Zoho CRM

Scoring rules in Zoho CRM can help you prioritize which records you work on. Until recently Zoho only allowed for one set of scoring rules.  This was a challenge for companies who manage multiple business lines or businesses.  Luckily Zoho has now introduced the ability to have multiple scoring rules. Read More

One of best changes to come to Zoho CRM templates is now here!  You can now add subforms!   This will give you a lot more flexibility when designing modules that will require templates.  If you need to learn more about subforms, go to this prior blog. Read More

The Zoho CRM home page is the first place your users go when they sign into Zoho CRM.  This screen should provide them with all of the most important information and help guide them on where what they should do next.  Zoho has recently made some enhancements to this page – read on to learn more! Read More

Many of our clients will often find that they want to tie a Zoho CRM record to more than one user.  The best way to do this is with a user field in Zoho CRM.  Zoho has recently added some enhancements to how you can use these fields. Read More

The functionality of Zoho CRM workflows continues to expand.  Zoho recently added to the list of available actions and now you can assign a record owner through a workflow. Read More

Zoho CRM email integration lets you can go to a lead or contact record and see all their email correspondence.  Zoho offers several options for email sharing among users and has now added more functionality to manage this centrally rather than at the user level.  Read on to learn more about email sharing in Zoho CRM. Read More

Using Zoho CRM email templates can help save you time by providing a consistent email that you can send out to your leads or contacts.  The best part about these templates is that they can be fully customized to meet your needs.  We have covered  how to create Zoho CRM email templates here. In this blog, we will cover a few tips and tricks to make your templates even more effective. Read More

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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Composing and sending emails in Zoho CRM has just gotten a lot easier!  With the new Zoho CRM email features you will notice some new functionality and that some features have been moved.

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