Adding Zoho CRM to your Browser Default Page

by | Apr 25, 2014 | Tips

Something that you could do to make it easier to jump into Zoho CRM each day is to setup your default pages in your browser so that when you start IE or Chrome, the second tab automatically opens to your CRM. If you are using Internet Explorer: Click the Tools widget...

Two Ways to Make ZOHO CRM Field Edits

by | Apr 1, 2014 | Tips

After you have created and saved a record in Zoho CRM, there are two ways to make edits: single field and multiple fields. Let’s say you need to quickly update the Stage of a deal you are working on or you want to add a Mobile phone to the Contact’s...