Welcome to another discussion on posting your CRM related questions. This shared discussion, is a place to share knowledge, interests, and queries through engaging conversations.
The topic for today is Zoho CRM Analytics app, which is an app by Zoho CRM that lets you access the useful dashboards created from your mobile devices. In addition, you can share them with your coworkers and get better access to data on the move.
Before getting into the discussion, know the questions that have already been addressed here, which includes the following:
Go ahead and put in your questions. We will be happy to answer them. Your discussion matters to us, as we will be adding them to our existing FAQ lists.
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several