Jul 1, 2019
Zoho CRM – Subform Conversion Mapping Subforms continue to evolve to offer more options and is quickly becoming a viable tool within the CRM. Earlier this year the capability to run reports from Subforms was added and now you can create a Subform and during...
Jun 21, 2019
Ready-to-Install Online Meeting Apps for Zoho CRM Recently the ability to tie in Zoho Meeting when creating an Event in Zoho CRM became an option, when creating your Event you can choose “Make this an online meeting” and it will create the Event in...
May 23, 2019
Updates have been made for recurring tasks and reminders: Recurring tasks can be set using Due Date Custom repeat types can be configured Editing the repeat type after task is created Stop recurring tasks Enhancements in Reminders Notify Owner For a full...
Jan 31, 2019
Create break hours in between shifts : When a prospective customer tries to make a booking during break hours, they will be instantly notified about the user’s unavailability. The user can choose to have the same or different break hours depending on what day of...
May 14, 2018
What is a CRM and how it can benefit your...
Nov 6, 2017
CRM – A must have sales and marketing tool! A CRM is a Customer Relationship Management system used to keep track of your leads, customers, accounts and vendors. It is a great way for your sales team to keep a record of all communication, schedule tasks, meeting...
