Showing articles from Dena Falek

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…

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.

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…

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…

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…

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 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…

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…

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…

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…