Rise and Shine: Your Dose Of Business Tech Inspiration

Team Folders in Zoho WorkDrive are one of the best ways to manage shared files across departments, clients, and projects — but are you using them right?

In this episode, Charly explains how to set up and administer Team Folders properly, and how users can find and join existing folders to collaborate without clutter.

📌 You’ll learn:

✅ What Team Folders are and why they’re better than just sharing a file

✅ Admin-level settings to control who can do what

✅ How to keep your folder structure organised and secure

✅ Where users go to discover and join shared Team Folders

✅ Tips for maintaining visibility while limiting access

Whether you're an admin managing a team or a user trying to find the right docs, this walkthrough will help you make the most of WorkDrive.

💼 Try Zoho WorkDrive via Zoho Mail:

https://askcharlyleetham.com/likes/zohomail

(Charly receives a commission for purchases made from this link)

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Switching email providers isn’t just about flicking a switch — it’s about timing, planning, and minimising disruption. In this episode, Charly breaks down the order of operations you must follow when changing email platforms, whether you’re moving to Zoho Mail, Google Workspace, or elsewhere.

📌 You’ll learn:

✅ When to migrate mailboxes

✅ When to update DNS records and point MX to the new provider

✅ How to minimise downtime or lost emails

✅ Why cutover timing matters for user experience

✅ What you must communicate to your team or clients ahead of time

Get the migration right the first time and avoid the stress of lost messages and broken systems.

💼 Try Zoho Mail here:

https://askcharlyleetham.com/likes/zohomail

(Charly receives a commission for purchases made from this link)

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Spotify: https://askcharlyleetham.com/likes/rise-and-shine

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Switching from Google Workspace to Zoho Mail doesn’t mean starting over — you can bring your old email with you. In this episode, Charly walks through the steps to migrate your emails quickly and efficiently from Google Workspace to Zoho Mail.

Whether you’re migrating a single inbox or your whole team, the built-in migration tools in Zoho make the process seamless and secure.

📌 You’ll learn:

✅ How to authorise Zoho Mail to access your Google Workspace

✅ How to configure and run a migration — including for multiple accounts

✅ How to verify and manage what’s been imported

✅ The rules and filters you may want to apply post-migration

Don’t lose a single conversation — get your business inboxes moved with confidence.

💼 Try Zoho Mail and start your migration here:

https://askcharlyleetham.com/likes/zohomail

(Charly receives a commission for purchases made from this link)

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Spotify: https://askcharlyleetham.com/likes/rise-and-shine

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Managing business relationships starts with knowing who’s who — and Zoho Contacts gives you a powerful, centralised way to keep your address book up to date and connected across your Zoho apps.

In this episode, Charly walks through how Zoho Contacts works, why it’s different from your regular email contact list, and how to use it effectively.

📌 You’ll learn:

✅ What Zoho Contacts are and where to find them

✅ How to add, edit, and organise contacts

✅ Syncing contacts across Outlook or GMail (Google Worksuite)

✅ Best practices for managing client, team, and vendor info in one place

Keep your contact list clean, searchable, and securely backed up — whether you're emailing, scheduling meetings, or managing your business day-to-day.

💼 Try Zoho Mail (including Zoho Contacts) here:

https://askcharlyleetham.com/likes/zohomail

(Charly receives a commission for purchases made from this link)

📢 Join the discussion in my community: https://askcharlyleetham.locals.com

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LinkedIn Company: https://www.linkedin.com/company/ask-charly-leetham/

Spotify: https://askcharlyleetham.com/likes/rise-and-shine

Apple Podcasts: https://podcasts.apple.com/us/podcast/ask-charly-leetham-online-business-manager/id1659738721

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Feeling overwhelmed by scattered thoughts, tasks, and reminders? Zoho Notes might be the hidden gem inside Zoho Mail that helps you stay organised and productive — without leaving your inbox.

In this episode, Charly explores how to use Zoho Notes effectively from within the Mail interface and introduces the full Zoho Notebook experience for structured note-taking, to-do lists, and more.

📌 What you’ll discover:

✅ How to create and manage Notes directly in Zoho Mail

✅ The difference between Notes in Mail and the Zoho Notebook app

✅ How to use checklists, colour-coding, and tags for better organisation

✅ Why digital note-taking can streamline your day and reduce overwhelm

Whether you’re jotting quick ideas or tracking ongoing projects, Zoho Notes can simplify how you capture and access important info — right where your work happens.

💼 Try Zoho Mail (including Zoho Notes) here:

https://askcharlyleetham.com/likes/zohomail

(Charly receives a commission for purchases made from this link)

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Spotify: https://askcharlyleetham.com/likes/rise-and-shine

Apple Podcasts: https://podcasts.apple.com/us/podcast/ask-charly-leetham-online-business-manager/id1659738721

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Tired of forwarding customer emails between team members or missing important messages? A Shared Mailbox Group in Zoho Mail might be the solution you didn’t know you needed.

