Scoring rules in Zoho CRM can help you prioritize which records you work on. Until recently Zoho only allowed for one set of scoring rules. This was a challenge for companies who manage multiple business lines or businesses. Luckily Zoho has now introduced the ability to have multiple scoring rules. Read More
If you ever need to go back and see how long a Microsoft Teams meeting was (perhaps for invoicing or time tracking), it’s easy to do! You just have to know where to look. Read More
The Dynamics tips for this month will be focusing on dashboards. In my experience, dashboards are under-utilized and are great for both administrators and standard users! This post will walk through resizing individual dashboard components–for example, making a chart the entire width of the dashboard screen. Read More
Though most have already made the transition, any organizations not yet using the new unified interface will be forced to do so shortly. After the transition, you’ll be able to access the “legacy” application, named “Custom – Dynamics 365” by default. When opened, the app will look like the new interface, but you’ll see an error message banner at the top of the screen warning that it’s a legacy app, and some features may not be supported.
This can be incredibly confusing for users since the look and feel is that of the new interface! There are two ways to hide the “legacy” application. Read More
Did you know that keyboard shortcuts can work within Pipedrive? As a Windows user, I am frequently using the ctrl+n shortcut to create a new note in OneNote. Imagine my surprise when I had Pipedrive open and used the same shortcut, only to find a hidden function within Pipedrive! Read More
Whether you’re a new Pipedrive user or your organization just recently started using products, you might have a hard time figuring out how to add products to a deal! Keep reading to learn how to use products with deals. Read More
Like most CRMs, Salesforce allows you to set up two different types of relationships between objects – one-to-many or many-to-many. Junction objects are used to create the many-to-many relationship. Read More
The Zoho CRM home page is the first place your users go when they sign into Zoho CRM. This screen should provide them with all of the most important information and help guide them on where what they should do next. Zoho has recently made some enhancements to this page – read on to learn more! Read More
