Zoho CRM
Zoho CRM Quadrant Analysis
Quadrant Analysis, originally released in beta, is now a fully available dashboard component in Zoho CRM that scatters your data across four quadrants, making it easier to spot patterns in large volumes of sales data. How it's configured X and Y ...
Quadrant Analysis in Zoho CRM
Quadrant Analysis is a dashboard component in Zoho CRM that scatters your data across four quadrants, making it easier to spot patterns in large volumes of sales data than scrolling through raw records or a standard chart could manage. A worked ...
Zoho CRM Cohort Analysis
Cohort Analysis, originally released in beta, is now a fully available feature that lets you study how a group of customers or records sharing a common starting point behave over time. What it's used for Customer retention. Group customers by when ...
Cohort Analysis in Zoho CRM
Cohort Analysis in Zoho CRM lets you study how a group of customers or records who share a common starting point behave over time, rather than looking at all your data blindly without accounting for the natural life cycle a customer goes through. ...
Zoho CRM Webform A/B Testing
Webform A/B Testing, originally released in beta, is now a fully available feature that lets you test different versions of a webform against each other and see which one actually converts better, rather than guessing. What you can test Create ...
Marketing Attribution in Zoho CRM: The Six Models
Marketing Attribution in Zoho CRM tracks the various touchpoints a customer interacts with before converting, and lets you assign credit for the resulting revenue to the campaigns that genuinely influenced that outcome, rather than crediting ...
Zoho CRM Webform Analytics
Webform Analytics, originally released in beta, is now a fully available feature that lets you track, analyse, and optimise the performance of your web forms in real time. What it tracks Number of visitors who viewed the page containing the form How ...
Webform Analytics in Zoho CRM
Webform Analytics lets you track, analyse, and optimise the performance of your web forms in real time, since a form that isn't converting well is easy to overlook without dedicated visibility into how visitors actually interact with it. What it ...
Services and Appointments Modules in Zoho CRM
Services and Appointments are ready-to-use modules in Zoho CRM built specifically for businesses that deliver services to customers, letting you manage a service catalogue, book and track appointments, and record work completed, all without needing ...
Zoho CRM Services and Appointments Module
Services and Appointments, originally released in beta, are now fully available, ready-to-use modules for businesses that deliver services to customers. What each module does Services. An organised catalogue of the services your business offers. ...
Zoho CRM Emails and Zia
Zia's Email Intelligence, originally released in beta, is now a fully available feature that reads incoming emails and surfaces insights like intent, sentiment, and a summary. Sentiment analysis Zia groups emails into positive, negative, or neutral ...
Emails and Zia (Artificial Intelligence) in Zoho CRM
Zia's Email Intelligence reads incoming emails and surfaces insights like intent, sentiment, and a summary, enriching the data and extracting hints of activities mentioned in the email, all displayed directly within Zoho CRM to save you reading every ...
Zoho CRM Command Centre
CommandCenter, originally released in beta, has since evolved into version 2.0, a customer journey management tool that connects fragmented touchpoints across departments into a single, coordinated journey. The problem it solves Simple rule-based ...
Zoho CRM Command Centre
CommandCenter, now on its 2.0 version, is a customer journey management tool in Zoho CRM that connects fragmented touchpoints across departments into a single, coordinated journey, rather than relying on isolated Workflow Rules that don't communicate ...
Zoho CRM Tags
To find out more about tags in Zoho CRM visit: https://help.zoho.com/portal/en/kb/crm/manage-crm-data/record-management/articles/tagging-records Published: April 2020
Data storage in Zoho CRM
Zoho CRM splits storage into two separate categories: File Storage, which covers things like PDF attachments uploaded to a record, and Data Storage, which covers the records themselves. This article covers Data Storage specifically. What counts as ...
Zoho CRM Image Upload Field
Image Upload is a field type in Zoho CRM that lets a record store a photo, such as a product image or a contact's picture, directly on the record itself. Current limits File size: Each image uploaded to an Image Upload field is limited to 1 MB. ...
Data Backup Zoho CRM
With a paid Zoho CRM subscription, you're entitled to two free data backups (also called data downloads) per month. Additional backups beyond that are charged per request. Note: The cost for additional backups has changed over time and is currently ...
How do I automatically convert a Lead in Zoho CRM?
Zoho CRM does not have a single built-in toggle that automatically converts a Lead the moment it reaches a certain stage. Converting a Lead normally means opening it and clicking Convert. To make this happen automatically, you combine a Workflow Rule ...
Changing Default Field Names in Zoho CRM
Renaming default (system-defined) field labels in Zoho CRM has genuinely changed. What used to require a workaround through the Translations feature can now, in most cases, be done directly. The Current, Direct Method Zoho has rolled out support for ...
