Import-ant Clues in Your CRM Timeline - CRM Zen Show Episode 380

Video Description

Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded for Friday, November 7, 2025, and hosted by Tyler Colt & Greg Belnap. 💡 Need Help With Your Zoho Instance? 📅 *Book a Meeting* - https://zenatta.com/#free-consultation?utm_source=YT 🚨 *UPCOMING MONTHLY TUTORIAL* 🚨 Zoho Books vs. QuickBooks: Feature Comparison October 21, 2025, 10:00 AM Pacific Standard Time https://club.zenatta.com/c/zenatta-events/?sort=asc *FREE Zoho One Trial* https://store.zoho.com/ResellerCustomerSignUp.do?id=6b3c9b7d4ae34f903107c0424bf95f7a *Don't Miss Any Zoho News, Tips, Events & More* *Subscribe To Our Newsletter* - https://zenatta.com/newsletter/ 📍 *Google Address AutoComplete Extension* 📍 Map Out Your Success with Precision! 👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm 🏥 *Zenatta CRM Health Check Extension* 🏥 A Clean System Is A Better System! 👉https://marketplace.zoho.com/app/crm/zenatta-health-check-for-zoho-crm 💥 *Zoho Team Training Programs* 💥 Train Your Team In Less Than A Week! 👉https://zenatta.com/training/?utm_source=youtube_d&utm_term=3i56L_KpdeA 🌀 *ZPortals* 🌀 Sign Up Through Zenatta Consulting for 10% Off Your First Month - 👉https://zportals.com/signup/?plan=CP003&Affiliate=JYTRE88DFSD5 🎬 *TIMESTAMPS* 🎬 This Episode Was Produced By - Podcaster Zen ----https://podcasterzen.com/ 0:00 Intro *Zoho News* 1:13 Zoho CRM: Timeline Tracking for Imports and Bulk Write API 5:51 Zoho Bigin: Draft and Schedule Emails 8:43 Zoho Desk: Article Templates 10:23 Zoho Desk: Zia Insights Now in IM Inbox 14:04 Zoho Sign: New and Improved Developer API Resources 19:18 Zoho Billing: Redesigned Quotes Module *Code Share Of The Week* 22:56 Generate and Format Payment Schedule Strings Dynamically with Deluge ----https://club.zenatta.com/c/code-share/format-payment-plan-as-string *New On Zenatta* 29:54 Franklin Skills - Case Study ----https://zenatta.com/franklin-apprenticeships-case-study/ *Tip Of The Week* 33:07 How to USE Zoho Desk for Beginners || Zoho Desk User Training https://www.youtube.com/watch?v=dENXeMemDpw How to USE Zoho Projects for Beginners || Zoho Projects Training https://www.youtube.com/watch?v=gQ5u5bzr82c *Question Of the Week* 36:54 Zoho Analytics: Sharing Dashboards with external clients ----https://club.zenatta.com/c/discussions/zoho-analytics-sharing-dashboards-with-external-clients *This Week’s Quizzes* Where will a mass action custom button appear after it’s created in Zoho Recruit? https://www.youtube.com/post/UgkxAOn5n1BRL5HhjywvfSbVY4L-GHTa2cs9 What feature in Zoho Sign helps automatically place fields like signatures and dates in documents? https://www.youtube.com/post/Ugkx-ZTrziEMPnBrtTuzMMQzi4BAANBZ0zIB 👇 *SUBSCRIBE* 👇 ️ ♦️ YouTube - https://www.youtube.com/channel/UCKRz7KrqKevWsu-frt9ELfg?sub_confirmation=1 ️ ♦️ Newsletter - https://zenatta.com/newsletter/ ️ ♦️ LinkedIn - https://www.linkedin.com/company/zenatta/ ️ ♦️ Twitter - https://twitter.com/zenattaconsult/ ️ ♦️ Facebook - https://www.facebook.com/ZenattaConsulting/ 🧠 *OTHER RESOURCES* 🧠 ️ ♦️Resource Library - https://zenatta.com/resources/ ️ ♦️Events - https://club.zenatta.com/c/zenatta-events/ ️ ♦️Club Zenatta - https://club.zenatta.com/ 💻 *ABOUT US* 💻 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. 🛑 *NEED ZOHO HELP?* 🛑 Visit - https://zenatta.com/ #CRMZenShow #Zoho #Zenatta