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Building Expert Business Solutions with Zoho CRM

You're reading from   Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

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Product type Paperback
Published in Aug 2021
Publisher Packt
ISBN-13 9781800564664
Length 352 pages
Edition 1st Edition
Concepts
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Author (1):
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Dominic Harrington Dominic Harrington
Author Profile Icon Dominic Harrington
Dominic Harrington
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Table of Contents (22) Chapters Close

Preface 1. Section 1: Laying the Foundation
2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER 3. Chapter 2: Leads – Getting It Right the First Time 4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth 5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM 6. Section 2: Take Your CRM to the Next Level
7. Chapter 5: Working with Other System and Custom Modules 8. Chapter 6: Game-Changing Workflows and Automations 9. Chapter 7: Essential Systems Administration 10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations 11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM
12. Chapter 9: Zoho Campaigns 13. Chapter 10: Zoho Forms 14. Chapter 11: Zoho Survey 15. Chapter 12: SalesIQ 16. Chapter 13: Zoho Analytics 17. Chapter 14: Zoho Creator 18. Section 4: Measure, Learn, Evolve
19. Chapter 15: Building Actionable Reports and Dashboards (CRM) 20. Chapter 16: Best Practices to Adopt and Evolve Your CRM 21. Other Books You May Enjoy

Publishing your application

Once you've built and tested the application, it is time to publish it, which can be achieved by completing the following steps:

  1. From within the Edit Application screen, click on the Settings tab from the main menu:

    Figure 14.16 – Accessing Settings from the main menu

  2. Click on Publish within the sub-menu named Users and Control.
  3. On the next screen, click Publish again to display the following options:

    Figure 14.17 – Publishing options for your application

  4. Use the required options described in the following list and displayed in Figure 14.17:

    - Change appearance: Use this option to further customize the appearance of the web form.

    - Perma Link: Copy this link to share it by email or as a button-click URL.

    - Embed Code: Provide this code to a web developer for them to insert the code (form) into a web page.

  5. Finally, click on X to the right of the text Published URL and click on the Publish Component button in the top-right...
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