Microsoft Teams Integration with Zoho CRM
Zoho CRM integrates with Microsoft Teams, joining Cliq, Slack, and Google Chat in Zoho's lineup of CRM chat integrations, letting sales teams collaborate and stay informed without leaving Teams. What the Integration Lets You Do Share CRM records in ...
Blueprint Zoho CRM Mobile App
Blueprints you've configured in Zoho CRM can be executed directly from the mobile app, so a sales rep out on a field visit can progress a Deal through its process without needing to be at a desktop. How it works If a Blueprint transition requires ...
Zoho CRM: Automate using Custom Functions - An Introduction
Zoho CRM's built-in tools, such as Workflow Rules, cover a lot of ground: sending emails, updating fields, creating tasks. But sometimes a process needs logic those visual tools simply can't express, such as calculating a value across related ...
What languages are supported in Zoho CRM?
Zoho CRM's language support has developed beyond a single flat list of supported languages. It now distinguishes between languages that are fully translated and languages where only part of the interface is translated. Fully supported languages For ...
Zoho CRM Microsoft Exchange
The Microsoft Exchange extension for Zoho CRM lets you synchronise contacts, tasks, emails, and calendar events between Microsoft Exchange Server and Zoho CRM, developed directly by Zoho rather than a third party. What it does The extension provides ...
How can I delete my Zoho CRM account?
13th November 2023 The process to delete a Zoho CRM Account would be as follows: 1 - Export all required data 2 - Downgrade to Free edition - you can retain it as a Free for 18 months which gives you access to your data. If your data is impacted by ...
Zoho CRM Managing Module Views
Module views control how records are displayed within a module, letting each user choose the view that best suits the task at hand, whether that's a quick scan, a detailed comparison, or a filtered working list. The available view types List view. A ...
Zoho CRM Telephony Integration
Zoho CRM connects to phone systems through Zoho PhoneBridge, a single integration layer that lets you make and receive calls, see caller details as a screen pop, and log call activity directly against a Lead or Contact record. Zoho's own telephony ...
Zoho CRM Last Activity
Last Activity Time in Zoho CRM tracks when a record was most recently touched, capturing a broader set of interactions than simply when a record's fields were edited. It's genuinely useful for understanding how engaged a record actually is, though ...
Zoho CRM Exchange Rates
Exchange rates in Zoho CRM's Multi-Currency feature can now be updated automatically, a significant change from the original manual-only process. How This Used to Work Multi-Currency lets you record amounts in a customer's local currency while Zoho ...
Zoho CRM Email Integration - Two Factor Authentication (TFA)
If you're trying to integrate an email account with Zoho CRM and that account has two-factor authentication (2FA) turned on, whether you need an app-specific password depends on which email provider you're connecting. Gmail and Microsoft 365 / ...
Email Association With Deal
If a Contact has multiple Deals associated with them, all of that Contact's emails normally appear together, making it hard to find the ones relevant to a specific Deal. Zoho CRM lets you associate emails with individual Deals instead, so ...
Zoho CRM Webhooks
A webhook is an automated HTTP request that Zoho CRM sends to an external URL whenever a defined event occurs, such as a Deal being created or a field being updated. Rather than another system having to repeatedly check Zoho CRM for changes, Zoho CRM ...
Cloning a Blueprint
If two business processes are similar, cloning an existing Blueprint saves you rebuilding the stages, transitions, and details from scratch for the new one. How to clone a Blueprint Open Blueprint. Go to Setup, then Process Management, then ...
Zoho CRM Email Parser
Email Parser is a data extraction tool in Zoho CRM that automates adding or updating records based on incoming emails. Rather than someone manually reading an email and typing its details into a Lead or other record, Email Parser reads the email for ...
Zoho CRM Map Dependency Fields
Some fields in Zoho CRM only make sense in relation to another field. Map Dependency lets you define this kind of parent-child relationship, so the options shown in one field change automatically based on what's selected in another. What this looks ...
Zoho Sales inbox
Zoho SalesInbox is an email client built specifically for salespeople, designed to combine your inbox with your CRM data so the emails that actually matter don't get lost among newsletters, internal chatter, and everything else that lands in a normal ...
How many custom fields in Zoho CRM?
How many custom fields you can add in Zoho CRM depends on your edition, the type of field, and sometimes the age of your specific account. Fields per module by edition Edition Fields per module Free No custom fields Standard 10 Professional 155 ...
In what order does automation run in Zoho CRM
When several automation tools are configured on the same module in Zoho CRM, it helps to know the order they run in, since this affects which rule actually gets the final say on a record. The execution order With every type of automation configured, ...
Zoho CRM Approving Records
When records enter Zoho CRM through Import or Web Forms, you can require them to be manually approved before they're treated as live records, giving you a chance to check data quality before it reaches your main pipeline. How to approve records Open ...
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