Showing articles from Kirsten Karlsen

What is Zoho CRM Territory Management and How Can It Benefit Me? Territories work as a means to assign accounts, contacts, deals and users based on geographical parameters. Using Zoho…

We posted a previous blog on the basics of Zoho CRM Pipelines, and how they can be used to better manage your financial information and revenue streams. But there are…

Did you know that Zoho CRM has a multiple pipeline feature that enables your company to easily separate revenue streams? Pipelines are the expected amount of revenue in open deals…

In our last post we advised on the discontinuation for Zoho support for the Outlook plugin available through the Zoho Marketplace, and how to switch to the email add in…

If you use Outlook as your email client then you are likely using the Zoho CRM plug-in for Outlook available in the Zoho Marketplace. Zoho released an important update this…

It can be difficult to manage your accounts when there are several contacts for each account. Who to contact for what? Who runs each department, and who reports to them?…

A big part of any CRM system is the ability to see your current sales pipeline and forecast your expected revenue based on where in your sales process a Deal…

When creating new lead entries in you would expect pertinent information to transfer over to other modules once the record was created. The point of Zoho CRM is to be…

When creating your module layouts in Zoho CRM you have so many options and fields that it can get confusing. One great example of this is in picklists – they…

There are many ways in which you can customize Zoho CRM to allow access to different information depending on the user and what the do. Profiles, roles, data sharing settings,…