by Susan Clark | Jan 30, 2018 | Email, Productivity
Ever wish you could have the note you just entered on a record in Zoho CRM, also be sent to specific Users in your organization? You are in luck! The @mention feature in Zoho will help you quickly “kill two birds with one stone”. Watch this quick video to...
by Susan Clark | Jan 9, 2018 | Customization
Updating and Editing Drop-down values in Zoho CRM Sometimes the pick list options that come as standard in Zoho CRM, don’t include ones that would be helpful to your industry. The options are easy to update. In the video below, I use the Industry field as an...
by Susan Clark | Jul 12, 2017 | Marketing, New Feature, Productivity
This video was part of a webinar series sponsored by Zoho. It reviews the Zoho CRM Scoring feature that is available for Leads, Contacts, Accounts and Deals. While the process for actually setting up Scores in Zoho is pretty simple, most organizations are stumped on...
by Susan Clark | Feb 5, 2017 | Customization, Data Administration, Tips
This video tutorial teaches you how you can build your own Zoho CRM Views. I start with showing you how to create a simple view and then build on that same view to have Zoho produce the filtered list that I want to display. We then progress to more complicated views...
by Susan Clark | 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...
Recent Comments