What’s New in Zoho CRM Calendar?

by | Jun 29, 2014 | Calendar

Your Zoho CRM Calendar has been updated! It is one of the great features of using an online solution… new features are automatically added to everyone, without any scheduling to install on all company PCs. Here is what you will see: When you create an...

CRM Alternative

by | Jun 25, 2014 | Conversion, Home, Marketing

I know that moving from your current CRM is not an insignificant decision. I hosted a webinar (see the replay below) for my friends and clients to give them my vision for the future of CRM, as well as an alternative option to CRM software for their businesses....

Hiding details

by | Jun 18, 2014 | Tips

OK, a quick tip this week. Ever notice the … icon that looks like this?   Whenever you are looking at any record in Zoho CRM, right under the Business Card view at the top of the screen, you should see this Hide Details button. You can click this button to...

How to Integrate GMail with Zoho

by | Jun 16, 2014 | Email

Want to integrate GMail with Zoho and make GMail your default email program? To configure GMail with Zoho: https://www.zoho.com/crm/help/zoho-mail/configure-gmail-account.html Be sure to do steps 2 and 3 on that page. To make Gmail the default email package when you...

Are you searching Zoho the right way?

by | Jun 12, 2014 | Home, Searching, Tips

The Global Search option in Zoho CRM is nice if you are not exactly sure where something is stored in your database. Most commonly, Zoho CRM users will use the Global Search option, because it is so predominantly displayed at the top right of the screen. This option...