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
Have you ever deleted a record in Zoho CRM and then realized it was a mistake? Well thankfully the Zoho CRM Recycle Bin can save you! Read More
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
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
Ever wanted to schedule a Conference Room or Service Truck on the Calendar in GoldMine? Simply create a new user. GoldMine allows you to create a infinite number of users, so this doesn’t affect licensing.
Getting behind, ugh. I hate it. My GoldMine calendar hates it more. If I open up my daily view (Goto | Calendar | Day Tab), there are literally hundreds of pending items that have rolled over to “today”.
You see that big fat red X, don’t you? Just hanging out on the toolbar, dying to be clicked. You know, the Delete button…
One of the great things about Pipedrive is the ability to move deals from one Pipeline to another. This is perfect for organizations that have, say, a sales pipeline and a project pipeline, where deals would live after they’ve been won.
Duplicate records are a real problem. Your data gets sloppy and work becomes inefficient (which Jane Doe at ABC Inc. have I been using?!). Thankfully, Pipedrive makes it very easy to not only merge duplicates, but avoid them altogether! Read More
The title of this tip is a bit of a mouthful, but this is something I learned only recently and had to share! If you’re creating a calculated field and need to reference a field within a related entity, you can actually do so with a little syntax magic. Keep reading to learn how!
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