External sharing - Word of the day #19
External sharing allows you to share your manuals with users outside your organization. With Zoho Learn's external sharing, you can create a public URL for your manuals to allow access for users who are not part of your hub. You can also set a password
Lookup Fields - Word of the day #65
The lookup field helps in establishing a relationship between different modules (linking two different modules: e.g, Accounts with Contacts). For example, say some of your contacts refer more leads for your business. You want to know which contact referred
Scoring Rules - Word of the day #49
Scoring rules help you prioritize leads, contacts, accounts, and deals based on record properties like fields, and customer touch points such as calls, emails, social signals, etc. You can assign positive and negative points to each property while defining a scoring rule. These individual points add up dynamically to a total score when a record is created or modified. Here's a knowledge-base article on setting up Scoring Rules. Check this quick video on the Scoring Rules. Previous 'Word of the Day':
Evaluation - Word of the day #25
Evaluation is the process of assessing, grading, and providing feedback for learner submissions. It helps the course authors gauge the understanding and progress of learners in the course. The course author and instructor can evaluate the descriptive
Answer feedback - Word of the day #24
Answer feedback is a message displayed to learners after they submit the answer for each question in a quiz. This can help make the quiz more engaging and provide additional information or instructions for the learners. The course author can customize
Question timer - Word of the day #23
The Question Timer allows users to restrict the time learners spend on each question in a quiz. The course author can enable the Question Timer option in quiz settings and set a time limit for individual quiz questions.
Course navigation - Word of the day #22
Course navigation determines how learners navigate the lessons in a course. Zoho Learn provides two types of course navigation: Free flow: Learners can navigate in any random order. They are not required to complete a lesson to go to the next lesson.
Publish notes - Word of the day #21
The Publish Notes action allows manual admins and contributors to add notes or instructions while publishing an article in the manual. Published notes will be displayed in the version history of the article. To learn more about publishing notes, visit
Version history - Word of the day #20
Version history allows you to see and track all the changes made to an article since its creation. Manual admins and contributors can see a list of all the draft and published versions of the article and can restore it to a previous version at any point
Policies - Word of the day #18
Zoho Learn provides hub-level and space-level policies to manage the actions of the users in your hub. The hub admin can decide which users can create spaces and courses in your hub. They can also enable or disable external sharing and email notification
Tacit knowledge - Word of the day #15
Tacit knowledge is the type of knowledge gained by personal experiences and is harder to document or articulate. For example, calmly dealing with different types of customers is a skill that a customer support executive develops through work experie
Drip schedule - Word of the Day #05
The drip schedule allows you to set a schedule and automatically release your lessons over time. This increases learner engagement and helps authors control when students have access to the course content. Learners can access the content bit by bit according
Bookmarks - Word of the day #17
Bookmarks are a great way to save and organize content that you want to read later. You can bookmark articles and manuals that interest you and revisit them. To learn how to bookmark articles, visit our Bookmarks knowledge base article. To learn how to
Process block - Word of the day #16
Process blocks are a type of lesson in Zoho Learn that can be used to explain a sequence of actions or steps. You can use process blocks to deliver process flows, algorithms, procedures, step-by-step instructions, etc. Check out our Process block knowledge
Implicit knowledge - Word of the day #14
Implicit knowledge is the type of knowledge acquired by the application of explicit knowledge. You can learn how to perform a job from a manual and use this information to determine the course of action to solve a problem. For example, you can learn the
Explicit knowledge - Word of the day #13
Explicit knowledge is the most common type of knowledge found in an organization. It is the type of knowledge that can be articulated and documented easily. Explicit knowledge is structured, organized, and easy to store and interpret. Research papers,
Export - Word of the day #12
You can export individual articles as PDFs in Zoho Learn. This feature might come in handy when you want to maintain a printable version of your articles or give users offline access to your knowledge base. Anyone with access to your manuals can export
Score - Word of the day #11
Score refers to the total number of points learners earn on a quiz. You can set scores for each question in your quiz. Scoring in Zoho Learn is pretty straightforward. When learners select the right answer to a question, they earn points, which contribute
Blocks - Word of the day #10
Blocks help you combine different lesson content types in a single lesson. For example, you might want your learners to read text content, watch a video, and understand a process—all within a single lesson. Block lessons can be used in such cases. Zoho
Reporting - Word of the Day #09
Reporting helps you monitor the performance of your training materials and articles in your hub. You can get actionable insights from the reports generated in Zoho Learn and make informed decisions to improve results. Zoho Learn's knowledge analytics
Course expiration date - Word of the Day #08
A course's expiration date is a date set by the course admins after which the learners will no longer have access to the course. This can be helpful to ensure learners complete the course on time according to the training plan of your organization. To
Instructor - Word of the Day #07
In Zoho Learn, instructors can be added to a course to manage or assist with course delivery. They can help the course authors evaluate assessments and manage the lesson discussion board. To learn more about the privileges of an instructor and the steps
Self-enrollment - Word of the Day #06
Self-enrollment allows learners to enroll themselves in courses that interest them. Learners can find courses that are open to all hub users and enroll themselves without needing an invitation from course admins. The course admins can enable self-enrollment
Custom domain - Word of the Day #04
The custom domain feature can be used to map a unique branding URL specific to your organization to replace the default Zoho Learn hub URL. Users in your organization can access your hub with the custom domain URL instead of the default URL. The admin
Activity - Word of the day #03
The activity section gives you a summary of everything that has happened within your knowledge base. It displays changes to your manuals and articles and a timeline of activities, with the most recent activity at the top. Along with each activity, you
