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Zoho Creator – 2019 Year in Review

Zoho Creator – 2019 Year in Review

This review by Zoho gives a look at the changes and improvements made to Creator in 2019. Included in this 2019 year in review are examples and detailed content around the changes made. The schema builder is a graphical tool that lets users visualize their data model, create new relationships, or edit existing ones as […]

Zoho CRM Custom Apps: A Beginners Guide

Zoho CRM Custom Apps- A Beginners Guide

This guide by Zoho is a great quick reference to get you started building Zoho CRM custom apps.  Like most things, once you have a grasp on how it works it only gets easier and easier, this is also true with creating custom applications for Zoho CRM.   “CRM is the backbone of any organization. It […]

Assigning Leads to Salespeople Fairly With Zoho CRM Automation

Assigning Leads to Salespeople Fairly With Zoho CRM Automation - Blog -  - Assigning Leads to Salespeople - Assigning Leads Fairly with Zoho CRM

Assigning leads can be a tricky political business. How do you distribute leads fairly so that everyone has the same opportunity to thrive and make money without showing favoritism or giving valuable leads to poor performers? Most organizations settle on a random or semi-random method to avoid any appearance of preference or punishment. Absent any […]