Blog tagged as How To

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 how to configure dependency fields in Zoho CRM. Understand how this fits in real world examples, and how to configure Zoho CRM to meet your requirements.

Learn how to set up Zoho Projects to match how your business works projects. Learn about fields like Owner, Tags, Status, and Assigned Date and how they could be used in your business.

The Business Card view is a small feature in Zoho CRM, but for many companies it has a big impact. Learn about this feature, how to customize it, and how it helps your teams use the CRM.

Learn the difference between Workflows and Blueprints in Zoho CRM—and when to use each. This guide helps you decide when to automate and when to add human input, so your CRM runs smoothly and supports your business goals.

Learn how to improve your Zoho CRM data quality with simple layout and validation rules. Turn Zoho CRM into your system of record!

Learn how to integrate Zoho Survey into your Zoho CRM processes for a better customer experience and reduce your admin time.