Blog tagged as How To

Learn about how we helped a tutoring company fix email visibility across multiple email addresses attached to a record.

Learn how to track time and tasks in Zoho Projects. This is a great guide if you're a business that bills their time, tracks milestones, or needs to manage a project budget.

Learn about the new Zoho CRM Chart View in Modules. We break down this new feature and tips to help you get started.

Learn how to set up a webform on your website and automatically add leads to your CRM. The best part, you can set all this up for free!

Learn how to use AI to summarize your Zoho CRM for faster sales conversions. In this blog we breakdown what it is, how useful it REALLY is, and how to use it.

Learn how to set up Stripe and connect it to your invoices. This is an excellent option if you're a service business and want to offer a convenient payment method for your customers.

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.