Blogs
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...