All New ZOHO CRM Canvas View - Step by Step Tutorial

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  • เผยแพร่เมื่อ 7 ก.ย. 2024

ความคิดเห็น • 34

  • @BodyologyMassageSchool
    @BodyologyMassageSchool 3 ปีที่แล้ว +1

    Zoho does crazy stuff!! Thanks Lior. It's like using the CRM like a headless CMS and creating your own front end

    • @smallbusinessautomation
      @smallbusinessautomation  3 ปีที่แล้ว

      Hello brother, how things in the UK?

    • @BodyologyMassageSchool
      @BodyologyMassageSchool 3 ปีที่แล้ว

      @@smallbusinessautomation Another lockdown, so working on Zoho. The moto is 'the business process IS the product'. I did a lot of Creator stuff. Onward and Upward. So happy to see such great content in your channel!

    • @francopedro4910
      @francopedro4910 3 ปีที่แล้ว

      I know im asking randomly but does anybody know of a tool to get back into an Instagram account..?
      I stupidly lost my login password. I appreciate any help you can give me.

    • @coopergabriel1535
      @coopergabriel1535 3 ปีที่แล้ว

      @Franco Pedro Instablaster :)

    • @francopedro4910
      @francopedro4910 3 ปีที่แล้ว

      @Cooper Gabriel I really appreciate your reply. I got to the site thru google and I'm in the hacking process now.
      Takes quite some time so I will get back to you later when my account password hopefully is recovered.

  • @JTamilio
    @JTamilio 2 ปีที่แล้ว +1

    "Stop moving it!" - amen! I cannot even come close to counting how many times I've hit undo.

  • @AbrahamJankans
    @AbrahamJankans 3 ปีที่แล้ว +1

    Thanks for being out so quick with this.

  • @aminkundi
    @aminkundi 3 ปีที่แล้ว +2

    Thats a powerful customization in which Zoho is poineering. Moreover, the inline editing is a must and i am anxiously waiting for some templates like SAP Haana does have.

    • @smallbusinessautomation
      @smallbusinessautomation  3 ปีที่แล้ว +1

      Me too brother!

    • @aminkundi
      @aminkundi 3 ปีที่แล้ว

      @@smallbusinessautomation Lior. Is there any way in Zoho CRM to see all the Automated workflows, functions, field updates or any other automation Field wise.
      For example i have a field called Age on Leads module. And I hav 7 workflows and automation based of of this field. How can i see the list of those automation based on that field.

  • @MrLamans07
    @MrLamans07 ปีที่แล้ว

    The checkboxes in your Address section look very weird, they're just dashes. how can these be changed to boxes or change their look?

  • @stratospainting0414
    @stratospainting0414 3 ปีที่แล้ว +1

    Awesome job Lior. Great presentation on this product. I've just got the 30-day trial and don't see it on the Zoho One suite that I'm going to signup for. They have come so far since my last preview of using CRM and Creator. Hoping that I will be able to get the new feature. Thanks for all your help, and will see you at your training on Wednesdays. Will Subscribe to your channel. Best Wishes - Jason

    • @smallbusinessautomation
      @smallbusinessautomation  3 ปีที่แล้ว

      Thank you Jason. I see that Li sent you an email on Jan 19 and Jan 25. Did you get those emails?
      If you didnt pls email me at success@amazingbusinessresults.com and I will take care of that.

    • @stratospainting0414
      @stratospainting0414 3 ปีที่แล้ว

      @@smallbusinessautomation Yes, I did get those email. Responded to him last night. Will keep you posted..
      Time to get back to your CRM training !!!
      GREAT JOB !!

  • @yadeo
    @yadeo 3 ปีที่แล้ว +1

    I got the early access through zoho, is there a way to have the blueprints buttons and transitions outside of the related list view tab?

  • @alexk7837
    @alexk7837 3 ปีที่แล้ว +1

    You did not run the canvas to show us the final result. What would be the use case for blueprints in canvas?

    • @smallbusinessautomation
      @smallbusinessautomation  3 ปีที่แล้ว

      Check this video pls for the result th-cam.com/video/eF7cfsQUZHw/w-d-xo.html
      As for the blueprint. I didn’t see a blueprint on a canvas yet. I need to try and see how that works.

  • @Zac-sz9jt
    @Zac-sz9jt 3 ปีที่แล้ว +1

    hey mate, my subforms don't show up on the related lists... this normal?

  • @ques19
    @ques19 3 ปีที่แล้ว +1

    How long does it normally take Zoho to roll this out to everyone? It's not showing in my account yet. Do I need to do something? Also, has anyone figured a way to have address autofill happen based on Google maps info when creating a new lead?

    • @smallbusinessautomation
      @smallbusinessautomation  3 ปีที่แล้ว

      As for the address it will be soon. I cant share more info at this point.
      As for the canvas. Use this form and we will help you get it zfrmz.com/k2sI4oIPcjQYDHa0EmHu

  • @phillpalmer1451
    @phillpalmer1451 3 ปีที่แล้ว +1

    Hey, I don't seem to have that button?

    • @smallbusinessautomation
      @smallbusinessautomation  3 ปีที่แล้ว

      Pls use this link to request Zoho
      www.zoho.com/crm/canvas-registration.html

    • @phillpalmer1451
      @phillpalmer1451 3 ปีที่แล้ว

      @@smallbusinessautomation What other amazing things are we missing out on!

  • @WilliamWeekesJr
    @WilliamWeekesJr 3 ปีที่แล้ว

    Yes, Lior you are a bad designer...But you understand Zoho's logic. I'll switch with you - lol