EOL Announcement: Zoho CRM Plug-in for Microsoft Outlook
Zoho is going to EOL their old Microsoft Outlook Plugin for Zoho CRM. Fear not – you have a lot of options that are, in most cases, better solutions.
Creating a Zoho CRM Custom Module Without Requiring a Record Name
This tutorial is a quick tip to create a custom module without requiring a record name, allowing a clean process to accomplish tasks for your team much quicker. Additional Resources Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we […]
CRM Tab Groups and Module Organization Tutorial – 2020
Clean up your tab groups and modules in this quick tutorial showing how and what to organize. We hope this helps! Additional Resources Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to fill that gap! For […]
Zoho CRM Will Now Require “CRM Users” First Name As A Mandatory Field
This is a bit of a rambling post. But the bottom line is the when you set up a New CRM User, you will be required to fill in the “First Name” field.
FAQs on Actionable NPS Survey
This guide by Zoho is their overview and best practices for NPS surveys. NPS (Net Promoter Score) is a metric that allows businesses to see the satisfaction of their customers. A Net promoter Score survey is a leading indicator for understanding where a brand stands when it comes to customer experience and customer loyalty. This […]
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Signals
Adding An Account Name From Another Module Will Now Pop Up a Wizard
This change will allow for a more detailed creation of an account from Contacts, Accounts, Deals, Quotes, Sales Order, Invoices, and Cases.
Zoho CRM Blueprint Updates
Some nice updates to Blueprints: Parallel Transitions Transition Enhancements Widgets support. Multi select and Multi-user look up fields support Increase in number of fields supported in During Transition
How Real-Time Project Monitoring And Tracking Help Sales Teams
