Lead Conversion Mapping in Zoho CRM
Lead Conversion Mapping is a setup that determines where each field from the lead record will be mapped in accounts, contacts, and deals after a lead is converted. By configuring conversion mapping, you ensure that no valuable data is lost in the process. Here’s how to access and set up lead conversion mapping in Zoho […]
Lookup Fields Tutorial for Zoho CRM
Zoho CRM lookup fields are a powerful feature, enabling you to link records across modules and create more integrated and streamlined workflows. This guide explores both one-to-one and multi-select lookups, with practical tips to optimize your CRM setup. What Are Lookup Fields in Zoho CRM? Lookup fields in Zoho CRM are relational fields that allow […]
Simplify CRM Testing with Zoho CRM Sandbox
Zoho CRM Sandbox offers a safe environment to test and refine your CRM configurations without disrupting your live data. Whether you’re tweaking fields, automations, or custom workflows, Sandbox ensures your updates are perfect before going live. Let’s dive into how you can make the most of Zoho CRM Sandbox. What is a Sandbox? A Sandbox […]
Get Started With Zoho CRM’s All-New Kiosk Studio
At the beginning of this year, Zoho launched Kiosk Studio in Zoho CRM. This evolved blueprint is designed to simplify and automate various processes without being tied to a specific record. Unlike blueprints that trigger actions based on particular records, kiosks operate independently, making them highly versatile. This feature is particularly beneficial for tasks that […]
Effortless Cleanup Using Admin Tools In Zoho CRM
In the world of CRM management, maintaining a clean and organized system is crucial for efficiency and productivity. Zoho CRM’s Admin Tools feature offers a powerful solution for tidying up old customizations, reports, and automations, ensuring your CRM environment remains streamlined and functional. Why Clean Your CRM? Over time, CRMs tend to accumulate unused or […]
Quick Actions for Calls in Zoho CRM
This video tutorial demonstrates how to log an activity or task directly from a call within the CRM using the CRM dialer feature. Key takeaways: Steps: Benefits: This video provides a valuable tip for CRM users who want to make the most of the CRM dialer feature. By logging activities and tasks directly from the […]
Sorting Multi-Select Lookup Fields in Zoho CRM
In this quick tip, Landon demonstrates how to customize the results that appear when selecting items in multi-select lookup fields within Zoho CRM, both for standard and custom modules. This can be particularly useful if you want to sort and display specific items at the top of the list when making selections. Here’s a summary […]
Creating Role-Based Custom Views & Filters in Zoho CRM
Managing a growing team in Zoho CRM just got easier. Role-Based Views in Zoho allow you to create custom views and filters based on team roles, not just individual members. This guide breaks down the how-to. Understanding Roles and Groups Before you set up custom views, it’s essential to grasp the roles and groups within […]
Adding Zoho Sheet View Components to Your Zoho CRM Homepage
Are you looking to add a Zoho Sheet View to your CRM homepage for a more consolidated and efficient work process? Step 1: Customize Your Homepage To start, navigate to your Zoho CRM homepage and look for the customization option. The aim here is to add a new component, specifically a widget, to your homepage. […]
Easy Pick List Management With Zoho CRM Global Sets
In this tutorial, we guide you through step-by-step this long-awaited feature, allowing you to standardize picklist values across different modules, which can help maintain consistency, reduce data entry errors, and save you tons of time.
