Showing articles from Dena Falek

Did you know you can change the colors in your Salesforce dashboards?  You can do this using dashboard palettes.

A Salesforce approval process is a very useful tool in Salesforce to limit quotes, opportunities, or other changes that may require a manager’s intervention to make it active.  For instance,…

Salesforce roll-up summary fields are helpful since they can aggregate data from child objects to parent objects.

If you are sending a lot of emails within Zoho CRM, wouldn’t it be helpful to get some email insights on these?  Luckily Zoho CRM email reports can help –…

When you create a Zoho CRM picklist field, you get to decide whether to have the values appear in the order you entered them or in alphabetical order.  Wouldn’t it…

Zoho CRM tooltips all you to give your users helpful hints when filling in a field.  They can help ensure better quality data and avoid too many questions.

Many companies have different divisions or lines of business that follow different sales processes.  By using the Salesforce sales processes functionality, you will be able to set this up.  Read…

Report Folders are a great way to organize your reports.  Zoho provides a set of standard report folders, organized by module, as well as report activity (recently viewed, created by…

Features like forecasting are often a key reason for implementing a CRM like Salesforce.  Here we will dive in to what forecasting is in Salesforce is and why it is…

Just last month, we posted a blog about Zoho CRM data sharing options.  Since then, Zoho has broadened how individual records can be shared.  Read on to learn more.