Blog tagged as Zoho

Learn about Mail Merge Templates in Zoho CRM. We walk through how to set up a Mail Merge Template, how to use it on a CRM record, and pro tip to ensure data accuracy.

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.

What Zoho People does for HR: employee records, time off, attendance, and performance reviews, how it differs from People Plus, and who it fits.

Learn how Zoho can fit into your HR processes across each relevant app in Zoho One and beyond. We break down the benefits and use cases for Zoho's HR tools in your business.

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.

How Zoho Checkout creates branded payment pages for one-time and recurring payments, how it connects to other Zoho apps, and when to use something else.

Learn about every Zoho plan they offer and which one is right for you. From Zoho CRM Plus, Zoho One, and Zoho Solo, to Zoho Marketing Plus and Finance Plus, we break it all down.

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.