account using this link: go.blungo.com/7sCCuH In this video we will create document templates in Zoho WorkDrive. We are Software Consultants: www.blungo.com Social LinkedIn: www.linkedin.com/company/blungocom Facebook: blungotech AI narration. #zoho #zohoworkdrive #automation #zohoone #crm
How to create TEAM FOLDERS in Zoho WorkDrive
มุมมอง 2138 หลายเดือนก่อน
- Zoho One Course: go.blungo.com/6g4zte - Create a FREE Zoho One account using this link: go.blungo.com/7sCCuH In this video we will create a Team Folder in Zoho WorkDrive and we will also see some useful features. How to create regular folders in Zoho WorkDrive (Previous video): th-cam.com/video/RMxnzzOdo5w/w-d-xo.html We are Software Consultants: www.blungo.com Social LinkedIn: www.linkedin.c...
How to create folders in Zoho WorkDrive
มุมมอง 2858 หลายเดือนก่อน
- Zoho One Course: go.blungo.com/6g4zte - Create a FREE Zoho One account using this link: go.blungo.com/7sCCuH In this video we will create a folder in Zoho WorkDrive and we will also see some useful features. We are Software Consultants: www.blungo.com Social LinkedIn: www.linkedin.com/company/blungocom Facebook: blungotech AI narration. #zoho #zohoworkdrive #automation #zohoone #crm
How to Lock Records in Zoho CRM
มุมมอง 3258 หลายเดือนก่อน
- Zoho One Course: go.blungo.com/6g4zte - Create a FREE Zoho One account using this link: go.blungo.com/7sCCuH In this video we are going to lock records in Zoho CRM. This will prevent the editing of records once they meet a certain condition. We are Software Consultants: www.blungo.com Social LinkedIn: www.linkedin.com/company/blungocom Facebook: blungotech AI narration. #zoho #zo...
Zoho CRM Function: Create folders and subfolders in WorkDrive
มุมมอง 1.1K11 หลายเดือนก่อน
- Zoho One Course: go.blungo.com/6g4zte - Create a FREE Zoho One account using this link: go.blungo.com/7sCCuH PREVIOUS VIDEO th-cam.com/video/14ivaEjK9Gg/w-d-xo.html In this video we are going to create a function in Zoho CRM that creates a set of folders and subfolders in Zoho WorkDrive. - Function: Create Subfolders in WorkDrive from Zoho CRM blog post: go.blungo.com/1dW8Vh I'm a Software Co...
Function: Create WorkDrive Team folder from Zoho CRM
มุมมอง 677ปีที่แล้ว
- Zoho One Course: go.blungo.com/6g4zte - Create a FREE Zoho One account using this link: go.blungo.com/7sCCuH In this video I'm going to show you how to create a function that creates a team folder in Zoho Workdrive. - Create a WorkDrive Team Folder and attach it to the CRM record blog post: go.blungo.com/ETAeGX I'm a Software Consultant: www.blungo.com Social LinkedIn: www.linkedin.com/compan...
All 45 Zoho One Apps Explained in 11 minutes
มุมมอง 46Kปีที่แล้ว
- Zoho One Course: go.blungo.com/6g4zte - Create a FREE Zoho One account using this link: go.blungo.com/7sCCuH Zoho One is a suite of applications that work collectively and will help you run your entire business on the cloud. The most popular app in the bundle is Zoho CRM, which you might already know, but the suite actually includes 45 applications. The apps are divided into several categorie...
Zoho Tables Overview in 5 minutes
มุมมอง 1.6Kปีที่แล้ว
- Zoho One Course: go.blungo.com/6g4zte - Create a FREE Zoho One account (Zoho Tables will be included soon) using this link: go.blungo.com/7sCCuH - Zoho Tables early access: www.zoho.com/tables/early-access/ In this video we are going to do a quick overview of Zoho Tables. You will be able to create tables and connect them so they share information, as well as create automations and a lot more...
How to create related record automatically in Zoho CRM
มุมมอง 890ปีที่แล้ว
- Zoho One Course: go.blungo.com/6g4zte In this video I'm going to show you how to automatically create a related record with a function in Zoho CRM. - Create a Related Record with a Function blog post: go.blungo.com/4znBkx I'm a Software Consultant: www.blungo.com Social LinkedIn: www.linkedin.com/company/blungocom Facebook: blungotech #zoho #zohocrm #zohodeluge #automation
Can ChatGPT code in Zoho Deluge? (PART 2)
มุมมอง 725ปีที่แล้ว
- Zoho One Course: go.blungo.com/6g4zte In this video we are going to continue testing out if ChatGPT can code in Zoho Deluge. This is the second video in the series, so make sure to checkout the first one as well. I'm a Software Consultant: www.blungo.com Social LinkedIn: www.linkedin.com/company/blungocom Facebook: blungotech #zoho #chatgpt #deluge #zohocrm
Can ChatGPT code in Zoho Deluge?
