Zoho email notifications are one of the most common automations our clients need. Read on for some of the recent enhancements Zoho has made in email notifications. Read More
Have you ever thought your Zoho CRM workflow ran only to find out later that it really did not? If so, there is good news – Zoho has made some key changes to workflow reports. Read More
Have you noticed your Zoho CRM activities look a little different lately? Zoho has made some important changes and this blog will help you understand what they mean for you. Read More
Scoring rules in Zoho CRM can help you prioritize which records you work on. Until recently Zoho only allowed for one set of scoring rules. This was a challenge for companies who manage multiple business lines or businesses. Luckily Zoho has now introduced the ability to have multiple scoring rules. Read More
The Zoho CRM home page is the first place your users go when they sign into Zoho CRM. This screen should provide them with all of the most important information and help guide them on where what they should do next. Zoho has recently made some enhancements to this page – read on to learn more! Read More
Many of our clients will often find that they want to tie a Zoho CRM record to more than one user. The best way to do this is with a user field in Zoho CRM. Zoho has recently added some enhancements to how you can use these fields. Read More
The functionality of Zoho CRM workflows continues to expand. Zoho recently added to the list of available actions and now you can assign a record owner through a workflow. Read More
Zoho CRM email integration lets you go to a lead or contact record and see all their email correspondence. Zoho offers several options for email sharing among users and has now added more functionality to manage this centrally rather than at the user level. Read on to learn more about email sharing in Zoho CRM. Read More
Using Zoho CRM email templates can help save you time by providing a consistent email that you can send out to your leads or contacts. The best part about these templates is that they can be fully customized to meet your needs. We have covered how to create Zoho CRM email templates here. In this blog, we will cover a few tips and tricks to make your templates even more effective. Read More
