Blog tagged as How To

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.

How Zoho CRM Global Sets let you manage one picklist across many fields and modules: how to create one, apply it to existing fields, and when to use it.

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.

What the Zoho CRM sandbox is, how to set one up, how to test fields and automations before you deploy them, and the best practices that keep live data safe.

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.