Zoho WorkDrive 2026 Overview
WorkDrive Essentials Team Folders: The core of WorkDrive. Move away from “My Folders” to ensure collaborative continuity. Permissions: Use private team folders by default to prevent “content overload” and protect sensitive data. Zia AI: Instantly generate drafts (like policies or contracts) directly within your folder structure. Activity Logs: Gain granular visibility into every file edit, […]
Understanding Zoho CRM Deals
Why Use Deals? Revenue Tracking: Attach a dollar amount and closing date to every opportunity. Probability Weighted Pipeline: Automatically calculate “Expected Revenue” based on the current sales stage. Communication Hub: Link every email, call, and meeting to a specific revenue-generating event. Churn Reduction: Use historical “Stage History” data to identify where deals fall off and […]
Workqueue for Zoho CRM: Stop Module Hopping
Why Use Workqueue? Consolidation: View tasks, meetings, calls, and blueprint jobs on one page. Custom Queues: Pull in custom views from Leads, Deals, or any other module. Blueprint Visibility: See every record waiting for a “transition” (approval or next step) in one spot. Action-Oriented: Designed to help teams “clear the queue” based on specific business […]
Zoho CRM Custom Fields
Key Takeaways Group with Sections: Use the “New Section” tool to make records digestible for users. Context is King: Use specialized fields (Email, Phone, URL) to enable native UI features like click-to-dial. Mapping Strategy: Create fields in the Leads module first to leverage automatic conversion mapping. Clean Data: Use Rollup Summaries and Formulas to automate […]