Category

Software

Microsoft Teams – Create and Manage Channels

By Software 6 Comments

In another blog post this month, we talked about how to create and manage Teams within Microsoft Teams. After you’ve created a team, you’ll probably want to populate it with content! In this post, we’ll walk through how to add and manage Channels. The FAQ has a great primer on Channels — check out this post to learn where to find it. Channels are the biggest “containers” within a Team and contain content and conversations pertaining to some theme. A Team can have many Channels, but a Channel only relates to a single Team. Read More

Microsoft Teams – Create and Manage a Team

By Software One Comment

So, in Microsoft Teams, what exactly is a Team? In this month’s post, I’ll review this and demonstrate how to create and populate a new Team.
Warning: the word “team” might start to look a little funny by the end of this article.

Teams are the largest “container” in MS Teams. You’ll use them to group together people based on a common project, organization, work area, etc. Read More

ZOHO CRM – New Template Features

By CRM, Software No Comments

Template organization just got a whole lot better!  Here are four convenient new features in the template screen to help manage your templates…

  1. Favoriting Templates – click the star icon next to a template to make it a favorite.  It will automatically be placed in the favorite folder – a great way to collect the templates you use most often so that you can quickly get to the ones you need.
  2. Re-ordering Template Folders – Click the folder icon at the bottom left of the template screen to re-order your template folders, moving more frequently accessed folders towards the top.
  3. Filter Templates by Module – use this to quickly find the template you’re looking for by seeing just the templates in one module.
  4. View Associated Items – see the list of other items (e.g., Alerts) that are associated with the template

screen-shot-2016-10-19-at-2-28-19-pm

ZOHO CRM – Lead Conversion Mapping

By CRM, Software

Savvier Zoho CRM users who create custom fields should also know about Lead Conversion Mapping!   Wscreen-shot-2016-10-25-at-12-24-31-pmhen you create a custom field in the Lead module you have the option to create the identical field in the Accounts Contacts and/or Potential Module at the same time.  In the field creation pop-up click the down arrow next to “Also create for” to view the checkboxes and select the ones you want.  When you save the new field in the Lead module identical fields will be created in the selected modules and automatically mapped back to the Lead field.

What if you didn’t create your fields this way?  How do you map custom fields between these four modules to flow custom information from the Lead into the other three on conversion?  The answer is Lead Conversion Mapping.

  • Setup->Customization->Modules
  • Hover over Leads and click … to display the menu
  • Select Lead Conversion Mapping to view the mapping table.
  • Next to the Lead field to be mapped, you can select to target fields in each of the three modules
  • NOTE – fields must be of the same type to map!

screen-shot-2016-10-25-at-10-25-50-am

 

Zoho CRM – Use Lead Source & Deal Type to assess your marketing strategies

By CRM, Software

The Lead Source field appears standard in Lead, Account, Contact and Deal (formerly Potential) modules.  It is intended to represent your quiver of marketing strategies used to find leads.  If you use this field as its intended, in conjunction with the “Type” field in the Deal module,  you can get great feedback on how much new business is brought in by the varying marketing strategies, and make the necessary adjustments to put more time and energy into techniques that work and less on ones that don’t.

ALWAYS mark a new lead with a lead source, and make sure the Lead source field is mapped into at the very least the Deal module.

ALWAYS indicate whether a Deal Type is “New Business” or “Existing Business”.

If you do these two things – you can then pull a DEAL Summary report for all Closed Won deals within a specified timeframe, group by Lead Source, and Sum Amount.  This will show you the $ amounts won via each marketing strategy employed over the specified timeframe!

To take this one step further, you can throw Campaigns into the mix!  If your marketing is campaign driven, you can also mark each Lead/Deal with a Campaign Source – then you can pull a similar report, but instead of Lead Sources, use Campaign source instead.  This gives you ROI on all of your marketing campaigns!

ZOHO CRM – Get your GAME on!

By CRM, Software No Comments

With the new 2016 CRM release comes GAMESCOPE! Gamescope will motivate your employees to work harder and have fun doing it! Anyone can set up a game with one or more users in the system. Each player earns points completing certain defined things in CRM – like converting a lead, closing a deal, completing a task.

To set up the actions and points rewarded, click on the GameScope icon in the top nav bar,

screen-shot-2016-09-27-at-7-26-24-pm

then click the gear wheel.screen-shot-2016-09-27-at-7-26-42-pm

To create a game, simply click the New Game Button. Try it out!

ZOHO CRM – Add margins to a template

By CRM, Software

Zoho’s inventory templates look fine when viewing online, but if someone wanted to print them, they don’t have much of a margin around them.   Here’s a quick trick to add a margin to any template in Zoho:

Create the template first.  Then click the html button in the Template Editor’s Tool pallet:

You’ll be presented with all the html code that goes into making the template that you created.  Don’t be scared ;o)

Add this code at the start:

<div style=”margin:10px;”>

and this code at the very end:

</div>

You can adjust the number 10 to get the desired margin you want.  Smaller number will create thinner margin.

ZOHO CRM 2016 – Where are all my Custom Buttons?

By CRM, Software

Custom buttons got a little bit of a make-over in the 2016 version, and this is the case whether you have switched to the new version or not…

BEFORE, each custom button would be a visible button in the area you selected (List view, View or Edit)

NOW, they are together in a drop down list with ONLY the name of the first button showing, and you can have more than 2!

Also, for buttons placed in the list view, in the new version you must now select at least one record before the buttons become visible: