Recent Articles
Announcing Zoho Backstage 2.0
April 2024 Have you ever experienced the 'catch-up effect'? It's when something accelerates after a period of slowdown or stagnation. That's precisely what's happening in the events industry post-pandemic. Physical events are bouncing back like never ...
Send emails and sync conversations with custom email addresses in Zoho CRM
March 2024 In many situations, multiple email addresses are used by a single person. For example, a customer may have multiple email addresses for various purposes, such as personal communication, online shopping, work-related correspondence, project ...
Zoho CRM Blueprints Enhancement - Include Optional Fields In Transitions
March 2024 Editions: Zoho CRM Professional edition and above Blueprints streamline processes, guiding users through each stage to ensure compliance with required steps. To progress in a blueprint, users must enter the necessary information. The Case ...
New Product - Vani
February 2024 What is Vani? Vani stands as a visual collaboration platform where teams can create, meet, and work together on a shared infinite canvas. It emerges as an independent brand under the umbrella of Zoho, alongside brands like ...
Enhancements to Zoho Books Integration With Zoho CRM
February 2024 Enhancements to Zoho Billing Integration With Zoho CRM Introduction of Integration Users Sales personnel traditionally oversee tasks until the estimates stage in the sales process. This means that CRM users primarily engaged in the ...
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 ...