Blogs
Using BCC Dropbox
Zoho CRM lets you associate your emails to your Contacts and Leads, whether you are sending email from your phone, your iPad or your Outlook account. All you have to do is add your BCC Dropbox email in the BCC area of your email, then a copy of the email will be added...
Adding Zoho CRM to your Browser Default Page
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...
Two Ways to Make ZOHO CRM Field Edits
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 record. To make a...
How to Add Pop Email in Zoho CRM
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,...
Careful Where You Click
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...
Which Link Do You Click to Send Emails?
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...
What is the Recent Items Icon at the Bottom Right?
Sometimes we get so used to looking at something that we miss what is right in front of us. For example, have you noticed that Recent Items icon at the bottom right of the Zoho CRM screen? This is one of my favorite areas to click in Zoho. It remembers the last 20...
Clients in Different Time Zones?
Are you dealing with clients in different time zones and having trouble keeping track of the time difference? In my Windows System Tray at the lower-right, when I click the date, this is what pops up on my laptop. One clock showing the time in Houston (Central) and...