by Susan Clark | Jul 5, 2018 | Productivity
Every company needs quite a bit of software in order to run their business. But buying all of that software in the past could get quite expensive (think Word, Excel, Projects, Outlook, QuickBooks, DocuSign, Survey Monkey, Constant Contact, GoToMeeting, Join.me,...
by Susan Clark | Jan 30, 2018 | Email, Productivity
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...
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...
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