Mapping Fields can be a significant time saver if you are frequently qualifying leads or creating new contacts from an account record, for example. When you map a field, it carries the data over from one record in an entity to another record in a different entity. I do suggest having both the Source & Target forms open so you can check your work–field names can be tricky!
Composing and sending emails in Zoho CRM has just gotten a lot easier! With the new Zoho CRM email features you will notice some new functionality and that some features have been moved.
Auto response rules can help set your relationship with a lead off on the right foot. They let your lead know you have received their submission (from a webform or somewhere else) and eliminates the fear that they have just fallen into a black hole. Read More
Have you signed into Zoho CRM lately and noticed it is more colorful? This is because Zoho CRM tags can now be color coded. Read More
Many people have asked if they can make changes to the user interface for records in Zoho CRM. Until now, the answer has been no – but that is all changed now that Canvas for Zoho CRM has been introduced. Read More
Pipedrive allows users to easily create or edit deal labels on the fly. This can help you identify deals that need to be prioritized or handled differently at a glance. Keep reading to learn more.
This post will walk you through the steps to add a Power BI Dashboard to Dynamics 365. Please note that this works with the free Power BI license, but if you need to share your dashboard with others, you’ll need the paid license.
I think the activity timeline in Dynamics 365 gets overlooked–it’s a pretty busy area of the screen with the potential for “information overload”. At some point, however, Microsoft added an option to filter the items displayed in the timeline. I’ve found it to be intuitive and easy to use. Keep reading to learn more. Read More
Microsoft has made some significant changes to notification settings in Teams over the years, and they’ve just added another option to the list. Rather than having Teams-based notifications using the Teams look and feel, you can now opt to display Teams notifications in the native Mac or Windows notification style, depending on what machine you’re using. As far as I can tell, there’s no major advantage to using the Teams notification style over the Mac/Win style, so largely a personal preference.
Many sales leaders monitor pipelines on a regular basis and want to be able to focus on the the opportunities that have changed. Luckily now you can look at your Salesforce pipeline and see these changes at a glance. Read More
