Below are examples of formulas that can be used as Formula Fields or in your processes. These formulas can help you automatically populate fields to help manage your Accounts and Contacts Read More
Below are examples of formulas that can be used as Formula Fields or in your processes. These formulas can be used on any Salesforce object that you want to calculate a commission (e.g., Cases, Opportunities, etc). Read More
Below are examples of formulas that can be used as Formula Fields or in your processes. Although the examples are for Case Management they can be edited for use with other objects and processes. Read More
If you have access to Analytics, you can track your Sales Trends and Sales Follow-up Trends thanks to Zia in Zoho CRM! We previously discussed Zia and Data Enrichment, and now we’re going to take a look at what Zia can do with the automatically collected sales and activity data in your CRM. There are even pre-built dashboards right out of the box, saving you from having to build them on your own. You can even add them to your home page!
After enabling Notes and configuring any feed tracking, you will want to add the related lists to your organization’s page layouts.
First make a list of all areas you want users to have the ability to add, edit, and view Notes and/or upload Files. For example you may want to utilize Notes and Files on Accounts, Opportunities, and Orders but nothing else. From the page layout in Object Manager, you can configure the visibility and location. If you use more than one layout (e.g., with different record types), be sure to make the changes to every layout you want Notes and Files accessible.
Salesforce Classic Notes & Attachments related list is replaced with Files for attachments and docs and Notes for general notes. If you have not moved your Notes & Attachments records, you will want to do so soon as the related list will eventually be phased out. Read More
To help organization’s transition to Lightning Experience, Salesforce Labs introduced the Magic Mover for Notes and Attachments to Lightning Experience app that allows admins to Convert Attachments to Files and configure Notes. Read More
Have you ever had to make updates to several records at the same time? If you go into each record separately for every update it will take you a long time! Sure you can import a batch of records all at once, but you’d need to put a spreadsheet together with all those updates first. Fortunately the Zoho CRM Sheet View function will help you save time!
Zoho recently made some changes to the User Interface (UI) of CRM. You might not see the difference yet, as you’ll have the option of switching back and forth between the old and new looks until May 15, 2020. That gives you plenty of time to practice and get used to the new look and feel!
The changes made to the Zoho CRM interface are mostly cosmetic – they are designed to enhance and streamline your experience by simplifying the layout and organization. The Home page and each module page will look the same, the changes are in the records.