Modules - Word of the day #02
In Zoho Learn, there are two major modules: Knowledge and Learning. You can use Zoho Learn as your company’s internal knowledge base to create and organize processes, procedures, and policies in one central place. You can get started building your knowledge
Tags - Word of the Day #01
Tags are meta-information or keywords that can be used to represent the topics covered in your articles and courses in your hub. Adding relevant tags can help users identify materials that interest them. Authors can add multiple tags while creating articles
Storage Space - Word of the day #110
Storage Space is the total space occupied by the records in the standard and custom module, which is inclusive of the notes that are added to the records. It also includes the space occupied by the data in your recycle bin. Data storage is calculated by taking the size of the records that you store in every module, the notes added to the records, and the data stored in the recycle bin. The edition-wise availability of data storage space in Zoho CRM: Edition Base Storage for an Org (approximate values)
Team Collaboration - Word of the day #109
Zoho CRM is a collaborative CRM built to facilitate communication with your customers as well as your own team. Help your team stay connected with realtime sales updates. Enable teams to add helpful context to their sales records, or connect your collaboration tools to share updates from one platform. Feeds - Keep your team updated through Feeds, where you can discuss deals, collaborate on ideas, and broadcast announcements. Talk about a sales pitch that worked for you, post updates on the big deals
Connections - Word of the day #108
Connections is a simple authentication mechanism to connect your Zoho CRM account with any third-party application. Connections can be used to invoke any third party applications’ REST APIs and get access to your authenticated data from your functions or widgets. Zoho offers integration support for a wide range of third-party applications, including core Google services (Contacts, Calendar and Google Ads) and Microsoft software (MS Office, MS Outlook, etc.). However, there are some services that
Multiple Sales Pipeline - Word of the day #107
Every business has a unique sales process. If you are selling different products or targeting different types of markets, multiple pipelines can help you capture each deal's journey. With Multiple Sales Pipelines, you can accurately track multiple sales workflows for all of your products and markets. This feature helps us in defining the sales process for every deal. For instance, let's say Zylker Cars is a car dealership company that has different sales processes for reselling used cars, selling
Gantt Chart - Word of the day #106
A Gantt chart is a visual representation of the project schedule. It displays information about task progress, task owner, task status and other task related data. The users of the Zoho CRM, in which the Zoho Projects extension is added, can view different types of reports. To view the Gantt chart in Zoho CRM, follow these steps: Select the Projects tab in the top navigation bar. Select the tab in the inner navigation bar corresponding to the project you want to work on. Click Reports in the left
Quadrant Analysis - Word of the day #105
When you have a large amount of sales data in your Zoho CRM, quadrant analysis allows you to distribute the data that you want to analyze or measure into four quadrants. You can analyze data such as, i) the type of campaigns versus the revenue generated
Cohort Analysis - Word of the day #104
Cohorts are groups of users, customers, or data that share similar characteristics at any point of time. Cohort analysis can be helpful for understanding customer behavior across the sales life cycle or their buying trends and patterns, for analyzing support costs over a specific time period, or other similar metrics. Results drawn from the analysis can be used to adjust existing services or products offered to the identified cohorts and observing the resultant impact on the overall health of the
Super Admin - Word of the day #94
The Super Admin in Zoho CRM is one master administrator for the entire organization's CRM. Furthermore, communication regarding billing and other financial transactions concerning Zoho is held with the Super Admin. What is the difference between a Super Admin and an Admin? The Super Admin is the user who purchases the Zoho CRM subscription on behalf of the organization, and is the owner of the account. Super Admin is at the top of hierarchy in profiles and has all the privileges of an administrator.
Target Meter - Word of the day #103
Target meter lets you set and monitor targets for your sales team. You can view the number of leads generated in the current year, annual revenue for last quarter, or sales target achieved in the past few months. You will not have to run through a pile of reports to get these information, all you need to do is choose a target meter and define the relevant parameters and get the data. Revenue, leads, deals—whatever your goal is, the target meter keeps your expectations realistic and helps you see
Comparator - Word of the day #102
Compare a variety of metrics across multiple modules, such as users, teams, roles, and territories. Create a comparison table, weigh in on a range of parameters, and track how your metrics fare against each other. Zoho CRM provides you three types of comparator visual styles to suit your preference: Elegant, Sport, and Classic. You may also add an extra dimension to your comparator charts by comparing the current numbers with your past records. For example, let's say that one of the KPIs you use
KPI - Word of the day #101
Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by measuring their performance on a regular basis. For example, a sales manager wants to monitor the top 10 sales reps in terms of average annual revenue each of them have achieved. He can easily accomplish this by creating a ranking style KPI by defining the average
Anomaly Detector - Word of the day #100
An anomaly detection offers meaningful insights about the business's trends which can play a critical role in influencing key decisions. Decision makers can change existing processes or assimilate better ideas and plans by observing what brings positive changes to their overall business health. For example, a sudden dip in purchases, lead conversions, or an increase in students dropping out of courses can indicate a negative deviation from the regular pattern; whereas, a surge in the purchase frequency
Predictive Sales - Word of the day #99
When there are too many deals in the sales pipeline, it's hard for salespeople to chase the right leads. With Zia, that's no longer a problem. She can predict the win probability of every ongoing deal and assign a dynamic score based on how close they are to conversion. Zia can also detect oncoming anomalies in your sales trends, giving you enough time to avert a drop in revenue or prepare for a surge in incoming leads. Make smarter sales pitch - Zia can help you by finding the product that a lead
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