Zoho CRM
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 ...
How to Create and Customise Modules in Zoho CRM
Modules in Zoho CRM are the tabs you see in the sidebar, such as Leads, Contacts, Deals, and Tasks, and they are used to categorise and track different aspects of your business, from sales and marketing to customer support. Organisation modules come ...
Zoho CRM Functions Overhaul: New Interface, Python Support, and Rich Analytics
Zoho has released a significant overhaul of Functions in Zoho CRM, bringing a redesigned interface that makes it easier to build, organise, monitor, and troubleshoot functions throughout their lifecycle. Alongside this redesign, Zoho has introduced a ...
Connecting Zoho CRM to Google Gemini Using MCP: A Practical Guide
Modern AI assistants are excellent at drafting text and reasoning through problems, but they typically cannot tell you which deals in your pipeline are at risk or help you reply to a support ticket, simply because they have no access to the business ...
New Zoho CRM Skill (SKILL.md) and Updated OAS Repository for AI Coding Tools
Zoho has released a new developer resource for teams building on Zoho CRM: a dedicated zoho-crm skill file, alongside an updated OpenAPI Specification (OAS) repository. Together, these are designed to make it easier for AI coding assistants such as ...
Zoho CRM Plus Starter Edition: What's Included and How the Upgrade Path Works
Zoho has launched CRM Plus Starter Edition, a new entry-level tier of its customer experience (CX) platform aimed at small and growing businesses. It gives smaller organisations an affordable way to get started with the wider Zoho CX ecosystem, ...
Trigger Zoho CRM Workflow Rules from Subform Row Actions
Zoho CRM workflow rules have historically only been configurable at the module level, meaning any automation tied to subform line items had to be tracked and actioned manually. A recent update changes this: workflow rules can now be triggered ...
Zoho CRM Sandbox: Creating and Testing Mail Merge Templates
Zoho CRM now supports Mail Merge template creation and testing directly within the Sandbox environment. This gives you a safe space to design, refine, and validate document generation workflows before any changes are reflected in your live ...
Zoho CRM Approval Process: Instant Cliq Notifications for Approvals and Rejections
Zoho CRM's approval process now supports Cliq notifications as a built-in action, available on both approval and rejection steps. When a decision is made on a record, the relevant people are notified instantly via Cliq rather than waiting for an ...
Zoho CRM Kiosk Studio: Navigating Back Through Screens While Preserving Progress
Kiosk Studio guides users through structured, multi-screen workflows in Zoho CRM. Previously, navigation within a Kiosk was strictly one-directional: once a user moved forward past a screen, there was no way to return without cancelling the entire ...
CRM for Everyone – Zoho CRM on Android and iOS
CRM for Everyone is Zoho's approach to making CRM accessible to every member of your organisation, not just dedicated sales staff. Available on both Android and iOS, this capability ensures that team members across departments — whether in ...
Zoho CRM Analytics Mobile App
The Zoho CRM Analytics mobile app brings your business dashboards and data insights directly to your smartphone. Rather than waiting until you are back at your desk to check key metrics, the Analytics app puts your most important performance data in ...
Zoho CRM for Android – Mobile App Guide
The Zoho CRM app for Android brings your complete CRM environment to your smartphone, enabling sales teams to manage customer relationships, update records, and collaborate with colleagues from anywhere. The Android app is built around the same ...
Zoho CRM for iOS – Apple iPhone and iPad Guide
The Zoho CRM app for iOS brings the full power of your CRM to your iPhone and iPad. Designed for sales professionals who need to manage relationships and deals whilst on the move, the iOS app covers the breadth of Zoho CRM's functionality in a ...
Installing the Zoho CRM Mobile App
The Zoho CRM mobile app allows you to access your CRM data and continue working from wherever you are. Whether you are visiting a client, attending a conference, or working remotely, the app keeps your contacts, deals, activities, and records within ...
Duplication Management in Zoho CRM
Maintaining a clean, duplicate-free database is one of the most important aspects of effective CRM management. When records are created through multiple channels — such as imports, web forms, manual entry, and API integrations — it is easy for ...
Timeline in Zoho CRM
The Timeline feature in Zoho CRM provides a chronological view of everything that has happened to a particular record throughout its lifecycle. Rather than piecing together information from multiple tabs or activity logs, the Timeline brings the ...
Record Management in Zoho CRM
Record management in Zoho CRM encompasses the range of tools and operations available for working with your data across modules. From finding a specific contact to approving newly imported leads, these capabilities help you maintain an organised, ...
Managing Storage Space in Zoho CRM
Zoho CRM organises your account's storage into distinct categories to give you a clearer picture of how your data is being used. Understanding the different types of storage and how they are managed helps you plan capacity and avoid unexpected limits ...
Using the Recycle Bin in Zoho CRM
The Recycle Bin in Zoho CRM acts as a safety net for accidentally deleted data. Rather than removing records and files immediately, Zoho CRM moves them to the Recycle Bin, giving you the opportunity to review and recover them before they are ...
Attachments and Notes in Zoho CRM
Zoho CRM provides flexible options for attaching documents and adding notes directly to your records. Whether you need to associate a sales quote, a signed agreement, or a quick reminder with a contact or deal, the attachments and notes functionality ...
Document Management in Zoho CRM
Document Management in Zoho CRM provides a centralised way to store, organise, and access the files your team uses across the sales and customer relationship lifecycle. From proposals and contracts to product datasheets and onboarding guides, ...
Using Feeds in Zoho CRM
Feeds in Zoho CRM is a collaboration tool that provides a real-time activity stream of updates on the records you care about. Similar in concept to a social media news feed, it surfaces changes, notes, and messages related to leads, contacts, ...
Using Macros in Zoho CRM
Macros in Zoho CRM allow you to define a set of actions — such as sending an email, updating a field, or creating a task — and apply them to one or more records in a single step. Instead of manually performing the same sequence of actions on each ...
Remote Team Collaboration in Zoho CRM
Zoho CRM is built to support teams wherever they work. Whether your sales staff operate from a central office, a co-working space, their homes, or are constantly on the move between client sites, Zoho CRM provides the tools and flexibility to keep ...
Invoices in Zoho CRM
Invoices in Zoho CRM are financial documents issued to customers at the final stage of a sale, requesting payment for goods or services that have been delivered. They provide an itemised record of what was supplied, the agreed price, any applicable ...
Purchase Orders in Zoho CRM
A Purchase Order in Zoho CRM is a legally binding document used to authorise the procurement of products or services from a vendor. It records what your organisation has agreed to buy, at what price, and in what quantity, providing both your team and ...
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