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 ...
How do I restrict Zoho Desk Knowledge Base to specific groups of Users?
A common scenario we encounter is that a company wants to restrict access to Knowledge Base articles. Historically this could be done using the Agents, Registered Users and All Users. However for some companies this wasn't granular enough. So in 2020 ...
How do I automatically convert a Lead in Zoho CRM?
Scenario When you are working in Zoho CRM, typically the first point of contact that a potential customer has with you is as a Lead. From here you either need to Qualify them out (Junk Lead, Not Qualified, Unable to do business, etc.) or Qualify them ...
Zoho SalesIQ - Live Chat Facebook
You can use Zoho SalesIQ to add live chat to your Facebook page (but only if you have more than 2,000 subscribers). Details of how to do this can be found at: https://www.zoho.com/salesiq/help/integrations/live-chat-plugin-for-facebook.html ...
Is there a way to add multiple contacts to a Potential in Zoho CRMl?
Yes when you open a Potential there is a section called Contact Roles. When you click Add Contact Roles you can add individuals from the Account and what their role is (note Account Roles might need to be changed to reflect your business). If you ...