In this tutorial, we delve deep into the integrations between the newly launched Zoho FSM, Zoho CRM, and Zoho Books, showcasing their capabilities and workflows. Dive in to see how these tools elegantly interlink, streamlining business processes from lead acquisition to invoicing, and gain mastery over the best practices in field service management.
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0:00 Intro
1:41 Agenda
2:48 Application Overview
18:06 Work Orders & Dispatch Workflow
37:15 Workflows & Automation
44:17 Zoho CRM & Zoho Books Integration
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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.
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