Zoho CRM
Connecting LinkedIn to Zoho CRM with the Sales Navigator Extension
If you're looking to connect LinkedIn data to Zoho CRM, whether to find prospects, view their professional background, or push CRM records to LinkedIn, the answer is Zoho's own LinkedIn Sales Navigator extension, an official, ToS-compliant ...
Many-to-Many Module Association in Zoho CRM: Multi-Select Lookup Fields and Linking Modules
Sales data rarely sits in isolation. Records in one module are often connected to several records in another, and Zoho CRM gives you a proper way to model that connection rather than forcing everything through a single lookup value. Why a standard ...
How to Import Notes in Zoho CRM
If you need to write notes for a large batch of records at once, or attach the same note to several records, adding them one by one inside Zoho CRM quickly becomes tedious. The Import Notes feature lets you export your existing records to a ...
How to Import Subform Data in Zoho CRM
Subforms in Zoho CRM hold sets of related entries attached to a single record, for example an insurance company might store each policy holder's dependents, their name, age, gender, and relationship to the contact, as a subform within the Contacts ...
How to Import Data to a Module in Zoho CRM
This covers the full step-by-step process for importing a file of records into a Zoho CRM module. Before you begin, it's worth checking the file against our Import Checklist and Limits for Zoho CRM. Steps to import data to a module Open the module. ...
Import Checklist and Limits for Zoho CRM
Before importing data into Zoho CRM, it's worth working through this checklist to avoid records being skipped, rejected, or imported with the wrong values. Before you start Permission. Make sure you have Import access. Without it, the Import link ...
Importing Data to Zoho CRM
Data can be gathered from many sources, a purchased record database, a trade show, a marketing campaign, and so on. Bringing records from these external sources into Zoho CRM is one of the most important lead creation activities in any business, ...
Kiosk Studio Session #11: One Flow for Fulfilment Exceptions Across CRM, Inventory, and Desk
Some orders get flagged during fulfilment. One is short by six units with nothing from the warehouse explaining why. Another shipped in full three days ago but still reads as pending, because the carrier never posted a scan. A third has a customer ...
Kiosk Studio Session #9: Use a Zia Agent Inside a Kiosk Flow
Zoho CRM admins typically rely on deterministic tools to govern user behaviour and protect data integrity. Blueprints control a record's macro-state, for example stopping a deal from moving from Qualification to Negotiation without specific inputs, ...
Kiosk Studio Session #10: Classify Renewal Risk with Zia Agents
Renewal management is central to any recurring revenue business. The signals that indicate an account is at risk are usually already sitting in the CRM: contact titles, deal stages, call logs, account descriptions, and more. What's typically missing ...
Kiosk Studio Session #8: View Subform Entries Without Opening a Record
Modules in Zoho CRM often contain subforms, collections of individual entries related to the record they sit on. In an invoice module, for example, each record might list the products or services a customer was billed for, added as entries in a ...
Kiosk Studio Session #7: Create Your Own Convert Feature
Zoho CRM has a built-in convert feature for Leads, Quotes, and Sales Orders, letting a record move from one entity to another once it reaches a certain stage, for example converting a qualified lead into a contact. If you need the same kind of ...
Kiosk Studio Session #6: Submit a Repair Request from a Single Kiosk
As a fast-growing distributor of heavy machinery, the fictional Zylker found itself dealing with repair request chaos. Dealers were frustrated by delays, and employees were frustrated by how many steps it took to submit a single request. The problem ...
Kiosk Studio Session #5: Quickly Review Loan Applications
At a lending institution, a lot of people apply for loans, and reviewing those applications is labour-intensive and time-consuming work handled by loan officers and underwriters. Before underwriting even begins, loan officers carry out an initial ...
Kiosk Studio Session #4: Simplify Sales for Bank Employees
Banks can boost revenue by cross-selling to their existing customers, offering credit cards, personal loans, and other products to account holders they already serve. Doing this well normally means bank employees moving all around the CRM, opening ...
Kiosk Studio Session #3: Streamline Appointment Booking for Patients
Most kiosks are built for internal CRM users, sales reps, agents, or clerks working through their own processes. However, a kiosk doesn't have to be internal-facing. It can also be designed and deployed for your customers, through the CRM portal. ...
Kiosk Studio Session #2: Boost Cold Call Efficiency with a Call Script Kiosk
Cold calls are swift, frequent, and repetitive for most sales teams. As the first touchpoint in many customer journeys, they need to persuade a prospect to set up a meeting or make a purchase, and doing that well takes clear communication of value, ...
Kiosk Studio Session #1: View Paid Customers in the Same Industry
Sales reps spend a lot of time on calls trying to build trust with new customers, and one common question is whether your product is already used by other businesses in their industry. This is the kind of information that helps reduce a prospect's ...
Kiosk Studio Sessions: Example Kiosks and How They're Built
Kiosk Studio Sessions is a series of posts published in the Zoho CRM Community. Each one takes a real business scenario, describes how the work is normally done without a kiosk, shows the kiosk built to simplify it, and explains roughly how that ...
Working with Kiosk Studio in Zoho CRM
Kiosks are convenient for CRM users and straightforward to build using Kiosk Studio's no-code interface. Before you start building one, it helps to have a clear idea of the capability you want to deliver. Questions worth asking before you start What ...
