Zoho CRM
Zoho CRM - New Enhanced Timeline
December 2023 All Editions of Zoho CRM Release Plan: Being rolled out to customers in a phased manner from the middle of January 2024 The Zoho CRM Timeline has always been a key tool in understanding and analysing the history of a record. From ...
Introducing Data Model for Zoho CRM
Data Model gives you a visual representation of how the different entities in your Zoho CRM are connected, so you can understand your account's overall structure without piecing it together module by module. What counts as an entity Entities cover ...
Redesigned setup page in Zoho CRM
Zoho CRM's Setup page has been redesigned to make configuration options easier to find, organising them into clearer groups rather than one long list. How to find what you need Settings are grouped under clear categories, such as Customization, ...
New Field Created in Zoho CRM Doesn't Appear in Zoho Analytics
If you've created a new field in Zoho CRM and it isn't appearing in Zoho Analytics after a sync, this is usually because the field hasn't been explicitly included in the sync configuration, rather than a genuine fault. The Fix: Add the Field to Your ...
Zoho CRM Email - Send Emails from Account Level
Historically, Zoho CRM only let you send emails from a Contact-based record, such as a Lead or Contact. If you needed to email someone while working at Account level, you had no direct way to do it without switching to the linked Contact record ...
Zoho CRM Email Credibility
If you're using Zoho CRM to send emails, whether that's individual emails, workflow-triggered emails, or mass emails, it's worth understanding what your email credibility is, since it directly affects whether your messages reach the inbox or get ...
Zoho CRM and Microsoft 365 (Office 365) Calendar Synchronisation
Zoho CRM integrates with Microsoft 365 (formerly Office 365) to synchronise contacts, tasks, calendar events, and chat conversations between the two platforms, so your team isn't manually duplicating data or switching apps constantly. What it covers ...
Zoho CRM Wizards
Zoho CRM Wizards guide users through record creation as a series of manageable screens, rather than one long form, and this feature has moved well beyond its original beta release. What a Wizard does Splits record creation into multiple steps, each ...
Zoho CRM - Wizards
A long form can be daunting to complete correctly, especially when only some fields are relevant depending on earlier answers. Zoho CRM Wizards break a complex record creation process into a series of manageable screens, guiding the user through the ...
Zoho CRM Zia Prediction Builder
Zia's Prediction Builder, originally released in beta, is now a fully available feature that lets CRM administrators build custom predictions tailored to their own business. What you can predict Prediction Builder forecasts values for a business ...
Zoho CRM - Zia Prediction Builder
Zia's Prediction Builder lets CRM administrators build custom predictions tailored to their own business, rather than relying only on Zia's built-in scoring. What you can predict Prediction Builder can forecast values for a business metric based on a ...
Zoho CRM Zia Vision
Zia Vision, originally launched in beta as a single image classification feature, has grown into a small suite of tools covering validation, deduplication, and text extraction. Image validation Zia can automatically check whether images added to your ...
Zoho CRM - Zia Vision
Zia Vision is Zoho CRM's image recognition capability, and it has grown well beyond simple image classification into a small suite of tools covering validation, deduplication, and text extraction. Image validation Zia can automatically check whether ...
Zoho CRM Multiple Sales Pipeline Information
Multiple Sales Pipelines, originally released in beta, is now a fully available feature letting you set unique stages for each distinct sales process your business runs, rather than forcing everything through one shared pipeline. Pipelines versus ...
Zoho CRM - Multiple Sales Pipeline
If your business sells different products, serves different markets, or runs more than one distinct sales process, a single pipeline forces you to combine all of that into one set of stages. Multiple Sales Pipelines let you set unique stages for each ...
Job Sheets in the Services and Appointments Module
A Job Sheet is a customisable form within the Services and Appointments modules that your team fills in to record what was actually done during a service visit, before marking the appointment as completed. Why it's useful Job Sheets guide technicians ...
Zoho CRM Workflow Suggestion by Zia
Workflow Suggestions by Zia, originally released in beta, is now a fully available feature that spots repetitive manual activity in your CRM and proactively suggests a Workflow Rule to automate it. How it works Zia analyses recurring actions ...
Workflow Suggestions by Zia in Zoho CRM
Workflow Suggestions is a Zia feature that spots repetitive manual activity in your CRM and proactively suggests a Workflow Rule to automate it, so you don't need to actively hunt for automation opportunities yourself. How it works Zia analyses ...
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 ...
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