Zoho CRM email backup is very helpful when a user leaves your company. Email backup used to only be available for POP3 users but it is now available for IMAP users too. Read More
Zoho CRM email integration is extremely valuable and easy to do. Once you complete this integration, all your emails will flow straight through to your contacts! Watch and read on to learn how the integration process works. Read More
Salesforce record page tab order is one of those things that can just bug you if it doesn’t flow with your users look at their information. Read More
We are glad to share the introduction of the lookup filter in Zoho CRM. This new feature will help ensure your users are choosing the right records when using a lookup field. Read More
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
