Blog categorized as Automation Wins

Tired of stale formula fields in Zoho CRM? Learn how the new NOW function lets you auto-update calculations every time a record is opened. No edits required.

Learn how to use Blueprints in Zoho Projects. Jozette walks through the concepts of Blueprints in Zoho, and how to apply them to your Zoho Projects processes. This streamlines your regular tasks so you can maintain clean, accurate project data.

Learn how to better track your blueprint activity in Zoho CRM. This unlocks better analytics, accountability, and control in your business. Make your CRM your most accountable team member!