Zoho CRM Reports Walkthrough | How to use Zoho CRM Reports | Zoho CRM Tutorial | Zoho Expert
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Күн бұрынBlu Inner Circle
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** For a limited time only, use the coupon BLUEARLYBIRD to get 40% off **
Zoho CRM Reports have changed the way that they look and feel. With this change comes a ton of new functionality, but for some it may be confusing. In this video I walk through:
00:00 - Intro
01:26 - How to find the new Zoho CRM Reports
02:24 - How to build the parent child relationships in the CRM
05:48 - How to aggregate and group data
Still have some questions? Register for our FREE office hours to get 1-on-1 time with a Zoho Expert: bluroot.ca/office-hours/
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@davidcook6789 Жыл бұрын
Your earlybird code isn’t working
@agung_laksana Жыл бұрын
Can I dynamically set the date range in report and send it automatically using email? For example, I need to create a report that explains about lead qualification from 8 am to 5 pm. and at 5 pm send it automatically using email
@BluRoot Жыл бұрын
You cannot specifically put a time range like that, but in the report you could say show me all leads created 'Today" and send the report at 6pm.. And or a report that says all leads created "yesterday" and send that out at 9am the next day.
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