SuccessFULL Solutions
SuccessFULL Solutions
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How to Create Blueprints in Zoho CRM | SuccessFULL Solutions
A blueprint is used to guide users through the actions that should be taken within a process of statuses or stages. This is great for restricting the options that should be available with each step. I will show you how to create a blueprint for Lead Nurturing in this tutorial.
Get the support you need to reach your goals and grow your business into a powerhouse. SuccessFULL Community is a space designed to guide you through the steps to establish, automate and grow your business. To join, go to: www.successfullsolutions.com/connect
Test out our Chatbot/Zobot on one of the following social media platforms by sending a private message (just say "Hi") to our A.I. personality, Kallie
IG: successfull_startups
FB: successfullstartups
Free Trial:
Try Zoho One (free for 30 days): bit.ly/3B2uZDd
(After the 30-day trial, you'll automatically adopt the free version of Zoho and maintain access to the community.)
Get our free ebook! 'A Simple Guide to Customizing a Simple System Using Zoho'
www.howtobuildacrm.com/ebook/
Zoho Training Courses are available with our Streampath Membership. Go to SuccessFULL Learning Academy to learn more: learn.successfullsolutions.com/
About us:
SuccessFULL Solutions - Cloud Solutions for Business Automation
Contact Us:
Email: successfullsolutions.com/contact-us
LinkedIn: bit.ly/2CbhyTI
Facebook: bit.ly/2NSIxbr
Instagram: bit.ly/2KLhuzl
Website: successfullsolutions.com
มุมมอง: 798

