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Blog tagged as How To
Use Layout and Validation Rules in Zoho CRM to Improve Data Quality
By
Jozette Spandel
Learn how to improve your Zoho CRM data quality with simple layout and validation rules. Turn Zoho CRM into your system of record!
04.24.25 08:00 AM
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How to Use Zoho Survey with Zoho CRM to Collect Better Customer Data
By
Jozette Spandel
Learn how to integrate Zoho Survey into your Zoho CRM processes for a better customer experience and reduce your admin time.
04.23.25 10:14 AM
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Zoho CRM Blueprint Hack: Track Process Milestones with Date Stamps for Better Visibility
By
Jozette Spandel
Learn how to better track your blueprint activity in Zoho CRM. This unlocks better analytics, accountability, and control in your business. Make your CRM your most accountable team member!
04.22.25 12:51 PM
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Track Stage History in Any Zoho CRM Module (Not Just Deals!)
By
Jozette Spandel
Learn how to set up stage history tracking in ANY Zoho CRM module, including leads, projects, and jobs.
04.22.25 12:50 PM
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3 Zoho CRM Email Setup Tips That Improve Communication and Save Time
By
Jameson
Learn how to improve collaboration and communications with these Zoho CRM Email setup tips.
04.22.25 12:49 PM
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