Learn how to troubleshoot your Zoho CRM issues more effectively with the Timelines and Audit Log features. Learn how to track record activity and audit system-wide so you can spot issues quickly.
Learn about 3 Zoho One apps you can start using today to upgrade your business. Learn about Zoho Sign, Zoho Bookings, Zoho Forms, and Zoho Survey, and whether they would be right for your business.
Learn how to configure dependency fields in Zoho CRM. Understand how this fits in real world examples, and how to configure Zoho CRM to meet your requirements.
Learn how to set up Zoho Projects to match how your business works projects. Learn about fields like Owner, Tags, Status, and Assigned Date and how they could be used in your business.
Learn how to use Zoho Cliq to improve communications. We walk through the benefits of creating internal chats for each project, organizing internal conversations, and using external chats with your clients.
The Business Card view is a small feature in Zoho CRM, but for many companies it has a big impact. Learn about this feature, how to customize it, and how it helps your teams use the CRM.
5 Zoho CRM fields that most people don't use, or even know about. We breakdown the 5 best CRM fields people aren't using, and why you should start using them today.
What Professional Service teams get wrong when using a CRM, and how to get it right. We walk through the challenges of using a CRM in professional service teams, and our picks for the best CRM systems for consultants, accountants, engineers, or lawyers.
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.