Zoho Bigin (CRM) and Zoho Campaigns Core Walkthrough And Setup
This client needed basic setup for Bigin and Campaigns. We discussed some difference between Bigin and CRM along with importing a list into Bigin and Campaigns. We sent a test email using campaigns too.
Visit our Online Community
Distinct is launching a vibrant online community that is totally free! Talk with others in your industry, download free graphic packs, take advantage of exclusive workshops, and more!
Click here to sign up for our community.
Related Articles
What Tools For Online Donations Can Distinct Use?
Option 1 is our preferred option which would be using ZOHO Checkout. If zoho is used Distinct can provide setup. If a third-party tool is used, the client will do most of the setup and provide Distinct with a link or embedding code. Some additional ...
Update Settings in Zoho Connect Group
Update Settings In Zoho Connect Group Made by Vincent Aguirre with Scribe 1. Navigate to https://connect.zoho.com/portal/intranet/myfeed 2. Click on the group you would like to edit. 3. Click here. 4. Click "Settings" Made with Scribe
Creating An Account In Zoho Books
Creating an Account Made by Shelby Aguirre with Scribe 1. Navigate to https://books.zoho.com/app#/home/dashboard 2. Click "Accountant" 3. Click "Chart of Accounts" 4. Click "New Account" 5. Click "Other Asset" 6. Click here. 7. Click this text field. ...
Creating A Product For Zoho Subscriptions
Creating a Product for Subscriptions Made by Shelby Aguirre with Scribe 1. Navigate to https://subscriptions.zoho.com/app#/zs-products/list/2758359000000075011?filter_by=ProductStatus.All 2. Click "New" 3. Type "Annual Dinner [[tab]]" 4. Click "Save" ...
Creating An Item In Zoho Books
Creating an Item Made by Shelby Aguirre with Scribe 1. Navigate to https://books.zoho.com/app#/home/dashboard 2. Click "Items" 3. Click this icon. 4. Click this text field. 5. Click the "Service" field. 6. Click this text field. 7. Type "11-24 ...