Updating Your Personal Settings

When getting started with Zoho CRM, all users should tweak their Personal Settings area inside of Zoho CRM. The video below discusses how to update your personal information, verify your timezone, how to add a photo to your avatar and how to add a pre-formatted...

read more

Searching Your Zoho CRM Database

There are quite  few ways you can search your database to locate the records you are looking for. In this tutorial, we go over the simplest to the most complex ways of finding records. In addition to simple searches, I cover finding records with Open, Won or Lost...

read more

Build and Share Online Forms with Zoho Forms

Paperwork can easily take over a person’s workday. Customer feedback, customer intake, prospect forms, customer data… it seems like there’s a form for everything. If you’re still using paper forms, this means there’s lots of data input and organizing of those forms...

read more