Zoho CRM

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

Zoho Campaigns topics will be required in order to migrate to the new Zoho Campaigns sync methodology.  Here is a link to our post outlining the changes to syncing Zoho Campaigns and CRM in case you missed it.  Therefore, it will be important to get your topics set up as soon as possible. Read More

Do you sync Zoho Campaigns with Zoho CRM?  If so, you should be aware of significant changes Zoho is making to the sync process effective 10/1/22.  This is the first of several blogs that will walk you through the changes. Read More

The Zoho CRM sandbox is an extremely useful tool when you are making changes to your Zoho setup.  With the sandbox, you can make sure the changes you make will work as you expect before you deploy them in your main system.  Read on to learn more about what the sandbox is and what you can do with it. Read More