One of the requirements for GDPR is that people receiving emails should be able to easily unsubscribe from receiving them. In this video I demonstrate how you can create an unsubscribe link and add it to your videos. In doing this one thing did confuse me which was when I added the code to my own web site it didn't seem to render. I found out later that this is because it is using Java Script. So when you click on the link the unsubscribe form is there.
In this video I demonstrate how you can create Mail Merge templates for your CRM. These can give you much more felxibility and is probably how you would create a proposal in the CRM as you can add in a lot of pictures and different styling.
While I do write different reports normally I use the subtotal report which enables you to group and total the data. In this video I demonstrate how you do that:
There is a great saying which is first understand before trying to be understood. My experience is that it is all too easy to do the reverse and seek to push a message out rather than listening to what clients and prospects. And understanding what ...
One of the key reasons that businesses invest in ZOHO CRM is to organise the way they work more effectively. And that is what this eBook is about. It takes you through how you can use your CRM to get more out of your day. Home Screen: In my ...