Knowledge Base
Zoho SalesIQ
Zoho SalesIQ helps you to prospect, engage and support your website visitors real-time.
Zoho Voice
Zoho Thrive
Zoho Thrive is a performance-based marketing platform that comes with a unified solution to help you engage, attract, and retain customers.
Zoho TeamInbox
A shared inbox tool to enhance team transparency and productivity.
Marketing Plus
Built for teams of all sizes, Zoho Marketing Plus unifies all your marketing activities on one platform. Engage your audience across multiple channels, increase the ROI your marketing spend, and optimize your team productivity.
ZeptoMail
ZeptoMail by Zoho Mail is a secure and reliable transactional email sending service that ensure guaranteed and instant delivery of your transactional emails.
Zoho CRM Platform
Zoho Developer assists you in understanding every aspect of extensions, vertical apps, custom apps, Deluge scripting, and the Zoho Marketplace.
Zoho Contacts
QEngine
Zoho QEngine is a test automation software to run your entire testing lifecycle
Premium Support Solutions PSE
Zoho Sites
New Zoho Sites UI will be explained in this folder
Trident
All the resources you need to use Trident to the fullest.
Marketing Automation 2.0
Early access group for Marketing Automation
ResearchStudio
Qualitative Data Analysis platform
Zoho OfficePlus
Zoho Officeplus
BluePencil
BluePencil - KB
Zoho Tables
An easy-to-use no-code work management tool that seamlessly connects people, processes and information.
Zia
Recent Articles
What's new on Zoho Marketplace for August 2023
Zoho Marketplace offers over 2,000 extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in August 2023. Extensions for Zoho CRM Global Call Forwarding Softphone for Zoho CRM Streamline your ...
Create an event in Zoho Calendar for a Service Appointment
Use Case: Whenever a service appointment is dispatched in Zoho FSM, create an event in Zoho Calendar. Step 1: Create a custom function Step 2: Create a workflow rule Step 1: Create a custom function Add a custom function that will create an event in ...
Lattice for Zoho Directory
Prerequisites Lattice administrator privileges Configure SAML in Zoho One/Directory 1. If you're a Zoho One user: Sign in to Zoho One, then click Directory in the left menu. Go to Marketplace, then click Browse Applications. Use the search bar to ...
Reviewing articles in a Manual
Overview Make sure people on your network have access to accurate and verified information in Manuals by initiating a review process. To do this, the admin of the Manual needs to enable reviewing. Who can enable Article Review? Only the admin of the ...
Using filters in a Zoho Connect Board
How to use Board filters? View just the tasks you need to by using filters. Navigate to the required Board. Click the Funnel icon in the top-right side of the Board. From the dropdown, select filters based on Section name, Assignee, Start Date, Due ...
Popular Articles
What is your refund policy?
Zoho's Customer Satisfaction Policy At Zoho we strive to create quality software that you enjoy using for your business or professional life. You have a number of choices and we appreciate you giving us your business. Thank You. We have created this ...
System Requirements
Zoho Meeting is a web-based conferencing solution that works well with all modern browsers, operating systems and mobile devices. The following system requirements are applicable to presenters, participants or attendees of online meetings and ...
Installing Zoho CRM in MS Office 365
Install the Zoho CRM app for Microsoft Office 365 to seamlessly synchronize data between the two applications. Currently, this integration allows for user import, calendar synchronization and contacts synchronization. Install Zoho CRM app for Office ...
Introduction to Zoho CRM
What is CRM? Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and ...
All you need to know about Bigin
What is Bigin? Bigin is a pipeline-centric CRM built and priced for small businesses, which is designed to make your customer-centric operations more effective. Small businesses have limited resources, juggling a variety of business activities. ...
BluePencil - KB