Getting Started Workbook for Admins – Zoho CRM
Zoho CRM How To Set A Unique Custom Field For Import
Automated Lead Conversion in Zoho CRM When Qualification is Complete
This quick implementation automates the process of lead conversions once a set of criteria are met. Here are the key points covered in this tutorial: Custom fields added to lead to store information used for lead qualification On fill of all qualification fields, check values against set criteria If criteria are met, convert the lead. […]
Zobot Cheat Sheet
Zoho CRM Automation 101: Email Templates
In this quick tutorial, we show you how to create, send, and track email communications using Zoho CRM’s Email Template Feature.
Working From Home: 6 Ways to Stay Productive Without a Boss
When you are working from home, your boss is no longer your workplace antagonist. Now, it’s your own mind. To stay ahead of your brain’s own impulse to gradually melt into the couch cushions, you need to take some serious action before things get out of control. If you aren’t getting things done, you need […]
Zoho Writer Introduction
Zoho Vault Administrator Guide
This guide provided by Zoho covers the following for Zoho Vault: Sign up instructions Important terminologies Basic Settings User provisioning and management Password management Advanced features Disaster recovery configuration Audit settings Reports Offline access Mobile access Browser extensions
Zoho CRM Task Dependencies Tutorial – 2020
This quick tutorial covers how to launch new tasks only after other tasks reach a certain status inside Zoho CRM.
Calculating Sales Commissions with Custom Functions in Zoho CRM
In all but the most badly-run sales departments, the commission is based on how much stuff a salesperson sells. However, it’s not always that straightforward: sometimes commissions vary based on products, with incentives to sell particular packages and services paid out in the form of higher commissions. A simple percentage calculation doesn’t typically cut it. […]