Zoho CRM Reports and Dashboards

by | Aug 10, 2016 | Home, Reports

Zoho CRM Dashboards & Reports: Visualizing Success Zoho asked me to present a webinar to their users on Reports and Dashboards: why you would use them, how to create them, how to add charts, and how would you implement them in your own Zoho CRM database. Below is...

Transitioning to Zoho CRM 2016

by | Aug 8, 2016 | Home, New Feature

Zoho CRM 2016 New User Interface If you have been using Zoho CRM for a while, you will soon be transitioning to the new user interface. I’ve made a video to help you make the leap. I’m a big fan. I know you are going to love...