It is very helpful to sync the Zoho CRM and Google calendars so you can to see all of your calendar items in one place. Read on to learn more about how to do this. Read More
When creating Salesforce lookup fields you are essentially relating the field to another object (e.g, table) for its values. They can be used to lookup a value on related lists, be useful for relating objects for custom report types, or create a relationship for tracking to name a few. Read More
Salesforce auto number fields can be really helpful when you either need to keep records unique or your records need to be tracked by number. Read on for more on how to use Salesforce auto number fields. Read More
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
It can be very helpful to know the reason for a loss in Zoho CRM deals. Zoho has made some important changes to how this information is captured. Read More
When setting up Salesforce or any CRM, it is important to think of how to ensure that you are capturing data consistently for filtering and/or reporting purposes. Salesforce state and country picklists will help you with this. Read More
The Salesforce home page is a useful way to see the most important views and dashboards when you first log in. Did you know that you can customize the home page for specific roles?
Salesforce validation rules allow you to set criteria when users perform and action. This is in ensuring data and process quality among your Salesforce users. 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