In this episode, Charly explains how Shared Mailboxes help teams manage common inboxes — like support@, sales@, or info@ — without needing to share login credentials or miss a beat.

📌 Here’s what you’ll learn:

✅ What a Shared Mailbox Group is and how it works

✅ How to set one up in Zoho Mail

✅ Ways to assign, track, and collaborate on emails without confusion

Whether you’re a solo operator with a VA or a growing team, Shared Mailboxes can massively improve communication flow and client response times.

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Spotify: https://askcharlyleetham.com/likes/rise-and-shine

Apple Podcasts: https://podcasts.apple.com/us/podcast/ask-charly-leetham-online-business-manager/id1659738721

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Ever wished your team emails could be more like a chat — but still formal enough for business? That’s where Zoho Groups and Streams come in.

In this episode, Charly explains how Zoho Groups help you manage shared communication with teams, departments, or project-based distribution lists — and how Zoho Streams turns that email traffic into a conversation-style feed, improving visibility and collaboration.

📌 You’ll learn:

✅ What Zoho Groups are and how to set one up

✅ How to configure group settings and permissions

✅ What “Streams” are and how they transform inbox clutter into smart collaboration

✅ How to post, tag, and comment within your inbox

Whether you’re managing a growing team or just want your group emails to be more effective, this feature combo is seriously underrated — and totally free with Zoho Mail.

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Spotify: https://askcharlyleetham.com/likes/rise-and-shine

Apple Podcasts: https://podcasts.apple.com/us/podcast/ask-charly-leetham-online-business-manager/id1659738721

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If your inbox is your to-do list (and it's chaos), it’s time to rethink your workflow. In this episode, Charly dives into Zoho ToDo — the simple, built-in task management tool that integrates seamlessly with Zoho Mail and Zoho Calendar.

📌 You’ll learn:

✅ What Zoho ToDo is and how it works

✅ How to quickly turn emails into actionable tasks

✅ How ToDos sync with your calendar for smarter planning

✅ How to organise tasks by folders, priorities, and due dates

✅ Why it’s perfect for busy professionals who don’t want “just another app”

Whether you’re managing your day, planning follow-ups, or trying not to forget that one important email, Zoho ToDo can keep your tasks in one place — without needing a separate app.

💼 Try Zoho Mail (includes ToDo) here:

https://askcharlyleetham.com/likes/zohomail

(Charly receives a commission for purchases made from this link)

📢 Join the discussion in my community: https://askcharlyleetham.locals.com

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Spotify: https://askcharlyleetham.com/likes/rise-and-shine

Apple Podcasts: https://podcasts.apple.com/us/podcast/ask-charly-leetham-online-business-manager/id1659738721

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Tired of juggling between calendar apps and video tools? In this episode, Charly explores the meeting integrations available within Zoho and helps you decide which works best for your business setup.

🧩 You'll learn:

✅ What the free forever Zoho Meeting tool offers

✅ How to integrate Zoom directly with your Zoho Calendar

✅ How to use Google Meet inside Zoho via your Google account

✅ Why Microsoft Teams requires a paid subscription

✅ When and why you'd want to use each platform for client meetings or team huddles

If you live in your calendar and depend on video calls, this episode will help you streamline your tech stack and keep it productive — and free, where possible.

💼 Explore Zoho Mail and integrations:https://askcharlyleetham.com/likes/zohomail

(Charly receives a commission for purchases made from this link)

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LinkedIn Company: https://www.linkedin.com/company/ask-charly-leetham/

Spotify: https://askcharlyleetham.com/likes/rise-and-shine

Apple Podcasts: https://podcasts.apple.com/us/podcast/ask-charly-leetham-online-business-manager/id1659738721

iHeartRadio: https://www.iheart.com/podcast/269-ask-charly-leetham-online-105944212/

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access a calendar shared with you, what permissions are available, and how to manage your calendar settings like a pro.

📌 In this episode, Charly covers:

✅ Where to find shared calendars in Zoho Mail

✅ How to accept and manage a shared calendar

✅ What each access level (view, edit, manage) means

✅ How to customise calendar settings for better productivity

Whether you're working with a team or simply trying to keep your business organised, Zoho's calendar sharing features help streamline your scheduling.

🗓️ Try Zoho Mail & Calendar here:

https://askcharlyleetham.com/likes/zohomail

(Charly receives a commission for purchases made from this link)

📢 Join the discussion in my community: https://askcharlyleetham.locals.com

Follow us:

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LinkedIn Company: https://www.linkedin.com/company/ask-charly-leetham/

Spotify: https://askcharlyleetham.com/likes/rise-and-shine

Apple Podcasts: https://podcasts.apple.com/us/podcast/ask-charly-leetham-online-business-manager/id1659738721

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