by Susan Clark | Jul 12, 2017 | Marketing, New Feature, Productivity
This video was part of a webinar series sponsored by Zoho. It reviews the Zoho CRM Scoring feature that is available for Leads, Contacts, Accounts and Deals. While the process for actually setting up Scores in Zoho is pretty simple, most organizations are stumped on...
by Susan Clark | Aug 8, 2016 | Home, New Feature
Zoho CRM 2016 New User Interface If you have been using Zoho CRM for a while, you will soon be transitioning to the new user interface. I’ve made a video to help you make the leap. I’m a big fan. I know you are going to love...
by Susan Clark | Jul 25, 2014 | New Feature, Tips
This week Zoho CRM made a tweak to their List views. List Views are controlled by the drop-down button at the upper left of each view. It used to start with All [module name] followed by the other default views. Then any view that you created was listed at the bottom...
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