วีดีโอ

What is Zoho Solo? | SuccessFULL Solutions
มุมมอง 3296 หลายเดือนก่อน
Zoho Solo is a simplified toolkit for solopreneurs. Watch as I explore Zoho Solo and give you a peek inside the app. Get the support you need to reach your goals and grow your business into a powerhouse. SuccessFULL Community is a space designed to guide you through the steps to evolve your business. To join, go to: www.successfullsolutions.com/connect Test out our Chatbot/Zobot on one of the f...
Automate Your Employee Onboarding Process in Zoho People
มุมมอง 2K8 หลายเดือนก่อน
Are you manually onboarding employees? Did you know that you can set up an Onboarding Flow within Zoho People that will automate the entire onboarding process for your new team members? This video will show you where to find this useful feature. If you'd like more in-depth training, become a Streampath Member to have access to our online academy "SuccessFULL Learning" and search for the course ...
Gain and Retain Customers Using 9 Types of Email Campaigns | SuccessFULL Solutions
มุมมอง 3111 หลายเดือนก่อน
Gain and retain customers using one or more of 9 email campaigns. In this video, you will learn about 9 types of emails that can help you engage or stay engaged with your subscribers. Interact with our Chatbot/Zobot on one of the following social media platforms by sending a private message (just say "Hi") to our A.I. personality, Kallie IG: successfull_startups FB: su...
4 Creative Ways to Showcase Lead Magnets for Lead Generation | SuccessFULL Solutions
มุมมอง 2111 หลายเดือนก่อน
A lead magnet is a free service or item that is given in exchange for contact information. Some examples include ebooks, checklists, newsletters, free trials , video content and free consultations. In this video, we are going to discover 4 ways to promote your Lead Magnets for Lead Generation. Subscribe to this channel for more guidance as you build your small business. Test out our Chatbot/Zob...
What is Zoho Pagesense? | SuccessFULL Solutions
มุมมอง 745ปีที่แล้ว
You can see what your potential customers may see when they visit your website, but you need to KNOW what they actually see. Zoho PageSense helps you record and view your customers' website visits so that you can make informed business decisions to boost your website's conversions. To learn more, watch the full video now! Join our community of Zoho users where you will learn how to maximize the...
How to Sync your Zoho Calendar with your iPhone Calendar | SuccessFULL Solutions
มุมมอง 1.4Kปีที่แล้ว
Here's how to sync your Zoho Calendar with your iPhone calendar. You'll be able to access all your work and personal schedules in one place, so you can stay on top of everything. Watch now! Join our community of Zoho users where you will learn how to maximize the use of your Zoho system. Request access here: www.successfullsolutions.com/connect Get our free ebook! 'A Simple Guide to Customizing...
What is Zoho Subscriptions? | SuccessFULL Solutions
มุมมอง 445ปีที่แล้ว
Your business is growing. Your customers are interested in your subscription service, but you're not sure how to track it all! Zoho Subscriptions is perfect for subscription billing. Watch now! Join our community of Zoho users where you will learn how to maximize the use of your Zoho system. Request access here: www.successfullsolutions.com/connect Get our free ebook! 'A Simple Guide to Customi...
What is Ulaa? | SuccessFULL Solutions
มุมมอง 129ปีที่แล้ว
Learn about an exciting new browser from Zoho - Ulaa. Ulaa is a privacy-centered browser that offers users an ideal experience for focused browsing and hassle-free personal information security. Get away from high-risk cybersecurity threats and invasions of privacy, and use Zoho Ulaa now! Join our community of Zoho users where you will learn how to maximize the use of your Zoho system. Request ...
What is SuccessFULL Community? | SuccessFULL Solutions
มุมมอง 49ปีที่แล้ว
Here's what to expect when joining our community: ✅Collaborate with other Zoho Users ✅Learn Zoho Hacks from Expert ✅Get Free Access to Zoho-related Webinars You will learn how to maximize the use of your Zoho System! Register now: www.successfullsolutions.com/connect
Zoho One: Why should small businesses use Zoho One? | SuccessFULL Solutions
มุมมอง 789ปีที่แล้ว
Zoho One provides a cost-effective solution for small businesses by offering access to most of its applications under a single subscription plan. Watch this video and learn what's best for your small business. Join our community of Zoho users where you will learn how to maximize the use of your Zoho system. Request access here: www.successfullsolutions.com/connect Get our free ebook! 'A Simple ...
What is Zoho Desk? | SuccessFULL Solutions
มุมมอง 47ปีที่แล้ว
Zoho Desk is an all-in-one customer service software that helps you simplify customer service operations, improve agent productivity and deliver lasting customer experiences. Watch now! Join our community of Zoho users where you will learn how to maximize the use of your Zoho system. Request access here: www.successfullsolutions.com/connect Get our free ebook! 'A Simple Guide to Customizing a S...
Zoho CRM Plus: A Complete Suite of Business Growth Tools | SuccessFULL Solutions
มุมมอง 164ปีที่แล้ว
Say goodbye to fragmented customer data and hello to seamless integration across all your business operations with Zoho CRM Plus. This is one platform you won't want to miss if you're serious about taking your business to the next level. Try it out today and see for yourself why Zoho CRM Plus is the ultimate choice for modern businesses! Join our community of Zoho users where you will learn how...
What is Zoho Tables? | SuccessFULL Solutions
มุมมอง 841ปีที่แล้ว
We're really excited about Zoho Tables and thought we'd give everyone a sneak peek before the application is officially launched by Zoho. Join our community of Zoho users where you will learn how to maximize the use of your Zoho system. Request access here: www.successfullsolutions.com/connect Get our free ebook! 'A Simple Guide to Customizing a Simple System Using Zoho' www.howtobuildacrm.com/...
What is Zoho Projects? | SuccessFULL Solutions
มุมมอง 196ปีที่แล้ว
Are you tired of managing your projects with a cluttered and confusing system? It's time to switch to Zoho Projects. This comprehensive project management tool offers everything you need to plan, track, and collaborate on projects with ease. Try it out today and take the first step towards streamlined project management! Join our community of Zoho users where you will learn how to maximize the ...
How to Navigate the SuccessFULL Community Zoho Connect Network
มุมมอง 116ปีที่แล้ว
How to Navigate the SuccessFULL Community Zoho Connect Network
What is Zoho Assist? | SuccessFULL Solutions
มุมมอง 486ปีที่แล้ว
What is Zoho Assist? | SuccessFULL Solutions
What is Zoho Social? | SuccessFULL Solutions
มุมมอง 472ปีที่แล้ว
What is Zoho Social? | SuccessFULL Solutions
10 Challenges Every Entrepreneur Will Face (And How to Overcome Them!) | SuccessFULL Solutions
มุมมอง 44ปีที่แล้ว
10 Challenges Every Entrepreneur Will Face (And How to Overcome Them!) | SuccessFULL Solutions
5 Business Books You Should Read | SuccessFULL Solutions
มุมมอง 16ปีที่แล้ว
5 Business Books You Should Read | SuccessFULL Solutions
10 Businesses Ideas You Can Start Online | SuccessFULL Solutions
มุมมอง 17ปีที่แล้ว
10 Businesses Ideas You Can Start Online | SuccessFULL Solutions
8 Business Industries That Are Growing | SuccessFULL Solutions
มุมมอง 57ปีที่แล้ว
8 Business Industries That Are Growing | SuccessFULL Solutions
How to Use CRM Campaigns for Mass Email/Marketing | SuccessFULL Solutions
มุมมอง 206ปีที่แล้ว
How to Use CRM Campaigns for Mass Email/Marketing | SuccessFULL Solutions
How to Transform your Passion into Business | SuccessFULL Solutions
มุมมอง 25ปีที่แล้ว
How to Transform your Passion into Business | SuccessFULL Solutions
What is Zoho SalesInbox? | SuccessFULL Solutions
มุมมอง 323ปีที่แล้ว
What is Zoho SalesInbox? | SuccessFULL Solutions
Top 5 Reasons Why Businesses Fail | SuccessFULL Solutions
มุมมอง 62ปีที่แล้ว
Top 5 Reasons Why Businesses Fail | SuccessFULL Solutions
Create Social Media Templates using Canva | SuccessFULL Solutions
มุมมอง 27ปีที่แล้ว
Create Social Media Templates using Canva | SuccessFULL Solutions
Technology Tools That Helps with Business Growth | SuccessFULL Solutions
มุมมอง 20ปีที่แล้ว
Technology Tools That Helps with Business Growth | SuccessFULL Solutions
Business Ideas That You Can Start For Cheap | SuccessFULL Solutions
มุมมอง 20ปีที่แล้ว
Business Ideas That You Can Start For Cheap | SuccessFULL Solutions
What is Zoho Assist? | SuccessFULL Solutions
มุมมอง 4.9Kปีที่แล้ว
What is Zoho Assist? | SuccessFULL Solutions

