This is amazing! Thank you so much Nick

I enjoyed every bit. thanks for sharing

Superb Nick. Very slick presentation.

Great Video Nick, thanks a lot! this helped me alot at a beginner level. i was wondering do you also have a guide for managers - on how to setup the organizations' automation, pipelines and layouts for smoother working of the sales reps?

Thank you!

Hi Nick , thanks for the informative video. what are your opinions on Qwilr CRM, how would you say it compares to Zoho CRM?

Thank you for this very informative video on ZOHO CRM I've been looking for something to test as a free option CRM to see if it will help me. I'll give it a go and see where it leads. Thanks for explaining so well.

@NickBoardman

2 жыл бұрын

Thanks for the kind comment! If you have any questions about Zoho CRM or any other CRM system you try, please do not hesitate to ask!

Very helpful. Thank you!

@NickBoardman

Жыл бұрын

My pleasure, Nicole!

Hi Nick, using the free version to test out Zoho. I imported a csv file and had nowhere to put some information in so I mapped it to "Description information" I'm trying to create a look up for those contacts but don't see Description information as a choice in the "Filter Accounts By" window. Any help here?

Such a great video Nick. Thank you for sharing. Me being a DJ I am usually a B2C business. You said having an account name is mandatory. How would I do an account name if they are usually a 1-time customer? Should I do the customer name? or should I make an all-inclusive one like a B2C account? Thank you for your input. Have a great day.

@NickBoardman

2 жыл бұрын

Hi Ronnie, thanks for the kind comments! I would create the account as the client's surname with a unique ref number and then add all of the contacts associated with that 'account' to the account record. For instance, my account would be 'Boardman', and then a contact record 'Nick Boardman' would be added to the account. I hope this helps. If you have any further questions, please do not hesitate to ask!

Awesome. Thanks

@NickBoardman

Жыл бұрын

My pleasure Eddy!

Excellent tutorial!!

@NickBoardman

Жыл бұрын

Thank you! Cheers!

Nick, GREAT tutorial, thanks for helping the community! I am very familiar with CRM’s(decades using them among several corporate employers). My dilemma is I have around 10,000 contacts in my iCloud account and I would like to sync those contact to ZOHO as leads. I’ve been looking through the ZOHO apps for an answer, unfortunately, I haven’t found a solution. As you can imagine, importing such a high number of contacts is a little scary if it were not ported correctly. ANY THOUGHTS.

@NickBoardman

Жыл бұрын

I am pleased to hear you like the video! This is certainly something we would be able to help with, feel free to email me at nick@crmcrew.co.uk and we can discuss your data import options!

Hi Nick, thank you so much for the explanation about Zoho. But, I got confused lil a bit about what is differences between Contact Name and Account Name? I thought, Account Name is refer to Account Nama as stated in bank account. CMIIW. Thanks

another Great Video Nick! Zoho should hire you - You've explained their product very well. I'm on the fence between this and Salesforce, thing is with this is that each input screen is right sized but then looking at each view is BIG but then when you edit a record it is so small, you can't right size the window you are looking at. that's just my opinion QUESTION. Will the task show up under the Account and the contact?

@NickBoardman

2 жыл бұрын

Thanks a lot!! Hahahah, I will pass the message on to Zoho! Answer: Yes, provided the task is associated with both the account and contact (which happens automatically) then you will be able to see the task in both areas of the system. If you are struggling to decide between the two systems, feel free to email me at nick@crmcrew.co.uk and we can book a meeting to discuss which system would be more suitable for your business!

@dons1643

2 жыл бұрын

@@NickBoardman Nick do you know how to add Calendar icon /shortcut view to bar on left side of screen on Zoho CRM? IT is annoyingly at top rt. of screen,... thanks

@NickBoardman

2 жыл бұрын

Hi Don, to the best of my knowledge I do not believe this is possible unfortunately.

Hello... I don't have leads on my homepage? Help! Thanks

Hi Nick, Is there a tutorial on how to customise your Deals?

@NickBoardman

Жыл бұрын

Hi Alisha, what are you trying to customise on your deals? I am sure we have a video on this!

After converting leads to contacts , At the end of the month I need a record of all the leads that came in but if after converting they get shifted to contacts/accounts. How do I make sure I get a complete list of all the leads so far ?

@NickBoardman

2 жыл бұрын

Great question! So if you want to see all the leads that came into the system for a particular month you are best to use the reporting inside of Zoho CRM, and you can create filter criteria for the report. I hope this helps! If you have any additional questions please do not hesitate to ask.

Can someone else manage the ZOHO CRM without the credentials to the account?

@NickBoardman

2 жыл бұрын

Hi Sumnima, in order to manage the account a login would be required. Hope this helps!

What is the difference between LEads and Contacts in Zoho

@NickBoardman

Жыл бұрын

Hi, watch this video and it will explain the difference. The system is different but the principle remains the same - kzread.info/dash/bejne/nHyuq6mAhZC2mJM.html. I hope this helps!

what is the difference between contacts and account

@NickBoardman

2 жыл бұрын

Hi Ramit, think of contacts as people that work for organisations, and accounts are the organisations people work for. Contacts = People (employees). Accounts = Businesses. I hope this helps!

Sir my company ask me to fill the opportunities at crm but I don't know how to use crm

@NickBoardman

Жыл бұрын

Hi Irfan, we offer training services if this would be helpful?

@NickBoardman

Жыл бұрын

@Abdul Samseer We provide 1-1 training, feel free to email me at nick@crmcrew.co.uk to learn more!