ZOHO HOW TO VIDEOS
We are trying to keep you up to date with videos that can show you how to perform certain functions in Zoho. Specifically using Zoho's CRM application. These videos are currently based on the desktop version of Zoho CRM. There is a mobile version available to download for your phone or tablet. IWT Consulting create systems to decrease the amount of hands on administration required by assessing and automating processes with workflows you are already performing. Please let us know if there is something specific that you would like to see on video and we will do our best to get it up and running for you and others to utilise.
Change view options in Deals module
Change the view for a module front page
Change the business card view in Deals module
Filtering records in a module menu
Adding a new field
Save a view for specific records in a module menu