A Salesforce picklist field is a great way of keeping data consistent. By allowing only specific values; reports and processes run smoothly. You can be even more consistent by setting a default value that will pre-populate the field on the screen. For example; if all orders are placed with a Stage of “Draft”, the Stage field can be set to populate when creating new Orders. Read More
Zoho CRM picklist history tracking is very useful in helping you understand how often records like leads or deals are updated.
Sending Salesforce email blasts is an easy way to communicate with a number of contacts at one time. You can still personalize these emails using merge fields. Read on to learn more.
There are many things you can do with Salesforce profiles. When you give users a profile you can customize what they see and can do in Salesforce. Profiles can be used for groups of users such as Admins, Sales Reps, Operations, etc. A profile can also be created and assigned to each user for even further customizations. Read More
This post will cover creating a new lead or deal from a contact or organization record. Like many of the Pipedrive tips, this one doesn’t require many clicks, but may save a little time in the long run and is handy to know. Read More
Did you know that you can pin a note in Pipedrive? It’s one of those little features that can be easily overlooked, but it’s easy to use and might be helpful. Read More
When entering a note in Pipedrive, you may have noticed (and ignored) the formatting option buttons at the bottom of the note. In my humble opinion, they’re worth checking out and can improve the overall appearance and organization of your notes. Read More
Service health is always a good thing to check when something is acting amiss in Dynamics. For example, multiple users were unable to access reports in Chrome today (8/30), and the first thing I wanted to do was check the Service Health dashboard for related incidents. Service health, incidents, and advisories have been relocated a few times over the past few years, and aren’t in the most logical spot. This post will walk through how to navigate to the elusive service health area. Read More
For a full, in-depth walkthrough, you can reference the Microsoft article here
Automatic Record Creation rules and Service-Level Agreements are being deprecated and must be migrated this year. Thankfully, Microsoft has provided a migration tool, but it’s not the easiest to find! Keep reading for more information. Read More
