Thanks to the Internet, business is not just local any more. I know- that’s obvious, but more and more, people are doing business globally. Beyond that, businesses are saving on overhead from offices, and teams are working remotely in co-working spaces or from their homes. That’s how we do it here at the Marks Group and Marks Group Live. If we’re not traveling around helping clients, we are doing business from our own homes. (Yes, currently I am hearing the faint sounds of my dog snoring from another room. What a life she leads.) That being said, just because your business is done remotely, it doesn’t mean that you don’t need to meet. Enter in Zoho Meetings. A web based video conferencing and webinar program that allows you to connect with your team members and clients, all while integrating into your Zoho One suite of products.
Customer relationship management, otherwise known as a CRM, is one of the most helpful tools any business could use. So, what is CRM software and what is Zoho CRM? Some people refer to a CRM system as a Rolodex on steroids. It’s a one-stop shop where you can keep all of your client’s contact information, organize your business deals, track marketing campaigns, and so much more. Zoho released their CRM software in 2005, and since then has been improving and updating it. They do this to truly focus on the “relationship” part of customer relationship management. Zoho CRM is widely used across the world use to its low cost, and different software program that are easily integrated into the main CRM.
It is now even easier to use the Detail View in Zoho CRM thanks to some recent changes from Zoho!
Why use Detail View?
As the name suggests, Detail View is a way create to create and modify module layouts to display lists related to that module, as well as organize the column layouts of the lists. The Detail View also contains a second component – the Business Card. So how do these two pieces work? Last week we explored what the Business Card has to Offer, so now let’s check out Related Lists!
Thanks to some recent changes, it is now even easier to use the Detail View to create a Business Card in Zoho CRM!
What is Detail View in Zoho CRM?
As the name suggests, Detail View is a way to create and modify module layouts to display lists related to that module, as well as organize the column layouts of the lists. The Detail View also contains a second component – the Business Card. So how do these two pieces work? Let’s look at the Business Card today so we can get started!
One of the main reasons businesses choose Zoho CRM is because it provides a comprehensive lead management process for your sales team. Within Zoho CRM, you can capture new leads and then assign them to sales reps who will nurture them based on the guidelines you set.
One of the first things that a business will do when they are starting out is choose an email host. This can feel like a big decision, as there are SO MANY different hosting sites out there. With many of the businesses that we have worked with, the decision often comes down to Zoho Mail vs. Gmail. Many people are surprised to learn that at Marks Group Live… we use both. That is very confusing to a lot of people. Let me break down the similarities and differences between the platform, so you can see why sometimes two programs may be best for your business, or at least you can make an informed decision on choosing the best email platform for you.
If your organization imports records on a regular basis or if you are doing a one off data migration/import, it can be helpful to have the ability to map users to Salesforce Audit fields. These fields include owner and createby and can contain historical data that you want to keep. For example when migrating Leads, you can set the owner to the Sales Rep’s userid so the default “My<object>” lists immediately populate. You can also set the createdby field for imports to be the Sales Rep’s if they are not the ones doing the import. Read More
It is now even easier to use the Quick Create in Zoho CRM thanks to some recent changes from Zoho!
What is Quick Create?
As the name suggests, Quick Create is a faster way create a new record from an existing record based on lookup fields. So how does it work? Let’s say you would like the ability to create a new deal directly from an existing contact. In the Contact form, you would add a Deal lookup field. Then, in the Deal form you would use the Quick Create option to build a form that can be accessed directly from the Contact record.
Why use Quick Create?
Quick Create was designed to provide a quick and easy way of creating one record via look-up in a related record. Using the example above, when you create a new Deal directly from an existing Contact you will have a more streamlined way to enter the most vital information, making your life a little easier, especially when you are on the go!
How do I create a Quick Create form in Zoho CRM?
To create a quick create form, you must have an existing lookup field relating to another module in the general form. All Quick Create forms pull in information from that look up module. Creating a Quick Create layout functions the same as creating any other layout, by simply dragging and dropping a field from the list of options into the form, and as with all other forms can be created for different layouts.
The Marks Group offers expert-led Zoho training and support on all Zoho apps and products. Contact us at info@marksgroup.net to find out more and check out our YouTube video library!
Although you may be viewing your Org in the Lightning format, you may also have run an upgrade. If you are unable to make changes to layouts and such and/or the Information icon says to upgrade, then you will need to do the following: Read More
Some organizations want data to span the entire page so they want to remove the Activities Side bar. This will give you more room on the page for Details but now you have to put the Activities somewhere. Read More
