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