Blog categorized as Real World Zoho

Learn how to test your builds in Zoho CRM without risking your live data using Zoho CRM Sandbox. We break down how to set it up, best practices, and who should use this feature.

Learn about the Zoho CRM email credibility report and why you should be reviewing it regularly. Learn about the key metrics it tracks and why they matter. Also, learn how to fix your email credibility if you're scoring low.

Learn more about the recent update which allows you rot filter lists by related module fields. See real world examples and how to apply it.

Stop whatever it is you're doing and READ THIS. If you're like us, emoji reactions are an essential part of running your business. So why do your Zoho Cliq emoji reactions land like a room-temperature juice box at a networking event? Upgrade NOW.

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 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.