Zoho Video Lessons
Here are some video lessons to show you how to use our new proposed Sonar Replacement system called Zoho (currently in feasibility testing).
Video 1: Why we are looking at Zoho, Introduction by Michael Linenberger
Video 2: Zoho CRM and how we will use it to replace Sonar (full original story, but dated)
Video 3: Zoho Desk (ticketing) and how to use it
Video 4: Implementing Master and Subaccounts, and how we will track Memberships
Video 5: Zoho Subscriptions for monthly invoicing (NOT IN CURRENT USE)
Video 6: Zoho Books Invoices for monthly invoicing
Video 7: How to send a Membership Agreement for Signature
Video 8: Zoho CRM for Installers, Dec 2021 Update (new screen designs, new functions)
Video 9: Zoho Tickets Dec 2021 Update (clearer explanation)
Video 10: New Member Processing, How to do it
Video 11: How to Send a Mass Email in Zoho CRM