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.
07.15.26 02:30 AM
Blog tagged as Zoho CRM
07.15.26 02:30 AM
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.
07.14.26 03:07 AM
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.
07.12.26 09:39 PM
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.
07.08.26 04:43 AM
Zoho Forms lets you create an integrated form by selecting a Zoho CRM module and fields. The form is auto-generated and already mapped to CRM, then you can customize layout, rules, and post-submit actions.
07.05.26 02:02 PM
Zoho CRM added new field options in the Layout Editor like radio buttons, numeric range sliders, rollup summary fields, and a structured Address field. Learn what each one does and how to use them to improve adoption and reporting.
07.03.26 03:18 AM
How Zoho Mail connects business email to Zoho CRM, tasks, and other Zoho apps, how admin controls and multiple domains work, and how it compares to Gmail.
07.01.26 02:57 AM
Zoho Calendar integrates with CRM, Bookings, Mail, and Projects—plus Google and Outlook—so your team stays in sync without juggling five calendars.
06.29.26 11:12 PM
Zoho Forms added GeoComplete, Map Location, and Yes/No field types to reduce bad addresses, location confusion, and clunky binary questions. Learn use cases and setup tips for cleaner CRM data.
06.29.26 09:44 PM
Stop missing website form leads. Set up a Zoho CRM workflow rule that instantly posts a new lead alert to a Zoho Cliq channel using merge fields or a webhook.
06.27.26 01:07 AM
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