Blog tagged as Zoho CRM

Send an mass email using zoho templates

By andreamahoney

Setup a Zoho Crm template and send a mass email to your contact
January 20,2020 02:43 PM - Comment(s)

How to sync events between Zoho CRM and outlook

By andreamahoney

You can xync events between Zoho CRM and outlook or Office 365, Here is how to setup the integration between Zoho CRM and outlook or Office 365
January 15,2020 11:44 AM - Comment(s)

How to edit a drop down list in Zoho CRM

By andreamahoney

How to add and remove values in a drop down list in Zoho CRM
January 14,2020 01:31 PM - Comment(s)

How to save a view in Zoho CRM

By andreamahoney

You have a group of contacts you would like to save so that you can see the same group of contacts in the future without doing another lookup.
October 08,2019 02:13 PM - Comment(s)

Zoho CRM how to edit a scheduled email

By andreamahoney

You have scheduled an email to a contact or lead in Zoho CRM and need to edit it
August 19,2019 01:14 PM - Comment(s)

What's new in Zoho CRM 2019

By andreamahoney

Check out the latest features in Zoho CRM in 2019.
August 13,2019 02:36 PM - Comment(s)

How to modify task status for all users in Zoho CRM

By andreamahoney

Here's where you globally modify the task status in zoho Crm
August 13,2019 10:48 AM - Comment(s)

Zoho CRM how to modify deal stages

By andreamahoney

To map stage and probability values

  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > Customization > Modules and Fields
  3. Click the Deals module from the Modules list view.
  4. Click the Module Settings icon (elipse ... next to Deals) and select Stage-Probability Mappi...
August 13,2019 10:38 AM - Comment(s)

Zoho CRM how to change your contact's layout

By andreamahoney

Zoho CRM how to change your contact's layout
July 10,2019 05:09 PM - Comment(s)