ZOHO CRM – New Template Features Blog Post
Template organization just got a whole lot better! Here are four convenient new features in the template screen to help manage your templates… Favoriting Templates – click the star icon…
ZOHO CRM – Lead Conversion Mapping Blog Post
Savvier Zoho CRM users who create custom fields should also know about Lead Conversion Mapping! When you create a custom field in the Lead module you have the option to…
Zoho CRM – Use Lead Source & Deal Type to assess your marketing strategies Blog Post
The Lead Source field appears standard in Lead, Account, Contact and Deal (formerly Potential) modules. It is intended to represent your quiver of marketing strategies used to find leads. If…
MSCRM – Counting Child Records Blog Post
If you haven’t worked with the calculated and rollup field types in MSCRM, you’re missing out! They really help to automate calculations and provide an easy way of doing tasks…
MSCRM – Last Activity Date Blog Post
If you haven’t worked with the calculated or rollup field types in MSCRM, you’re missing out! They really help to automate calculations and provide an easy way of doing tasks…
MSCRM – Calculating Opportunity Age Blog Post
If you haven’t worked with the calculated field types in MSCRM, you’re missing out! They really help to automate calculations and provide an easy way of doing tasks that you…
Salesforce.com – Creating Email Templates Blog Post
You can easily setup and create email templates in Salesforce, used for email blasts, simple emails, etc. I like to use my templates for both, which can be a real…
Salesforce.com – Running an Email Blast Using a Template Blog Post
Now that we’ve got our template created, let’s make the blast happen. For this, we need to go to our Contacts area as I always say, “we do business with…
Salesforce.com – Using Email Templates for “One-Off” emails Blog Post
Another way to use the email templates is to not “blast” the emails, but to send them one at a time. For instance, in a contact record, I may mouse…
GoldMine : Using Templates for E-mail Signatures Blog Post
Did you know that you can use an actual e-mail template for a signature, as opposed to using a simple text file? This allows you to use fancy fonts and…
