Showing articles from Kirsten Karlsen

How to Use Zoho CRM Layout Rules (Video)

October 23rd, 2020

We all know that Zoho CRM is a great tool, and so easily customizable that it can fit your needs in any industry through extensive customization. But where to start?…


Zoho CRM Webforms – A/B Testing and Analytics

October 21st, 2020

In my last post I talked about Zoho CRM Webforms to help you drive your business – A/B Testing and Analytics. and how to create and design them. Now let’s…


What is a Zoho CRM Webform?

September 24th, 2020

We all need ways to interact with our clients, should it be via a website, client portal, email, and phone. Having a form integrated with your website is an optimal…


Zoho CRM and Outlook Integration is Easy! (Video)

September 10th, 2020

If you use Outlook as your email client, you want to integrate it with your Zoho CRM. There are many benefits to enabling the integration – you can sync your…


Using Zoho CRM Workflows with Organization Email Addresses

August 31st, 2020

In previous blog posts we went over how to create an organization email addresses in your Zoho CRM, and how to switch between your email address and an organization email…


Switching Between Personal and Organization Email Addresses in Zoho CRM

August 28th, 2020

In a previous blog post we went over how to create organization email addresses in your Zoho CRM. So what are the best ways to use this functionality? First, you…


Using A Zoho CRM Organization Email Address

August 26th, 2020

When sending emails to clients in Zoho CRM you may not always want to use your email address, but rather a organization email group, such as info@mycompany.com or sales@yourcompany.net. This…


Personalizing Your Zoho CRM Home Screen (Video)

July 22nd, 2020

When you open Zoho CRM every day you are taken by default to your Home screen. This is your daily dashboard, and it should have all the information you need…


What is Zoho CRM Analytics? (Video)

July 8th, 2020

Zoho CRM Analytics is a powerful way for you view and analyze your data in custom views to meet your business needs. Analytics components are created in custom Dashboards and…


Why Should I Use Zoho CRM Custom Views?

June 30th, 2020

Every module in Zoho CRM allows you to create custom views to filter for the information that you need, and several come pre-built. But did you know you can create…