Elements of a Kiosk in Zoho CRM
Whatever business scenario a kiosk is built for, it's ultimately assembled from a small set of basic elements, added, configured, and connected together in different ways. Those elements are Screen, Decision, and Action, along with supporting ...
Kiosk Studio in Zoho CRM: An Overview
Kiosk Studio is a no-code customisation tool in Zoho CRM that lets admins simplify work for their users, customers, and vendors by building and embedding custom capabilities, called kiosks, across the CRM. Availability: Standard, Professional, ...
Introducing Incentives for Zoho CRM: Commission Management
Zoho has launched Incentives for Zoho CRM, a new application built to manage commission provisioning directly from your sales performance data. Rather than tracking commissions in spreadsheets alongside your CRM, Incentives uses your sales reps' ...
Functions Support in Zoho CRM Review Process Actions
Zoho CRM's review process actions now support functions, giving you the flexibility to automate activity at any stage of a record's journey through review, rather than being limited to switching pre-built notifications on or off. What's changed ...
Additional Storage for Full Data Sandbox in Zoho CRM
As a Zoho CRM production environment grows, its data naturally grows with it, and this can eventually run into the storage limits of a Full Data Sandbox. Zoho has introduced an add-on to address this, letting organisations increase their Full Data ...
Zoho CRM Dashboard Enhancements: Funnel Drill-Down, Flexible Duration, and More
Zoho has rolled out a set of small but useful enhancements to Dashboards in Zoho CRM, aimed at giving you more control over how you filter, group, and drill into your data. There are four changes in this update: drill-down support for the Funnel ...
How to Use Mobile Check-Ins for Meetings in Zoho CRM
If your business involves travelling to see clients, the Zoho CRM mobile app lets sales reps check in at a location and link that check-in directly to a meeting, giving managers real visibility over which visits have actually taken place. How it ...
How to Colour Code Picklist Values in Zoho CRM Meetings
To make meetings easier to scan at a glance, you can colour code the values of a single picklist field in the Meetings module. This colour then shows consistently throughout your CRM. Where the colours appear Colour coded values are displayed in the ...
How to Set Up Online Meeting Providers in Zoho CRM
The providers you enable in the Meetings module's Preferences tab appear as options in the Provider field whenever the meeting venue is set to Online. Adding a provider Open Meetings settings. Go to Setup, then Customization, then Modules and Fields, ...
Standard Fields in the Zoho CRM Meetings Module
This is a quick reference for the standard fields Zoho provides on the Meetings module, useful when customising layouts, reports, or workflow rules. Note: The module previously called Events has been renamed to Meetings. Field Description Title A ...
How to Add and Invite Participants to a Meeting in Zoho CRM
Once a meeting has been created, you can add participants and Zoho CRM will send them an email invitation directly. How to add and invite participants Open the meeting. From the Meetings tab, click the meeting you want to add invitees to. Open the ...
How to Set Reminders for Meetings in Zoho CRM
Reminders help make sure attendees don't miss a meeting. Zoho CRM can alert attendees in two ways: by email, or with a pop-up. How to set a reminder Open the meeting. From the Meetings tab, click the meeting you want to set a reminder for. Edit it. ...
How to Create Recurring Meetings in Zoho CRM
For meetings that happen repeatedly, such as a weekly client check-in, Zoho CRM lets you set up a recurring pattern rather than creating each occurrence by hand. Setting up a recurring meeting Create the meeting as usual, then in the Repeat field set ...
How to Create a Meeting in Zoho CRM
A meeting in Zoho CRM records an interaction with a customer at a specific place and time, whether that's a demo, a service discussion, or a negotiation. Meetings are classified into three venue types: Online. The meeting is held via one of your ...
Working with Meetings in Zoho CRM
Meetings in Zoho CRM record the interactions between your business and its customers at a specific place and time, whether that's a product demo, a service discussion, or a negotiation. This overview links out to a set of focused articles covering ...
Google Meet Is Now Available as a Meeting Provider in Zoho CRM
Following requests from a number of our partners and customers, Google Meet is now available as an online meeting provider in Zoho CRM. It sits alongside the other meeting providers you may already have enabled, so your team can run meetings from ...
Why Does My Zoho CRM to Office 365 Integration Fail at Sign-In?
If you are trying to connect Zoho CRM to your Microsoft 365 environment and the sign-in fails with a Microsoft prompt asking you to "explain the reason" for the request before it stops, this is almost always caused by the admin consent settings on ...
Potentials, Deals, or Opportunities: What's the Difference in Zoho CRM?
If your Zoho CRM account has been around for a while, you may notice that the module most people know as Deals is instead called Potentials. This is not a fault or a different module, it is simply an older name for the same thing. Why some accounts ...
Can I Rename the Modules in Zoho CRM?
Yes, the Modules you see in Zoho CRM can be renamed. This is done from the same place you manage other module settings, and only takes a moment. Steps to rename a Module Log in as an administrator. You will need Administrator privileges in Zoho CRM ...
What Is a Module in Zoho CRM?
A module in Zoho CRM is a category of data. If you picture a spreadsheet with rows and columns, a module is roughly equivalent to a column, a distinct type of information that is kept separate from other types so it can be found, tracked, and managed ...
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