Streamlining Business Processes for Entrepreneurs | Small Business Heroes E09
In the ninth episode of Small Business Heroes, a CustomersSpeak series, we had a conversation with Pamela Crenshaw from Chicago ZUG. Pamela's entrepreneurial journey has helped her understand the challenges of starting a business and setting up various business processes efficiently. She noticed her friends having a difficult time with their new ventures, which inspired her to start 'Simplify Bizness', a virtual assistance business that offers a virtual team to remotely take care of business processes such as marketing, book-keeping, and recruitment.
Watch the video.
Check out the previous episodes of Small Business Heroes here.
P.S. To get featured as a small business hero in the next episode, write to us at community-team@zohocorp.com.
Check out the previous episodes of Small Business Heroes here.
P.S. To get featured as a small business hero in the next episode, write to us at community-team@zohocorp.com.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Vinit Tibrewal
Sticky Posts
How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Marketer's Space - Why email marketing matters in ecommerce (and how to get started with Zoho Campaigns)
Hello Marketers, Welcome to this week's Marketer's space post. Today, we'll discus why email marketing matters in ecommerce businesses. Running an online store is exciting but challenging. If you're running an online store, you've probably experiencedZoho Campaigns Event timestamps do not propagate to Zoho CRM
We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be foundKaizen #121 : Customize List Views using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and IsSetting default From address when replying to request
At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com. The first two are really internal address that should never be seen by the customer andIn place field editing for candidates
Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, howeverExplore Your Support Reach with Zoho Assist’s Geo Insights
Understanding where your remote support sessions are happening can help you make smarter decisions, allocate resources effectively, and improve overall customer satisfaction. In this week's Zoho Assist's community post we will be exploring Geo InsightsDirect Integration Between Zoho Cliq Meetings and Google Calendar
Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not justFormatting of text pasted into Zoho documents
Howdy, I'm a newbie and finding Zoho an improvement to MS Word. Consider yourself hugged. High on my wish list would be plain text cut-and-paste. When pasting text from the web to Zoho, presently Zoho imports the formatting along with the text. This means that every cut-and-paste operation brings in text in a different font, size, or style. Can we have at least the option of importing plain text without formatting (or better yet, is this option already out there?) ... Thanks HelenAdd additional features to Zoho Tables
Zoho Tables is a really great tool, why not add features like diagramming capability into the tool from applications like Draw.io which I believe is open source, you should be able to do wireframes, process flow diagrams, network design, etc. Please noteZoho sheet
Unable to share zoho sheet with anyone on internet with editer option only view option is showThe Social Wall: August 2025
Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.The Social Wall: July 2025
Hello everyone! July has brought some exciting new updates to Zoho Social. From powerful enhancements in the Social Toolkit to new capabilities in the mobile app, we’ve packed this month with features designed to help you level up your social media presence.Use Zoho Creator as a source for merge templates in Zoho Writer
Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data fromTagged problem !!!
Damn it, we're one of dozens of construction companies in Africa, but we can't link purchasing invoices to projects. Why isn't this feature available?Enable Password Import option in ulaa browser
Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. ManuallyLimited review (/questions) for Bookings 2.0
Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularlySyntax for URLs in HTML Snippets
What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link toThe Social Wall: June 2025
Hello everyone, We’re back with June Zoho Social highlights. This month brought some exciting feature updates—especially within the Social Toolkit—to enhance your social media presence. We engaged with several MSME companies through community meet-upsMake panel configuration interface wider
Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.Tip 7: How to fetch data from another application?
Hi everyone, Following our Zoho Creator - Tips and Tricks series every fortnight, we are back today with a tip based on one of the most popular questions asked in our forum. This tip would help you fetch data from another application(App B) and use itThe Social Wall: May 2025
Hey everyone, We're excited to share some powerful updates for the month of May! Let's take a look! Reply to your Instagram and Facebook comments privately through direct messages Are you tired of cluttered comment threads or exposing customer queriesSub-Form Fields as Filters for Reports
Hi, I would like to use the Sub-Form Fields as Filters in Reports just like we do for Main Page Fields. Thanks DanHow to change the format for phone numbers?
Mobile phone numbers are currently formatted (###) ###-####. How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?Zoho CRM Formula - Current Time minus Date/Time field
Hello, I am trying to prevent duplicate emails going to clients when more than 1 deal is being updated. To do this, I would like to create a formula to identify if a date/time field is >= 2 hours ago. Can someone please help me write this formula? Example:Per Level Approval for admins
We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have optionDefault Sorting on Related Lists
Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'createdBilling Management: #7 Usage Billing in Telecom & Internet Service Provider
Telecom and Internet Service Providers operate in markets where usage varies drastically from one customer to another. While flexible, usage-based models align revenue directly with consumption, they also introduce operational challenges like real-timeZoho Sprints - Q3 updates for 2025
The updates for the third quarter of 2025 are out. A few significant features and enhancements have been rolled out to improve user experience and product capabilities. The following are the updates: Manage tags and cluster tags Record and maintain projectKaizen #208 - Answering your Questions | Functions, AI and Extensions
Hello Developers! Welcome back to a fresh week of Kaizen! We are grateful for your active participation in sharing feedback and queries for our 200th milestone. This week, we will answer the queries related to Functions and Extensions in Zoho CRM. 1.Zoho Projects Webhook fails with HTTP Error 0
Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and logZoho CRM still doesn't let you manage timezones (yearly reminder)
This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet meCreating Restaurant Inventory Management on Zoho
Hi, We run a small cloud kitchen and are interested to use Zoho for Inventory and Composite Item tracking for our food served and supplied procured to make food items. Our model is basically like subway where the customer can choose breads, veggies,To Zoho customers and partners: how do you use Linked Workspaces?
Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how isZoho Forms to Zoho CRM : First/Last Name to just Name ?
When integrating a Zoho Form into the Accounts menu of the CRM I'm having trouble with how names are formatted ; In Forms the data is available as First Name or Last Name In the CRM there is only one field called Name How can I ensure that "John" "Smith"Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithThis festive season, offer discounts with coupon code support in Stripe Checkout
Hello form builders! It’s the festive season, the perfect time to spread joy and great deals! Now, with Zoho Forms’ latest enhancement for Stripe Checkout, you can do exactly that with coupon codes! Your payment forms integrated with Stripe Checkout canCómo creo una factura negativa o de abono?
NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permitePower of Automation::Streamline log hours to work hours upon task completion.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Is CRM On Premise available
Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, DevashishLast activity time is acting like last modified time
When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities likeNext Page