Salesforce dashboards offer great visuals of your data. For many people these images tell the story of your results much better than a report. The good news is that you can now now download the dashboard images! Read More
Most companies have various documents tied to their processes. Whether they be contracts, excel spreadsheets or something else, rest assured that you can attach these to records via the Zoho CRM Attachments related list. Read More
If you’ve ever needed to find out when you wrote something in OneNote, this tip is for you. It is ridiculously easy to find the timestamp, but you may have never noticed it! This feature works in both OneNote 2016 and the OneNote App for Windows 10.
Did you know that you can enable a setting to display related emails as a conversation on a record’s timeline, similarly to how Outlook handles conversations? This can make the email/activity area of records much more organized and easier to read! Read More
Recently, Microsoft gave the personal email template and email signature editors a facelift, now matching the rest of the Unified Interface. In this post, we’ll walk through the steps to create personal email templates and signatures in your personal settings. Read More
Pipedrive recently overhauled its notification management area, and there are a lot of options to sift through! In this post, I’ll show you where to find these settings and what you’ll find on the page.
There’s an interesting area in Pipedrive called the User Overview page. It allows you to take a look at all of your recent updates to records, activities, records you follow, and notifications, all in one spot. Below, I’ll outline what it looks like and how to find it.
Until recently, manual sharing in Salesforce was not available in Lightning. Instead you had to switch back to Salesforce Classic in order to share a record. Starting earlier this year with the Spring ’21 release, Saleforce changed this and you can now manually share records in Lightning.
The Zoho Survey integration with Zoho CRM will allow you to engage with your leads and contacts in new ways. You can capture their survey results in CRM without having to go into Zoho Survey.
Read More
Sometimes a contact works with more than one account and you are probably left struggling with how to make this work in Salesforce. Luckily you can set up contacts with multiple accounts in Salesforce. Read More
