Blog tagged as Zoho CRM

Setting up a CRM is simple. Setting it up so it actually works six months from now is a different thing entirely. Here's what a DIY CRM setup misses and what it quietly costs your business over time.

Learn how to set up Zoho CRM dashboards and reports to track monthly sales goals in real time. A step-by-step guide for small business owners who want clear visibility into their pipeline and revenue.

Zoho CRM Canvas now lets you display fields from lookup modules directly inside Canvas detail and list view pages. Give reps context like account size, industry, and revenue without opening extra tabs.

Zoho CRM updated email composer settings with custom font types, custom font sizes, and a default Reply To option. Learn why it matters, key limits, and how to use it to keep replies in the right inbox.

Zoho CRM NextGen Split View breaks one module list into multiple side-by-side tables by picklist, user, or criteria. Learn how to set it up, when to use it, and key limits.

Zoho CRM NextGen Requester Roles let users submit and track requests to Team Modules without full access. Learn how to add requesters, use the Requests tab, and raise requests from related lists.

Stop guessing where leads come from. Build a Zoho CRM Lead Source report that groups by Lead Source, filters by date, and shows lead volume plus basic conversion or quality.

Zoho CRM Notes now support rich text formatting like bullets, links, and indentation. Zoho also added rich text options for multi line fields, making handoffs clearer and documentation easier to scan.

Zoho CRM now shows a Notes badge in module list views. Click it to open a notes panel to view, add, edit, delete, and sort notes without opening the record. Hover shows recent notes and admins can hide the column.

Zoho CRM upgraded Kiosk Studio with client script launch, real time create record actions, and major GetRecords improvements like instant loading, search, filters, pagination, and higher selection limits.