by Susan Clark | Feb 5, 2017 | Customization, Data Administration, Tips
This video tutorial teaches you how you can build your own Zoho CRM Views. I start with showing you how to create a simple view and then build on that same view to have Zoho produce the filtered list that I want to display. We then progress to more complicated views...
by Susan Clark | Aug 10, 2016 | Home, Reports
Zoho CRM Dashboards & Reports: Visualizing Success Zoho asked me to present a webinar to their users on Reports and Dashboards: why you would use them, how to create them, how to add charts, and how would you implement them in your own Zoho CRM database. Below is...
by Susan Clark | Feb 16, 2016 | Home, Mobile
Zoho offers a mobile phone and tablet app that allows you to access your Zoho CRM data when out of the office…even if you don’t have Internet or wireless access. It’s also great to have available if your Internet goes out. You can do most everything...
Recent Comments