To easily access files associated with a contact record, use the Links tab and create either a link to a specific file or to an entire folder or directory of files. It’s easy!
We posted a previous blog on the basics of Zoho CRM Pipelines, and how they can be used to better manage your financial information and revenue streams. But there are more advantages to using pipelines beyond this. They are also a great way to streamline your sales process across multiple teams using pipeline-specific layouts. When initially setting up your Zoho CRM organization it is easy to build these in right from the start, although they can always be created at a later time as your business requirements grow. Read More
For years, a workaround has been required to add group/shared calendars to Microsoft Teams. Microsoft has finally released a feature to add a shared calendar to a channel in Teams. Before you get too excited, though, note that it does not seem to be possible to connect to an existing group calendar like you do in the proposed workaround! You can now, however, add a new calendar shared with the members of a channel. Read More
In the spirit of Spring being just around the corner (or maybe that’s just wishful thinking…), I’ll show you how to tidy up your form selection screen from the solution. It’s an easy way to simplify the forms available to users and administrators in the back-end. Read More
Administrators, this one’s for you! One of the long-missing features has been returned in a recent update to the Unified Interface: viewing background (workflow) processes directly from a record. Until recently in the Unified Interface, to see background/process sessions, you needed to open the actual workflow, then navigate to the sessions from there. This was particularly annoying when troubleshooting (eg. Record X was not created after Opportunity Z closed–why?), especially when the culprit might be one of, say, three workflows. Below, I’ll show you where to find the background process table from an individual record.
Did you know that Zoho CRM has a multiple pipeline feature that enables your company to easily separate revenue streams? Pipelines are the expected amount of revenue in open deals based on the deal stage. If you have multiple sources of revenue it can be hard to easily keep all the revenue separate to see detailed financials. And that’s where multiple pipelines come in! Keep reading for an introduction to the Zoho CRM Pipeline feature. Read More
In our last post we advised on the discontinuation for Zoho support for the Outlook plugin available through the Zoho Marketplace, and how to switch to the email add in available through Microsoft. One issue that this new add in brings up is that it does not sync your existing email/contacts/calendar. This can be a major problem! Fortunately, you have a couple of different options to enable syncing. Read More