by Susan Clark | Aug 26, 2015 | Add-Ons, Home, Mobile
The exchange of Business cards is an honored tradition for obtaining contact information from the person you just met. Yet re-typing the contents into your CRM can be tedious and error-prone. Zoho can help you with that. They have an app for the phone that allow you...
by Susan Clark | Feb 9, 2015 | Data Administration, Home
Do you have a list in Excel that you would like to import into Zoho CRM? If your administrator has not restricted your ability to import, the process is fairly easy to accomplish, but understanding the options can make everything go smoother. Watch the video showing...
by Susan Clark | Jan 20, 2015 | Home, Training
No matter how easy a software might be, anything new is hard. Sometimes you just need a frame of reference to get you started. So I recorded a video to help you get up and running a bit faster. This video is using the latest version of Zoho...
by Susan Clark | Jul 25, 2014 | New Feature, Tips
This week Zoho CRM made a tweak to their List views. List Views are controlled by the drop-down button at the upper left of each view. It used to start with All [module name] followed by the other default views. Then any view that you created was listed at the bottom...
by Susan Clark | Jul 6, 2014 | Marketing, Misc
I love going to Zoho’s conferences (aka Zoholics), held 4 times/year on various products. I look forward to catching up with the Zoho Product Managers that I met while in India. I know that they will announce new features (I frequently participate in the beta...
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