Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a speci...
Hello everyone, Kiosk Studio is a no-code interface to build and embed custom functionalities inside Zoho CRM. It empowers admins to streamline the frequent actions performed ...
Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, w...
Hello Everyone! If you loved the Tips and Tricks and Automate over custom functions, you're going to love this one! As part of the Zoho community learning series, we're now la...
Hello everyone, We are back with a great tip for this week, yet again, on how you can maintain a clean CRM database. While it's a good thing to drive all your focus on putti...
Discover and learn the brand new enhancements Zoho CRM got this quarter! These enhancements can be leveraged to bridge small gaps in your existing CRM implementation that powe...
Hello everyone! It’s Wednesday and we are back with yet another hack.. I'm sure you've used formula fields to meet some requirements specific to your business. Let's consider ...
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all ...
Hello there, A lot has happened since our last post: discussions, ideas, meetups, and plentiful perspectives. As part of the Zoho Community's effort to help you make the most ...
Hello Everyone ! The leads module in Zoho CRM helps aggregate all the unqualified leads which is then qualified and converted to contacts by your sales team. However, the chan...
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you c...
Hello Everyone, Today, let's see how to find Duplicate records in your Zoho CRM account and Merge them. Eliminating duplicate records in CRM seems to be a frequent issue f...
The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to i...
Hello everyone, We're excited to announce the launch of 'Zoho CRM On Air,' a video series dedicated to fostering interesting discussions and meaningful conversations about Zoh...
Hello everyone! It's that day of the week and we are back with a hack. I'm going to share an interesting yet useful hack that lands a lead as a link in the email template...
Hello Everyone, In today's post, we are going to look at cloning of email templates, one of the most widely requested features by many of you. Let us see how to clone an Emai...
Welcome back everyone! Last week, we learnt how to assign leads based on your sales reps' shift timings. This week, let's look at a custom function that allows you to combine ...
Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script a...
Hi Everyone! As a part of our Zoho CRM Error messages series, we're going to focus on couple of error messages that you might encounter while configuring IMAP and ways to reso...
One of the biggest challenges in the initial stages of sales cycle is getting email response from prospects. With so many vendors vying for attention, it's vital that your ema...