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CRM

Zoho CRM Zia Sales Trend Analysis

By CRM, Zoho, Zoho CRM No Comments

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!

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Adding Lightning Notes and Files to the Page Layout

By CRM, Salesforce CRM No Comments

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.

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A Fresh Look for Zoho CRM!

By CRM, Zoho, Zoho CRM No Comments

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.  

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