Blogs
Hiding details
OK, a quick tip this week. Ever notice the ... icon that looks like this? Whenever you are looking at any record in Zoho CRM, right under the Business Card view at the top of the screen, you should see this Hide Details button. You can click this button to...
How to Integrate GMail with Zoho
Want to integrate GMail with Zoho and make GMail your default email program? To configure GMail with Zoho: https://www.zoho.com/crm/help/zoho-mail/configure-gmail-account.html Be sure to do steps 2 and 3 on that page. To make Gmail the default email package when you...
Are you searching Zoho the right way?
The Global Search option in Zoho CRM is nice if you are not exactly sure where something is stored in your database. Most commonly, Zoho CRM users will use the Global Search option, because it is so predominantly displayed at the top right of the screen. This option...
A Future Without Microsoft
I can see a future without Microsoft. I know that is a shocking statement, but I believe it could be true. Let me start by saying that I lived through the time when everyone used WordPerfect and Lotus 1-2-3 and Harvard Graphics. These were the 3 software products that...
Adding Zoho CRM Mobile app to your phone or tablet
You can setup the Zoho CRM Mobile app on your smart phone or tablet by downloading and installing the free Zoho CRM app from the Apple App Store or Google Play Store. This will allow you to view your contacts, accounts, potentials, events and tasks on your device in a...
Adding Zoho Web to Tablets
One of the great features of using Zoho CRM is the ability to work with your database on your phone or tablet. You can eaily create a shortcut to the web version on the home screen of your tablet or smart phone. Accessing Zoho CRM via web on your Phone or Tablet In...
Preventing Zoho Campaign emails from becoming spam
Zoho Campaigns is a separate app from Zoho CRM that can be used to send out mass email messages to your clients and prospects. There are a couple of things that you can do to help ensure that your Zoho Campaigns emails get through spam filters. Let's Walk You Through...
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...