Blog categorized as Zoho CRM
Task, Calls, and Meetings to be separate modules
Activities module is split into Tasks, Calls, and Meetings modules for ease of use and work.
Introducing failed action metrics and retry option in Workflow Report
In the workflow reports, failed actions such as bounced emails, failed webh...
Setup a Zoho Crm template and send a mass email to your contact
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
How to add and remove values in a drop down list in Zoho CRM
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.
You have scheduled an email to a contact or lead in Zoho CRM and need to edit it
Check out the latest features in Zoho CRM in 2019.
Here's where you globally modify the task status in zoho Crm
To map stage and probability values
- Log in to Zoho CRM with Administrator privileges.
- Go to Setup > Customization > Modules and Fields
- Click the Deals module from the Modules list view.
- Click the Module Settings icon (elipse ... next to Deals) and select Stage-Probability Mappi...
Zoho CRM how to change your contact's layout