ความคิดเห็น

  • @ApplesOrangesPR
    @ApplesOrangesPR 2 หลายเดือนก่อน

    Thank you so much for making it easy to understand.

  • @MatthewRobins-r5v
    @MatthewRobins-r5v 2 หลายเดือนก่อน

    Hi - this is really helpful, thanks. One question: is it possible to add external/non-Zoho training courses (working at heights, fire safety, etc.) into the Training section?

    • @SuccessFULLSolutions
      @SuccessFULLSolutions หลายเดือนก่อน

      In ZPeople, you can add non-Zoho users (called 'Employee Profiles'), which may work for you if you're trying to train contractors. However, you also can in TrainerCentral. That's what we use for both, internal and external trainings/courses. Hope this helps. www.zoho.com/people/help/adminguide/usersandemployeeprofiles.html

    • @MatthewRobins-r5v
      @MatthewRobins-r5v หลายเดือนก่อน

      @@SuccessFULLSolutions Thankyou!

  • @PTaux-t8p
    @PTaux-t8p 2 หลายเดือนก่อน

    can you please share the bad dataset sample used in the video so i can prctice?

  • @gauravgupta23
    @gauravgupta23 2 หลายเดือนก่อน

    Thanks

  • @bonniewiggins1168
    @bonniewiggins1168 2 หลายเดือนก่อน

    Beware of hackers with this one!

  • @chrisohh5612
    @chrisohh5612 3 หลายเดือนก่อน

    Watched the video and heard "a few bucks a month". Looked at the pricing and it's $37 but you need to add it for ALL users! That's not a few bucks a month. That's more than I pay for both CRM and Projects combined. Especially when I only need a very basic integration between the two. This isn't a $37 feature... and again, it's not a few bucks a month. This becomes hugely expensive when you start adding it for multiple users because it needs to be added for ALL users unless I want to spend $90 for just myself. If you know of a "few bucks a month" version please let me know!

    • @SuccessFULLSolutions
      @SuccessFULLSolutions 3 หลายเดือนก่อน

      Thanks for your comment Chris! My rule of thumb is if you need more than 3 applications within the Zoho suite, then consider a bundle (Zoho CRM Plus or Zoho One). If you only need 2 applications, then the standalone apps could very well be your best option. Wishing you well in your business 😀

  • @josearias9882
    @josearias9882 4 หลายเดือนก่อน

    I loved how calm your voice is! Thank you for the tutorial, this is awesome, I am preparing for an Interview and this is exactly what I need.

