Quotes are agreements between customers and vendors to deliver the requested product within the specified time at the agreed price. A quote can be converted into a Sales Order or Invoice with a single click. Templates can also be created based on the quote details and can be sent to the customer.
Seeing that a lot of our users use Zoho CRM hand in hand with other services to collectively run their business, we're introducing a new sector in our focus group webinar series, discussing useful Zoho CRM integrations to streamline your business operations.
Last year, we were beyond happy to see how the Zoho Community continued to grow, learned from, and helped each other through our virtual Zoho User Group meetups. We couldn't be prouder of our Users for taking the time out to come together and support
We'd like to thank you, Zoho Community, for coming together and braving 2021! Here's to a healthy and prosperous 2022! We are excited to kick-start this year by opening registrations for the Virtual ZUG Meetups for January and February 2022. Connect
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 can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
Hello folks, Do you have multiple deals associated to your contacts in Zoho CRM? Are you struggling to find deal specific emails, with all the emails associated with a contact listed together? If yes, then this tip is totally for you! You can associate emails with individual deals, rather than having them all listed under a contact. This helps you to access your deal based conversations more quickly and avoid looking through all your emails, searching for keywords and subject lines. In Zoho CRM,