Last month, we talked about color coding for Zoho CRM tags.. Color coding has now been expanded to Zoho CRM picklist values and it is a game changer. This will allow you to know a lot more about a record simply by looking at it. Read More
There have been enough changes to how to manage Zoho CRM Imports that is time to offer a primer. Read on for tips on importing records into Zoho CRM.
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Have you signed into Zoho CRM lately and noticed it is more colorful? This is because Zoho CRM tags can now be color coded. Read More
Many people have asked if they can make changes to the user interface for records in Zoho CRM. Until now, the answer has been no – but that is all changed now that Canvas for Zoho CRM has been introduced. Read More
Most companies have various documents tied to their processes. Whether they be contracts, excel spreadsheets or something else, rest assured that you can attach these to records via the Zoho CRM Attachments related list. Read More
The Zoho Survey integration with Zoho CRM will allow you to engage with your leads and contacts in new ways. You can capture their survey results in CRM without having to go into Zoho Survey.
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An auto number field in Zoho CRM can be a really convenient way to be able to reference your records. They can become account numbers among other things. Learn more here about how to use them. Read More
You can now create a Zoho CRM workflow that will create a new record. This is just another way that you can automate your processes and leave less to have your users do. Read More
Are you finding that a lot of your contact information is inaccurate? You can use Zoho Forms to have your contacts update their own information by sending them a prefilled form. Read More
