Delta Data Services LLC
Delta Data Service proudly announces its upcoming free webinar exclusively focusing on the use of Zoho CRM for Sales Pipeline. It will be held on 15 September 2021 from 12:00 PM to 1:00 PM.
The Home Tab of CRM indicates progress of all your activities taking place in Zoho CRM. The Home Tab consists of various modules such as Tasks, Potentials, Leads, Dashboards etc.
Instructions for how to import Leads in Zoho CRM. Considerations for including the Campaign with the Leads.
Zoho CRM Admin Tip: Map Dependency Fields. How to make a pick list return only the fields related to a given answer on another pick list in Zoho CRM.

Is your CRM data getting larger and larger and more difficult to maneuver? Do you have a hard time keeping track of who is new in your CRM or who you contacted most recently? Do you need to filter out certain records from other records so you can see what you need to see more clearly? Do you revert ...

Announcing our latest Book, Ebi's Visual Guide: Zoho CRM Admin Guide
The perfect evolution of a business using Zoho Forms.
In this blog, we illustrate how one of our customer achieve it's expectations of gaining profitability and growth using our amazing Zoho App.
Ever had issues with the calendar time zone in your CRM? Ever wondered where to incorporate your company logo in your corporate CRM? These are all set in the Personal Settings and Company Details part of the Setup in Zoho CRM.
Zoho CRM Admin Tip Profiles and Roles assign what users can "see" and "do".

Do you have the need at your organization to show certain fields based on if it is one type of customer and other fields if it is another type of customer? Or maybe its not customers but a certain state of the sales process or a certain good or service you sell where you want only certain fields to ...

Zoho CRM Admin Tip: Tasks and Workflows (Part 2)
Zoho CRM Admin Tip: Tasks and Workflows

Join Delta Data Services at the Zoho Community Meetup in Irvine. Its a great opportunity to meet the Zoho staff, get your questions answered and meet other Zoho users and fans as well. We hope to see you in Irvine!

Where: Back Bay Conference Center, 3415 Michelson Drive, Irvine, California, 9261...

The power of the Deal (otherwise known as Potential or Opportunity) module is in the Stage field. This field is presented as a bar across the top of a Deal profile and you can change the stage of the deal by easily clicking the rectangular buttons on the stage your Deal is in. Here is a screenshot o...

In the video below we present a Zoho CRM YouTube video tip about Renaming Modules. You can 'rename' modules in Zoho CRM so that they better match the way you communicate at your organization. This video shows how to rename modules. Check it down below and don't forget to subscribe!

At Delta Data Services, we are happy to announce the publication of our highly effective and functional book, titled 'Ebi's Visual Guide: Zoho CRM User Guide' published in November 2018.


This book gives you a general overview of a basic Zoho CRM setup. When you complete the book, you will have a good...

Zoho Admin Tip: Field Updates in Workflows in Zoho CRM
Zoho CRM Tip: Renaming Modules

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