Zoho CRM

Zoho CRM automation is one of the biggest benefits to selecting Zoho CRM.  There are endless ways to set up this automation and it can you help accomplish many things within the system.  Read on below and we will cover these in more detail. Read More

Zoho CRM subforms are a really helpful way to add more than one value to a single record. For more on the background of what a subform is, read here.  For this blog, we are going to cover one of the newest improvements Zoho has made to subforms – marking them as required. Read More

When you set up a Zoho CRM workflow, you define the actions needed when the conditions of the workflow are met.  You have a choice of actions including creating new records, sending email notifications, creating tasks, etc.  Zoho has now added two new options – calls or meetings. Read More

Wouldn’t it be nice if you could associate emails in a contact record to a deal in Zoho CRM?  Read on to learn how. Read More

Did you know you can restrict access to specific field access using Zoho CRM field permissions?  This a great way to be able to provide record access even if you don’t want all users to see all of the data available. Read More

Now that we have introduced the new Zoho CRM reporting UI, it’s time to learn how you now create reports. If you missed the previous blog that went over the new UI changes, you can go here to catch up. Read More

Zoho CRM reporting has undergone some significant changes!  Have you noticed the yellow banner at the top of your screen letting you know a new reports version is available?  Here we will discuss what these changes are and in future blogs we will go into more detail on how to create reports and use some of the newer features. Read More

Zoho CRM data sharing rules keep improving!  This is the third time we are writing about these this year since Zoho keeps enhancing them.  Read here to learn more about data sharing rules and here to learn about some updates made earlier this year. Read More

Zoho CRM picklist history tracking is very useful in helping you understand how often records like leads or deals are updated.

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As we’ve covered in this earlier blog, the Zoho Campaigns/CRM sync has been overhauled.  Read on to learn how to manage the migration and do syncs going forward. Read More