Blog tagged as How To

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.

Workflows run automatically in the background. Blueprints guide people through steps. Here is how to choose between them in Zoho CRM, and when to use both.

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.

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!

Zoho CRM tracks stage history on Deals by default. Here is how to track it in other modules too, like Leads, Projects, or Jobs, step by step, with a real example.

Learn how to improve collaboration and communications with these Zoho CRM Email setup tips.