Showing articles from Dena Falek

Until recently, manual sharing in Salesforce was not available in Lightning.  Instead you had to switch back to Salesforce Classic in order to share a record.  Starting earlier this year…

The Zoho Survey integration with Zoho CRM will allow you to engage with your leads and contacts in new ways.  You can capture their survey results in CRM without having…

Sometimes a contact works with more than one account and you are probably left struggling with how to make this work in Salesforce.  Luckily you can set up contacts with…

When you have a list of records to update in Salesforce, it can be cumbersome to keep navigating back and forth between the list and the record.  It would be…

An auto number field in Zoho CRM can be a really convenient way to be able to reference your records.  They can become account numbers among other things.  Learn more…

You can now create a Zoho CRM workflow that will create a new record.  This is just another way that you can automate your processes and leave less to have…

With Salesforce Dynamic Forms, you can streamline the fields that are visible based on how other fields are filled in.  And, you can do this all from the Lightening App…

Are you finding that a lot of your contact information is inaccurate?  You can use Zoho Forms to have your contacts update their own information by sending them a prefilled…

One of the benefits of using a CRM is to see how all your data is tied together.  One to one linkings like Contacts and Accounts is pretty simple, but…

Have you wondered what Zoho CRM Sales Signals are?  They provide a central location for all of your interactions with your leads, contacts or deals.  They provide notifications from all…