Showing articles from Dena Falek

Zoho CRM Quotes Just Got A Lot Better!

April 8th, 2021

If you have worked with quotes in Zoho CRM in the past, you know that Zoho didn’t allow any customization for the product table. Well I’m here to share the…

Zoho Forms Integration With Zoho CRM (Video)

March 24th, 2021

With the Zoho Forms integration with Zoho CRM – Zoho CRM, you can automatically push your form data into Zoho CRM modules as soon as someone fills out your form.

Working With Zoho CRM Tags (VIDEO)

March 16th, 2021

Tags are a great way to label your records so you can find them easier in the future.  Zoho CRM allows you to tag your records in many different ways. …

A New Look For The Zoho CRM List View!

March 5th, 2021

Have you noticed things look different in the Zoho CRM list view when you go to one of your modules?  Zoho has made some user interface changes and, if you…

Zoho CRM Recycle Bin To Your Rescue!

February 26th, 2021

Have you ever deleted a record in Zoho CRM and then realized it was a mistake?  Well thankfully the Zoho CRM Recycle Bin can save you!

What is the Zoho CRM Report Scheduler?

February 26th, 2021

Wouldn’t it be so much easier if you could just send Zoho CRM send reports wihtout going in and pulling the reports people request from you?  You can do this…

Zoho CRM Email Integration with IMAP (Video)

September 17th, 2020

Zoho CRM email integration with IMAP is extremely valuable and easy to do. Once you complete this integration, all your emails will flow straight through to your contacts! Watch and…

Lead Management in Zoho CRM – How Does it Work?

January 29th, 2020

One of the main reasons businesses choose Zoho CRM is because it provides a comprehensive lead management process for your sales team.  Within Zoho CRM, you can capture new leads…