In this video tutorial, we walk you through how to integrate QuickBooks with Zoho CRM. Since this isn’t as simple as finding a connector in the CRM we thought we would share all the steps involved in this process. Codeshare can be found at club.zenatta.com. Enjoy!
🚨 UPCOMING LIVE STREAMS 🚨
Zoho CRM Full Product Tutorial – 2022
February 15, 2022, 10:00 AM Pacific Time
Register at – https://zenatta.com/events/
🎬 TIME STAMPS 🎬
0:00 Intro
0:12 Using Leads Overview
0:35 Recommended Lead Statuses
2:10 How Leads Work
2:40 Benefits of Zoho Forms For Lead Generation
3:40 What is Lead Conversion Mapping
4:25 Converting a Lead
5:05 Scenarios for using the Leads Module
👇 SUBSCRIBE 👇
♦️ YouTube – https://www.youtube.com/channel/UCKRz7KrqKevWsu-frt9ELfg?sub_confirmation=1
♦️ Newsletter – https://zenatta.com/newsletter/
♦️ Twitter – https://twitter.com/zenattaconsult/
♦️ Facebook – https://www.facebook.com/ZenattaConsulting/
♦️ LinkedIn – https://www.linkedin.com/company/zenatta/
🧠 OTHER RESOURCES 🧠
♦️ Resource Library – https://zenatta.com/resources/
♦️ Events – https://zenatta.com/events/
♦️ Club Zenatta – https://club.zenatta.com/
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit – https://zenatta.com/
#ZohoCRM #Leads #Modules