Did you know that Zoho CRM has a multiple pipeline feature that enables your company to easily separate revenue streams? Pipelines are the expected amount of revenue in open deals based on the deal stage. If you have multiple sources of revenue it can be hard to easily keep all the revenue separate to see detailed financials. And that’s where multiple pipelines come in! Keep reading for an introduction to the Zoho CRM Pipeline feature. Read More
In our last post we advised on the discontinuation for Zoho support for the Outlook plugin available through the Zoho Marketplace, and how to switch to the email add in available through Microsoft. One issue that this new add in brings up is that it does not sync your existing email/contacts/calendar. This can be a major problem! Fortunately, you have a couple of different options to enable syncing. Read More
While you can switch to Classis Salesforce and use the Mail Merge functionality from there, you can easily add a custom button to the Account or Contact object layout to open within Lightning. Read More
Having a visual force page open in Microsoft Word can come in handy for mass mail merges, labels, and templates. Read More
Having a visual force page open in Microsoft Excel can come in handy for exports, reports, and merges. Read More
If you use Outlook as your email client then you are likely using the Zoho CRM plug-in for Outlook available in the Zoho Marketplace. Zoho released an important update this week – that plug-in will no longer be supported after March 31, 2021 as it relies on Token Authentication. But do not despair! There is a more secure plug-in that is currently available through Outlook itself. Here is how you install this Zoho CRM for email Outlook Add-in and the new features you’ll now have access to. Read More
It can be difficult to manage your accounts when there are several contacts for each account. Who to contact for what? Who runs each department, and who reports to them? This can make it frustrating when making decisions about who is best to email or call to get the best results. Fortunately Zoho CRM contact hierarchy makes it easy for you! Read More
