Showing articles from Kirsten Karlsen

Using Layouts to Manage your Zoho CRM Pipelines

January 26th, 2021

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…


Introducing the Zoho CRM Pipeline Feature

January 12th, 2021

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…


Zoho CRM Email Integration: Sync Microsoft 365 and Outlook via Extension and IMAP

December 31st, 2020

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…


Important Update: Changes to Zoho CRM Plug-in for Outlook

December 24th, 2020

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…


Manage Your Accounts in with Zoho CRM Contact Hierarchy

December 17th, 2020

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?…


Zoho CRM Stage Probability Mapping

November 24th, 2020

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…


Zoho CRM Lead Conversion Mapping

November 11th, 2020

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…


Streamline With Zoho CRM Dependency Fields! (VIDEO)

November 5th, 2020

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…


What are Zoho CRM Tab Groups? (Video)

October 27th, 2020

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,…


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?…