Zoho CRM
Save Time & Money with Zoho CRM
In this video, Kim Mclachlan from Dynamic Digital Solutions shares how Zoho CRM can be the game-changer your business needs to streamline operations, save time, and reduce costs. Discover why servicing customers across multiple touchpoints can be ...
How to Navigate Zoho CRM
In this hands-on video, Kim Mclachlan from Dynamic Digital Solutions walks you through the essentials of navigating Zoho CRM with confidence. Whether you're new to the platform or just need a refresher, this screen-recorded demonstration will help ...
How to Create Custom Views in Zoho CRM
In this step-by-step video, Kim Mclachlan from Dynamic Digital Solutions shows you how to create Custom Views in Zoho CRM—helping you quickly access the data that matters most to your business. With screen recordings and practical tips, Kim walks you ...
How to Connect Zoho CRM to Gmail or Outlook
In this easy-to-follow video, Kim Mclachlan from Dynamic Digital Solutions walks you through the full process of connecting your Zoho CRM to Gmail or Outlook. With a detailed screen-recorded demonstration, Kim shows you exactly how to set up your ...
How to Set Up Email Templates & Campaigns in Zoho CRM
Want to streamline your email outreach? In this video, Kim Mclachlan from Dynamic Digital Solutions shows you how to set up email templates, create email campaigns, and choose the right Zoho app for the job—whether that’s Zoho CRM, Zoho Campaigns, or ...
Popular Articles
How to Create a Button to Web Tab
Creating a Button to Web Tab in Zoho CRM allows you to embed external web pages or custom applications within your CRM interface. Step 1: Navigate to Settings and under Customisation, select Modules and Fields. Step 2: Select the Module where you ...
How to Connect Zoho CRM to Gmail or Outlook
In this easy-to-follow video, Kim Mclachlan from Dynamic Digital Solutions walks you through the full process of connecting your Zoho CRM to Gmail or Outlook. With a detailed screen-recorded demonstration, Kim shows you exactly how to set up your ...
How to Create Custom Views in Zoho CRM
In this step-by-step video, Kim Mclachlan from Dynamic Digital Solutions shows you how to create Custom Views in Zoho CRM—helping you quickly access the data that matters most to your business. With screen recordings and practical tips, Kim walks you ...
How to Navigate Zoho CRM
In this hands-on video, Kim Mclachlan from Dynamic Digital Solutions walks you through the essentials of navigating Zoho CRM with confidence. Whether you're new to the platform or just need a refresher, this screen-recorded demonstration will help ...
Save Time & Money with Zoho CRM
In this video, Kim Mclachlan from Dynamic Digital Solutions shares how Zoho CRM can be the game-changer your business needs to streamline operations, save time, and reduce costs. Discover why servicing customers across multiple touchpoints can be ...