Tip – Automatically Update Fields In Accounts and Contacts Based On A Opportunity Stage
This video will show you how to update fields in your Accounts and Contacts that are associated with an opportunity based on updating the opportunity stage:
Tip – How To Auto Create A Task When Another Task is Completed
Here is a quick video that shows you how to make a task fire off after you have completed another task.
How to Create a Timer for your Tasks in Zoho CRM
Here is a quick video tutorial on how to create a timer for your tasks in Zoho CRM.
Adding Zoho Forms to Your WordPress Site
Zoho Forms is a versatile tool. It has a very easy drag-and-drop interface that makes it simple to build out a very complicated form. It also has deep integration with many Zoho Applications such as CRM and Desk. If you use Word Press for your website, you will find that it has a great extension […]
Zoho CRM and Ringcentral
One of the ways that we make it easy for your employees to use Zoho CRM is by enabling integration with RingCentral. This will enable the automatic logging of all calls in your CRM. Once you have enabled RingCentral in Zoho CRM and logged in to your RingCentral account in Zoho CRM as well as […]
