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
Did you know that you can access a deal or lead, contact, or organization record through an activity? This makes it easy to reference related records if you need to check something as you’re working on an activity. Read More
Did you know that Pipedrive has a community page dedicated to sharing product updates and new features? If you’re interested in what’s being planned for Pipedrive, there’s a page for that, too. Find these helpful links (and more) below.
If you find yourself manually setting a report filter to the same thing frequently, consider updating the default filter to save time and clicks. Below, you’ll find instructions to update the default filter. Like many Dynamics features, it’s easy to update, but hard to find!
Duplicate detection is a must-have feature that helps keep your data accurate and clean. This makes workflows run more reliably, imports go smoother, and data more reliable. Below, you’ll find a guide to creating new Duplicate detection rules, which define the parameters by which duplicates are identified. Microsoft has posted a guide on duplicate detection rules as well. Read More
Once you have finished getting all your data into a CRM like Salesforce, reporting becomes then next important task to tackle. There are several different types of reports you can generate and this blog will cover creating joined reports in Salesforce. 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