Zoho CRM

Zoho CRM Quotes Just Got A Lot Better!

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If you have worked with quotes in Zoho CRM in the past, you know that Zoho didn’t allow any customization for the product table. Well I’m here to share the good news that Zoho has made changes to the Zoho CRM Quotes module and you can now customize the product details table!  These changes work for all of the Inventory modules – Quotes, Sales Orders and Invoices. Read More

A New Look For The Zoho CRM List View!

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Have you noticed things look different in the Zoho CRM list view when you go to one of your modules?  Zoho has made some user interface changes and, if you are like me, it’s taken you a little while to figure out exactly where everything is.  This blog will highlight the changes so you can navigate the Zoho CRM list view screen a bit easier. Read More

What is the Zoho CRM Report Scheduler?

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Wouldn’t it be so much easier if you could just send Zoho CRM send reports wihtout going in and pulling the reports people request from you?  You can do this with the Zoho CRM Report Scheduler!  Once you design a report, you can set it up to be sent to anyone – inside or outside of Zoho – on an ongoing basis. Read More

How Do I Use Zoho CRM Territory Management?

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What is Zoho CRM Territory Management and How Can It Benefit Me?

Territories work as a means to assign accounts, contacts, deals and users based on geographical parameters. Using Zoho CRM Territory Management is really helpful when you have several accounts over a large area and you want your users to be able to focus solely on those accounts, contact and deals. For example, if you have a Sales Manager who oversees the Mid-Atlantic region, with several Account Managers who oversee one or more of the states within that region. This will also help you in setting separate forecasts based on territory. Read More

Using Layouts to Manage your Zoho CRM Pipelines

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We posted a previous blog on the basics of Zoho CRM Pipelines, and how they can be used to better manage your financial information and revenue streams. But there are more advantages to using pipelines beyond this. They are also a great way to streamline your sales process across multiple teams using pipeline-specific layouts. When initially setting up your Zoho CRM organization it is easy to build these in right from the start, although they can always be created at a later time as your business requirements grow. Read More

Introducing the Zoho CRM Pipeline Feature

By Uncategorized, Zoho CRM No Comments

Did you know that Zoho CRM has a multiple pipeline feature that enables your company to easily separate revenue streams? Pipelines are the expected amount of revenue in open deals based on the deal stage. If you have multiple sources of revenue it can be hard to easily keep all the revenue separate to see detailed financials. And that’s where multiple pipelines come in! Keep reading for an introduction to the Zoho CRM Pipeline feature. Read More

Important Update: Changes to Zoho CRM Plug-in for Outlook

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If you use Outlook as your email client then you are likely using the Zoho CRM plug-in for Outlook available in the Zoho Marketplace. Zoho released an important update this week – that plug-in will no longer be supported after March 31, 2021 as it relies on Token Authentication. But do not despair! There is a more secure plug-in that is currently available through Outlook itself. Here is how you install this Zoho CRM for email Outlook Add-in and the new features you’ll now have access to. Read More