Blog tagged as CRM

Learn about Mail Merge Templates in Zoho CRM. We walk through how to set up a Mail Merge Template, how to use it on a CRM record, and pro tip to ensure data accuracy.

Learn how to improve your Zoho CRM blueprints from the Blueprint Queen herself. You will learn how to make your Zoho CRM blueprints reflect your real processes and change your business.

Learn how to schedule virtual meetings from a record in Zoho CRM. We breakdown how to set it up, how to automate it with a blueprint, and who this CRM hack can help out.

Learn how to customize the Users Module in Zoho CRM. We break down how to set it up, how you might configure it, and a real world example to help you see the impact this feature can have.

Learn about Zoho CRM's Global Sets feature and how to set it up in your system. We break down how to create a global set, how to apply it to existing fields, and when to use them.

Learn how to create Zoho CRM Web Tabs to save time and improve efficiency. We give real examples of what to embed into your Zoho CRM Web Tabs and why they're important.

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.

Learn what you get with Zoho CRM Plus and if its the right package for you. Learn about pricing, features, and apps included in this Zoho Package.