มุมมอง 3Kปีที่แล้ว
- Zoho One Course: go.blungo.com/6g4zte In this video I'm going to show you how to create a ChatGPT bot in Zoho Cliq, so you can ask it questions directly from Cliq. We are also going to add the bot to a Channel, so channel users can ask questions to ChatGPT and get answers on the channel. I'm a Software Consultant: www.blungo.com Social LinkedIn: www.linkedin.com/company/blungocom Facebook: fa...
Working with Multi Select Lookup Fields (API and functions) - Zoho CRM
มุมมอง 2.1Kปีที่แล้ว
- Zoho One Course: go.blungo.com/6g4zte In this video we are going to go over how to work with multi-select lookup fields in Zoho CRM. - Working with Multi-Select Look Up fields in Zoho CRM blog post: go.blungo.com/7Efl5j I'm a Software Consultant: www.blungo.com Social LinkedIn: www.linkedin.com/company/blungocom Facebook: blungotech #zoho #zohocrm
How to delete Zoho Projects layout fields
มุมมอง 643ปีที่แล้ว
- Zoho One Course: go.blungo.com/6g4zte In this video I'm going to show you how to fully remove fields from Zoho Projects. I'm a Software Consultant: www.blungo.com Social LinkedIn: www.linkedin.com/company/blungocom Facebook: blungotech #zoho #zohoprojects
Create a ChatGPT Slash Command in Zoho Cliq
มุมมอง 536ปีที่แล้ว
Create a ChatGPT Slash Command in Zoho Cliq
Send SMS automatically from Zoho CRM (using SMS Magic)
มุมมอง 2.4Kปีที่แล้ว
Send SMS automatically from Zoho CRM (using SMS Magic)
Send SMS with custom button in Zoho CRM (using SMS Magic)
มุมมอง 1.3Kปีที่แล้ว
Send SMS with custom button in Zoho CRM (using SMS Magic)
SMS Magic and Zoho CRM Integration - Full Setup
มุมมอง 2.5Kปีที่แล้ว
SMS Magic and Zoho CRM Integration - Full Setup
How to add MX records to your domain - Zoho Mail
มุมมอง 7Kปีที่แล้ว
How to add MX records to your domain - Zoho Mail
How to verify your domain on Zoho CRM, Campaigns and Desk (SPF, DKIM)
มุมมอง 6Kปีที่แล้ว
How to verify your domain on Zoho CRM, Campaigns and Desk (SPF, DKIM)
Why we switched to Zoho CRM (and how it's going so far)
มุมมอง 1.8Kปีที่แล้ว
Why we switched to Zoho CRM (and how it's going so far)
How to implement software in your business (full guide)
มุมมอง 541ปีที่แล้ว
How to implement software in your business (full guide)
How to automate your sales process using a CRM
มุมมอง 1.4Kปีที่แล้ว
How to automate your sales process using a CRM
How to automate your lead generation process with a CRM
มุมมอง 3.3Kปีที่แล้ว
How to automate your lead generation process with a CRM
Good one. Thanks
should probably title google workspaces
Great video thanks a lot
Hi. How well does Bigin integrate with Outlook 365? I am just looking for a contact manager that integrates tightly with Outlook 365 where I can pull up a contact and see all interactions that I have had with that contact either by emails, appts, tasks & notes. Does the Outlook 365 integration allow me to bring all my contacts and emails from Outlook into Bigin? Thanks!
What abut sub-tasks?
How would you compare it to the sales in box?
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 (user@yourdomain.com), and if you have some users that are salespeople, they can also set up Zoho SalesInbox to access the "sales" features.
How do you share a note with someone who doesn't have the app? I can't figure out where to allow that.
All the inputs for me are coming null when I look in the logs which means that function is definitely getting triggered. But none of the values are getting passed correctly. In my case I want to do something when a lead is modified. I have tried input.id, input.lead_id, input.leadId ... all are null ... have also added them as arguments
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.
Could you feed this data into the profile of a user based on certain parameters? For example, we have Google add budgets for each of our clients and I want that budget to show up in their profile but also be easily editable from month to month as budgets change.
