by Susan Clark | 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...
by Susan Clark | 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...
by Susan Clark | Mar 16, 2014 | Email
One of the advantages of adding your email address into Zoho CRM is that it will automatically record all incoming emails where the email address is found in your database. To add your Pop email in Zoho, Login to https://www.zoho.com/crm/lp/login.html Click Setup,...
by Susan Clark | Feb 18, 2014 | Searching, Tips
When you start a search in your Zoho database, a list of all records that match your criteria displays in a list view. The columns displayed in that resulting list view are dependent on the view that you started the query from. For example, if you started the search...
by Susan Clark | Feb 15, 2014 | Email
When you are ready to send email to the current Zoho Lead or Zoho Contact, there are two places that you can click to launch an email window. But each one brings up a different option. If you click the actual email address hyperlink, then your default email window...
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