Recent Articles
Introducing Zoho CRM Cadences Studio
May 2024 Introducing Zoho CRM Cadences Studio: Empowering Marketing and Sales Strategies Introducing Cadences Studio: a sophisticated tool from Zoho CRM, meticulously designed to elevate marketing and sales strategies. Its intelligent automation ...
Component Filters and Restoring Deleted Items in Zoho CRM Analytics
May 2024 Component Filters and Restoring Deleted Items in Zoho CRM Analytics Component Filters Component filters are dynamic and can be applied directly on the component without impacting its configuration. In addition to the existing criteria ...
Zoho CRM Improved Validation Rules
May 2024 Zoho CRM Editions: Professional Edition and Above Zoho CRM Improved Validation Rules Zoho have introduced new configuration options to enhance the flexibility of Zoho CRM Validation Rules. With these enhancements, you can: Quickly validate ...
Zoho Desk Integration With Zoho Meeting
May 2024 With the new integration between Zoho Meeting and Zoho Desk, scheduling and starting meetings directly within the ticketing interface is now effortless, eliminating the need to switch between different platforms. This integration enables ...
The New Zoho CRM Plus
May 2024 Availability: Now for new signups, Existing Zoho CRM Plus users on request The New Zoho CRM Plus Zoho are now including Zoho Cliq within Zoho CRM Plus, enhancing collaboration across sales, marketing, and service teams to elevate customer ...
Popular Articles
Understanding addresses in Zoho CRM
The following is based on an instance of Zoho CRM with no customisation. In Leads you have one set of address fields which are: Street City Province - I highlight this to UK customers to think County Postal Code Country When a Lead is converted, the ...
Zoho Cliq How to chat with External Users?
Zoho Cliq external users are those who do not belong to your Cliq organisation, say vendors, clients, distributors, etc. Communication with external users is established through 1-1 chats, group chats and external channels. ...
In what order does automation run in Zoho CRM
When you have all the Automation configured then the order will be as follows : Assignment Rules -> Approval Process -> Workflow Rules -> Blueprint When you have configured without the Blueprint then the order will be : Assignment Rules -> ...
Zoho Forms Double Opt In
A double opt-in occurs when a user signs up for an email marketing list, and then an email is sent out to the user which includes a link to click and confirm the subscription. Only after the confirmation click is completed will the user officially be ...
Zoho Forms - Email Notifications
Set up email templates to notify yourself, your team and your respondents. These emails will be triggered when a form submission is received or when a submitted record is updated. https://www.zoho.com/forms/help/notifications.html#change-from-address ...