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Data Management
Make Use of that CRM Data! (Non-SQL Dashboarding Practice)
Use Deluge to Push CRM Notes into Zoho Analytics (Intro to the Analytics API)
Understanding Zoho Finance Data in Zoho Analytics
Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!)
Easily Importing CSV Data into Zoho CRM
Organize and Visualize Your Data using Pivot and Summary Tables in Zoho Analytics
Making Your Zoho Analytics Dashboards Look Sexy (Using Charts!)
Beautifully Visualize Your Zoho CRM Data in a Zoho Analytics Dashboard
Which Form Builder Should I Use With Zoho?
The Smartest Ways to Gather Zoho Survey Data into Zoho CRM
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Course Content
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Zoho Survey
11 Topics
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Lesson Content
0% Complete
0/11 Steps
Build Your Survey
Set the Logic Rules
Create a Custom Module in the CRM to Host Your Survey Responses
Create Your Custom Variables
Build Your Survey URL
Review How to Build a Survey Link
Integrate Your Survey to CRM
Prepopulate Information Into Your Survey
Send Out Your Email and Test the Survey
More Cool Ideas for Working With Surveys
Additional Survey Practice
