Automated Invoice Creation via Zoho CRM
Configure an automation for sending out invoices based on a defined trigger in Zoho CRM.
Author: Ashton Jensen
BYU Econ grad, literature enthusiast and fast on two wheels, feet, and skis
Advanced Item Tracking in Zoho Analytics
Using this SQL query table, along with Zoho's summary reports built using it as a base table, track your item-level inventory through every possible t…
Invoice & Commission Record Creation in Zoho CRM
This post provides a sample CRM function for 'Affluence Financial Planning' to create Commission records and an Invoice.
Build a Sales Funnel SQL Table in Zoho Analytics
Learn to build a SQL table for easy business analysis in Zoho Analytics. This lesson will illustrate how to build a Sales Funnel Chart.
Link Zoho Analytics Reports to Records in Zoho Apps
Learn how to link Zoho Apps with Analytics using SQL. Instantly be taken straight to a specific record within another app from Analytics.
Sales Commissions Dashboard in Zoho Analytics
Create dashboards according to any business' criteria that update regularly in Analytics and avoid the extra monthly or quarterly work of manually cal…
Advanced Inventory Tracking in Zoho Analytics
If you are an inventory manager, this blog post could change your life. If you are not, it will at least teach you how to build some wicked inventory …
Automate Your Commissions Tracking with Zoho Analytics
Whether you work primarily out of CRM or the Zoho Finance Suite, you can use Analytics to build commissions dashboards. This involves some fairly simp…
Automated Invoice Creation from Zoho CRM
How nice would it be if you could, at the press of a button, send clients an email w/a Zoho Books invoice? Replete with “Pay Now” buttons that li…
Create All-You’ll-Ever-Need Inventory Reports with Zoho Analytics
Learn to create a customized inventory report with Zoho Analytics. This tutorial contains a link to our GitHub page for SQL code that will help with y…