    • @SuccessFULLSolutions
      @SuccessFULLSolutions 4 หลายเดือนก่อน

      Glad it was helpful 😃. Let me know how your interview goes! Join SuccessFULL Community Jose, we'll love to have you. www.successfullsolutions.com/connect

  • @martintorresmata
    @martintorresmata 5 หลายเดือนก่อน

    How to do it with Zoho webinar???

  • @BeckyG-ch1hc
    @BeckyG-ch1hc 5 หลายเดือนก่อน

    My clients is focused on setting up Accounts and Contacts and not so much deals (at least not at this point). How do you approach mapping if there are no deals set up?

    • @SuccessFULLSolutions
      @SuccessFULLSolutions 5 หลายเดือนก่อน

      In the Lead Conversion mapping, just make sure all fields have somewhere to go, either in the Account or Contact modules. Honestly, if any fields pertain to the transaction/deal, it really should go to the Deals module.

  • @Rakesh-qg4zj
    @Rakesh-qg4zj 6 หลายเดือนก่อน

    Mam, Please make a video on Clonadesk.

    • @SuccessFULLSolutions
      @SuccessFULLSolutions 6 หลายเดือนก่อน

      Lol! Thanks for the suggestion but I mainly teach on Zoho applications. Who knows, maybe in the future I will do comparisons on non-Zoho apps compared to its equivalent Zoho app 😁

  • @kennyking_dt
    @kennyking_dt 6 หลายเดือนก่อน

    CalDAV account verification failed

  • @chromepos
    @chromepos 6 หลายเดือนก่อน

    if you can reply to this, I would really appreciate that. now, how do I check how many contact or account are associated to a project, from the project dashboard?

    • @SuccessFULLSolutions
      @SuccessFULLSolutions 6 หลายเดือนก่อน

      There isn't a dashboard that will automatically show you which Accounts are associated with a project, however, you can use Zoho Analytics to create a component or report to do so. You would have to set up the ZCRM and ZProjects data sources to feed into the same workspace in ZAnalytics, then create a report. It's possible that a SQL query may have to be created to achieve this.

  • @tracyrogers5702
    @tracyrogers5702 7 หลายเดือนก่อน

    Hi! I ❤your video. Can you please respond to me with the link to your full video training. I didn’t find it in the description. Thanks and I am looking forward to it 😊

    • @SuccessFULLSolutions
      @SuccessFULLSolutions 7 หลายเดือนก่อน

      Hi Tracy! We have training in our online academy, SuccessFULL Learning (which comes with the Streampath Membership: www.successfullsolutions.com/streampath-membership). But you can also request one-on-one training by booking a Q&A Training Call: www.successfullsolutions.com/book-a-call I look forward to training you!

  • @tracyrogers5702
    @tracyrogers5702 7 หลายเดือนก่อน

    This is a very informative video!

    • @SuccessFULLSolutions
      @SuccessFULLSolutions 7 หลายเดือนก่อน

      Thank you for your feedback. It's appreciated 😃

  • @VigneshwaranMathiyalagan
    @VigneshwaranMathiyalagan 7 หลายเดือนก่อน

    Hi Its Very use full to me for onboarding employees ,keep post the related video like this

  • @jeanherrero4822
    @jeanherrero4822 8 หลายเดือนก่อน

    For me, allways and simply perfect... 👌👍💯

  • @stevecase4592
    @stevecase4592 8 หลายเดือนก่อน

    great video. 🌹

  • @queensamuel1222
    @queensamuel1222 8 หลายเดือนก่อน

    Great vid! Can this also work with Zoho books and Zoho projects?

    • @SuccessFULLSolutions
      @SuccessFULLSolutions 8 หลายเดือนก่อน

      You can view Zoho Projects from Zoho CRM, which is what this video covers. If you have Zoho Books integrated with Zoho CRM, you can see the Estimates, Invoices, etc., from the Contact's profile. Hope this answers your question.

  • @jsa4864
    @jsa4864 9 หลายเดือนก่อน

    First off: NO ONE wants to see your image during a tutorial. Not yours, not anyone's.

