CRM Zen Show Episode 219 – Ship Happens [Video]

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Zoho CRM Tutorial Video #43 Today, we'll be discussing the Zoho CRM dashboard and reports overview.You could use the Reports module in Zoho CRM for tracking your company activity. There’s a list of system default reports available in this module, but you could also create custom reports. This is an example of the report pipeline by stages; you could see all deals pipeline groups by the stage, every account, every deal, closing date, probability, and total sum of amount. It is also possible to create a chart for some reports. When you build your report, you could select multiple modules; you could select a parent module, then additional child module, and even more. For example, you could see a report for all accounts with all invoices and all meetings inclusive or exclusive. An additional module in Zoho CRM is the analytics module. Here you could also check the system default dashboards, but also create your custom dashboard with different components. This is an example of lead conversion to the deal. So you could build a component where you could see the total number of leads, total number of leads converted into clients, number of deals created, deals won, and total conversion rate. It is also possible to create different kinds of analytics here. Charts, lists, and some other. That's it for today's Zoho CRM setup guide.______ BONUS !!! Open a free Zoho One trial account and get a free demo from Zoho.Follow this link to open Zoho One Free Trial: https://rebrand.ly/8lq6o6h______ BONUS !!! Upgrade your free Zoho account to paid within 25 days and get a free consultation from our expert. Book your consult: https://rebrand.ly/bth0yk9______OUR SERVICESFully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle any implementation – from the simplest to the most complex – from speedy CRM configuration to integration with your ERP system and data migration, to effective training and user adoption.Quick Start CRMA functioning Zoho CRM up and running in just two weeks.Full Business PlatformAll Zoho applications and modules, 3rd party software tools integrations, data migrationsManaged ServicesOngoing support – multi-month SLA agreements or bank of hoursRequest more info at knowhow@customerization.ca training and user adoption.______ Important linksTag Customerization as your Zoho Partner: https://rebrand.ly/283zhcb______ Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/cust...Personal LinkedIn: https://www.linkedin.com/in/kiratcher...______ CONTACT USWebsite: https://customerization.ca/Email: knowhow@customerization.ca See you soon!

With all that is going on with this housing market is it right time to buy a house right now or should you wait longer before you buy a home. In this video, I'll discuss the current housing market and what the near future might hold for home buyers and home sellers. Learn More About Foreclosure.Com - https://bit.ly/RBFindForeclosures▶ VISIT MY VIDEO PLAYLISTS Click on the link to learn more - https://www.youtube.com/c/RicBender/playlists▶ MOOMOO Stock Trading Platform - Get 10 Free Stocks Up To $2,000Commission-Free Professional Trading AppClick the link to learn more - https://bit.ly/RBUSMARKET▶ HARD ASSETS ALLIANCE The Best Way to Invest in Gold & Silver Standard Account - Precious Metals IRA and MoreClick on the link to learn more - https://bit.ly/RBHardAssets▶ GROUNDFLOORReal Estate Investing For Everyonehttps://bit.ly/RBGroundFloor▶ FIND FORECLOSURES & PRE-FORECLOSURES EASYGet the best real estate deals first, with one simple searchClick on the link to learn more - https://bit.ly/RBFindForeclosures▶ INVEST IN YOU WITH SKILLSHAREGet One Free Month of SkillshareExplore thousands of hands-on creative classes.Click the link to learn more - https://bit.ly/RBSkillShareOffer▶ IPEC Accredited Coaching Programs Become a certified Life Coach, Executive Coach, or Business Coachwith an iPEC Coach Certification.Click the link to learn more - https://bit.ly/BecomeiPecCoach▶ ABOUT THE CHANNEL Subscribe to reach your financial goals and build better money habits.Subscribe today - https://www.youtube.com/c/RicBender▶ CONNECT WITH ME Twitter: https://www.twitter.com/ricbenderWebsite: https://www.ricbender.comRumble: https://rumble.com/user/RicBender▶ JOIN MY NEWSLETTEREmail Newsletter: http://eepurl.com/hSKhnT▶ VIDEO NOTESBuyers Gaining Time and Options as Housing Market Rebalances (July Market Report)U.S. home values fell 0.1% from June to July, the first decline in the raw Zillow Home Value Index since 2012. Home values fell last month in 30 of the 50 largest metro areas, but are still up 16% from a year ago. Rising inventory is being driven by homes lingering on the market and new listings trailing pre-pandemic levels. It took 10 days for a listing to go pending in July, two days longer than in June.Rent appreciation is slowing, but the growth rate remains much higher than pre-pandemic levelsAfter two years of unprecedented growth, national home values fell slightly month-over-month for the first time since 2012, the year home values hit a trough after the housing bubble and bust of the aughts. While July’s housing market data update is big news, and could get first-time buyers’ hopes up, the future is unlikely to bring meaningful improvement to housing affordability.Click on the link to read Zillow article - https://www.zillow.com/research/july-2022-market-report-31345/▶ D I S C L A I M E R S + D I S C L O S U R E S This content is for educational and entertainment purposes only. This description contains affiliate links that allow you to find suggested resources. When you purchase items from these affiliate links Ric Bender may receive compensation. Thank you for your support of this channelKEYWORDS Is It RIGHT TIME To Buy A House Right Now, right time to buy a house, is it time to buy a house, should i buy a house in 2022, buy a house now or wait, buy a house right now or wait, should i buy a house right now, housing market, housing market crash, housing market 2022 forecast, is now the time to buy a house, Ric Bender, i want to buy a house, is it right time to buy a house, is it good time to buy house right now, housing market 2022, is it a right time to buy a house now,#housingmarket #buyahouse #realestatemarket ▶ TAGS#ricbender, Ric Bender, personal finance, financial wellness, real estate market, housing market, personal finance 101, finance, financial education, investing, financial well-being, Financial Wellness, personal finance coach, building wealth, wealth building, wealth-building, investing for beginners, financial wellness strategies, wealth building strategies, money, money tips, personal finance tips