Showing articles from Dena Falek

Scoring Rules in Zoho CRM – A Primer and An Update

January 6th, 2022

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…

Using a Salesforce Junction Object

December 30th, 2021

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.

You Can Now Add Subforms to Zoho CRM Templates!

December 27th, 2021

One of best changes to come to Zoho CRM templates is now here!  You can now add subforms!   This will give you a lot more flexibility when designing modules that…

Enhancements to the Zoho CRM Home Page

December 20th, 2021

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…

Working with User Fields in Zoho CRM

December 17th, 2021

Many of our clients will often find that they want to tie a Zoho CRM record to more than one user.  The best way to do this is with a…

Assigning Record Owners Using Zoho CRM Workflow

November 30th, 2021

The functionality of Zoho CRM workflows continues to expand.  Zoho recently added to the list of available actions and now you can assign a record owner through a workflow.

Zoho CRM Email Integration – Email Sharing

November 22nd, 2021

Zoho CRM email integration lets you can go to a lead or contact record and see all their email correspondence.  Zoho offers several options for email sharing among users and…

Using Salesforce Account Teams

November 10th, 2021

Working on winning an account often requires the involvement of multiple people in your company – many of whom may be using Salesforce.  While each account has an owner, Salesforce…

Zoho CRM Email Templates Tips and Tricks

November 4th, 2021

Using Zoho CRM email templates can help save you time by providing a consistent email that you can send out to your leads or contacts.  The best part about these…

Creating Joined Reports in Salesforce

October 12th, 2021

Once you have finished getting all your data into a CRM like Salesforce, reporting becomes then next important task to tackle.  There are several different types of reports you can…