  • @S1gnGuy123
    @S1gnGuy123 9 หลายเดือนก่อน

    Do you have to have ZOHO one?

    • @SuccessFULLSolutions
      @SuccessFULLSolutions 9 หลายเดือนก่อน

      No, you can have Zoho CRM and Zoho Projects as standalone applications and still view your projects from the CRM.

  • @Websites2Leads
    @Websites2Leads 9 หลายเดือนก่อน

    Having some trouble hearing you. :/

    • @SuccessFULLSolutions
      @SuccessFULLSolutions 9 หลายเดือนก่อน

      Thank you for your feedback 😃. Our audio has improved in recent videos.

  • @mahimasharda
    @mahimasharda 9 หลายเดือนก่อน

    Thank you for sharing this tutorial. It was very useful and the explanation was clear. 😃

  • @joeunsworth
    @joeunsworth 10 หลายเดือนก่อน

    Is there a way of setting this up with Microsoft Teams? There seem to be a lot of aftermarket / third party solutions that are eye-wateringly expensive to install and maintain, that get you this same sort of functionality but for MS Teams - but surely it must be possible to do it on our own, if it can be done this easily for Zoom?

  • @deviantshade
    @deviantshade 10 หลายเดือนก่อน

    Nice. Thank you for this

  • @piva900
    @piva900 10 หลายเดือนก่อน

    Thank you so much for this! Took me forever reading through their manual and still doesn't work.... I almost gave up and delete the app

    • @SuccessFULLSolutions
      @SuccessFULLSolutions 10 หลายเดือนก่อน

      Absolutely! Glad this video was helpful 😄

  • @henryi7189
    @henryi7189 11 หลายเดือนก่อน

    Promo*SM 🌟

  • @xhat-b7c
    @xhat-b7c ปีที่แล้ว

    Does the .exe require administrator privileges to open it ?

  • @Casper-ev2cl
    @Casper-ev2cl ปีที่แล้ว

    How do we make forwarding inside the inbox like when an outsider send email to this inbox it will be viewed by all team members and when anyone from the team members want to replay through this specific inbox it will go by default to the original outside sender?

  • @welcometothegathering
    @welcometothegathering ปีที่แล้ว

    Worked great! Thank you!

  • @mdegr385
    @mdegr385 ปีที่แล้ว

    Is there a way to have a reoccurring task list perm assigned to a user? Also was there a video on how to auto add the task lists to a project?

    • @SuccessFULLSolutions
      @SuccessFULLSolutions ปีที่แล้ว

      Whoever you assign to a task in a project template will be assigned every time you use that template. No, I haven’t done a video on that but will definitely consider it 😉

  • @mdegr385
    @mdegr385 ปีที่แล้ว

    This was so incredibly helpful! Can't wait to look through your other content

    • @SuccessFULLSolutions
      @SuccessFULLSolutions ปีที่แล้ว

      Glad it was helpful Melanie! We also have a Zoho user community where I teach everyone how to maximize Zoho apps. We would love to have you in SuccessFULL Community as well. Hope to see you there ☺️

    • @mdegr385
      @mdegr385 ปีที่แล้ว

      when I try to go to the link for that in your video the link is not functioning do you have another? @@SuccessFULLSolutions

  • @StatePermits
    @StatePermits ปีที่แล้ว

    can you offer any tips on setting up the Homepage?

  • @richardwilliams6591
    @richardwilliams6591 ปีที่แล้ว

    I just found you channel and am thankful for your ease of understanding! I would like to create a network that my customers can easily access. With an external network, do they need to sign up or can they just go to a link and see the content?

    • @SuccessFULLSolutions
      @SuccessFULLSolutions ปีที่แล้ว

      Thanks for watching Richard! With Zoho Connect, they will have to sign up or accept an invitation to join your external network. Take note that the external network is a separate service outside of Zoho One.

  • @janicew8785
    @janicew8785 ปีที่แล้ว

    This is a great video! I did not know you can customize the dashboard.

  • @IrinaOykhman
    @IrinaOykhman ปีที่แล้ว

    Could you share the link to the eBook on Zoho CRM you are mentioning at the end of this video pls?

  • @jennywalker3266
    @jennywalker3266 ปีที่แล้ว

    Hi could you please make a video on how to add task lists to a template. Thanks!

