Using @mention in Zoho CRM

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...

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...

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...