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
Great video. I am a newbie to Zoho. I'm wondering if you can answer this question for me because I was lost on the functionality of why you would do what you did. Here's what I'm trying to do. We are in the construction industry and we work with new construction projects which in Zoho we have labeled opportunities. Previously we associated an account name with those opportunities. If we had more than one account associated with an opportunities, we created a duplicate opportunity. As we reviewed moving our information to Zoho, their tech told us that we could have one opportunity and a multi select look up field that would allow us to create a field that stored multiple account names. What I'm finding is that the multi select look up field does not show up when creating a new opportunity or when trying to import opportunities from our previous CRM (via CSV). It shows up in settings under the standard layout, but nowhere else. What am I doing wrong? Thanks for your help. Cheers
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.
I can't see any drawing pen like we do in Zoom or Google Meet for Zoho?
Great video. One question, while this is a great example on how to retrieve data from the Multi Select Lookup Field, can you also show how to save the data as well.
Hi. Here's a video that goes over how to update a Multi Select Lookup Field: th-cam.com/video/xX_-5-sNybs/w-d-xo.html
Terrible. Why start with you already having someone in a Google meet. Obviously people looking for help need to start at the very beginning
Hello, we have another video where we show how to start a meeting in Google Meet: th-cam.com/video/ByvTBgzOrlU/w-d-xo.html Check it out, maybe it’s the video you were looking for.
good information, easy to understand
Could you please add similar instructions for Zoho creator customer portal?
This video is perfect! Very clear and very informative. Thank you.
Hubspot products and quotes are absolutely garbage, zoho is 10x better on personalization. Hubspot is better chats and marketing tools tho
Hello Jason, I am having an issue when trying to follow this automation. When I move the test deal into the stage where I wish the SMS to be sent I am seeing on the timeline that the webhook is being invoked. However when I check the message history for SMS Magic it shows an error message for the message and it is not being sent. Any suggestions?
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!
I have followed the video but when I test using a test deal the SMS is not delivered, any suggestions?
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.
So the answer to your question is obviously no
Nice job Andy, I will share your tips with some real estate agents I am teaching. You are doing a great job.
Thank you! I'm glad the video is helpful!
Can I have Zoho 1 account in an organization all used Zoho CRM and could supervise all accounts and run all work through zoho 1 ?
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.
Is it paid or free?
SMS Magic is paid, but the integration is free.
Whoa! That was a clear ZOHO One presentation! Thank you for being direct and concise. ZOHO is confusing, but you made it much easier to comprehend. I want to build a master database. I was planning to use Excel or similar. If possible, does CSR do it or another ZOHO application?
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. th-cam.com/video/n9-6EOnL8lw/w-d-xo.html
love the breakdown, thank you so much!
💯💯 on point!! Way to answer a question!!! Quick, helpful, and to-the-point! Thank you!!!🙏🏽
Thank you! Very good explanation!
how to get access to admin console
Here's a tutorial: support.google.com/a/answer/182076
This is great! How can I do this with a multi-user lookup?
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.
Thanks!
As a paid Zoho One subscriber, we do not need to get our campaigns approved by Zoho, right? (referring to 02:20 in the video.)
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
Nicely done! I wish you had touched on the KB, Community, and Customer Portal abilities of Zoho Desk, but tough to do in 11 minutes. All-in-all, GREAT job. I played it back at 1.5x speed and you were still crisp and clear. 👏👏👏👏👏
I'm going to tell your MD what you are doing
accenture much :D
1:07
Thank you.
Thanks!
Very helpful thank you
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Any one know how to get around the 'Syntax error found in the DKIM record' error that I keep getting?
Very helpful video for me, who's just made the decision to drop EverNote due to performance, reliability and annoying forceful reminders to upgrade.
Have you tried Onenote from Microsoft?
For your next video, could you speak a bit slower, please.
Too fast. Not good for a beginner.
Please help me with this. Im starting to use Zoho WorkDrive and I have found each time I save a document, Zoho saves a new copy but also saves the old version. Both versions are the full document, so if you have save the document three times the storage used will be around three times the data. Additionally, you have to erase one by one the versions. How do you manage this? Has been an inconvenient for you?
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
hello can domain u help me to activate my zohomail with my
I'm looking for Android instructions..👍
Very useful 😃
Thank you soooo muchhh you are my life saver😭🤌❤
Thank you very much!!!! Very good explanation!!!!
wow didnt you make this easy
Hi. Thanks for a great video. I need two separate an individual calendars for two persons/employees. I was trying to do it, but they see each others calendars. Thank you.