    • @SuccessFULLSolutions
      @SuccessFULLSolutions ปีที่แล้ว

      Jenny, this would be great to cover in the community! If you haven’t already joined SuccessFULL Community, do so and let’s plan to cover ZProject templates next 😉 successfullsolutions.com/connect

  • @antistaticagency
    @antistaticagency ปีที่แล้ว

    Thank you for this video! I want to use it for task overviews + simple task creator

  • @vialarmsecurityandfire8145
    @vialarmsecurityandfire8145 ปีที่แล้ว

    Perfect. Thanks so much. No muss, no fuss.

  • @rentfixpropertymanagement
    @rentfixpropertymanagement ปีที่แล้ว

    I noticed Lead source is not on your form, but is on the zoho field. How did you map the field from one that doesn't exist?

    • @SuccessFULLSolutions
      @SuccessFULLSolutions ปีที่แล้ว

      Good observation! The Lead Source field is hidden. When building your forms, you have an option to hide fields and enter/pass the value you want. You still map it to the respective field in the CRM under the integration section, but the user cannot see the field on the front end.

  • @SuccessFULLSolutions
    @SuccessFULLSolutions ปีที่แล้ว

    Watch the full video! th-cam.com/video/xSKX68QcQ_Y/w-d-xo.html

  • @SuccessFULLSolutions
    @SuccessFULLSolutions ปีที่แล้ว

    Watch the full video! th-cam.com/video/42pBOb0338o/w-d-xo.html

  • @SuccessFULLSolutions
    @SuccessFULLSolutions ปีที่แล้ว

    If you'd like to learn more about Zoho applications, visit learn.successfullsolutions.com for free courses/training.

  • @SuccessFULLSolutions
    @SuccessFULLSolutions ปีที่แล้ว

    Watch the full video! th-cam.com/video/JmxQZgvmYWw/w-d-xo.html

  • @sactm1200
    @sactm1200 ปีที่แล้ว

    Thanks for your video. I learned something no one else has shown! Question for you...Is there a way to make each Deal in a CRM become a Milestone in a Project (as opposed to a new Project each time)? The use case is wanting to have a single Project match up to an Account in Zoho CRM...and then have each Deal associated with that Account match up to a Milestone...all in one singular Project. I'm looking to avoid having 10 Projects for a single Account. Most of our Deals will have 95% of the work done within the first couple of months, and then it's basically an annual checkup/revisit after that. Because there are a few annual tasks every year afterwards, the Deal and/or Project never actually ends, so to speak. Hence not wanting to have 10 open Projects for each Account. (Feel free to let me know if my thinking is off here!)

    • @SuccessFULLSolutions
      @SuccessFULLSolutions ปีที่แล้ว

      Good question! If you haven’t already, try Zoho Flow. If you’re a developer, you may be able to code it. We will be creating a community soon where we can go more into depth on questions like this. Be sure to connect with us by registering for SuccessFULL Learning and I’ll let you know when we get the community set up.

  • @SuccessFULLSolutions
    @SuccessFULLSolutions ปีที่แล้ว

    The 4th tip is most likely to push your business to the next level

  • @SuccessFULLSolutions
    @SuccessFULLSolutions ปีที่แล้ว

    th-cam.com/video/tqWqouYF7QE/w-d-xo.html

  • @MobileExperienceChris
    @MobileExperienceChris ปีที่แล้ว

    I wanted to like this app. It’s very beautiful and flashy compared to Evernote. Unfortunately it didn’t import all of my Evernote notes. I had a Lot of empty notes after the migration.

    • @SuccessFULLSolutions
      @SuccessFULLSolutions ปีที่แล้ว

      That’s unfortunate. I’ve only migrated from Evernote once and it was years ago. I didn’t have the same experience. See if it will allow you to migrate again.

  • @golfsinger12
    @golfsinger12 ปีที่แล้ว

    Can you change the size of font?

  • @SuccessFULLSolutions
    @SuccessFULLSolutions ปีที่แล้ว

    Watch now! th-cam.com/video/3YeVDTeeRsg/w-d-xo.html

  • @SuccessFULLSolutions
    @SuccessFULLSolutions ปีที่แล้ว

    Download now! www.successfullsolutions.com/wp-content/uploads/2023/03/Content_Vault_Inforgraph.pdf