Delta Data Services LLC
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.
Explanation of how Zoho Sign is secured for sending private documents.

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 ...

Zoho Tip: Migrating to Zoho CRM from Another CRM
Announcing our latest Book, Ebi's Visual Guide: Zoho CRM Admin Guide
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".
Corporate announcement on DDS Pricing Rate!

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...

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 CRM Tip: Renaming Modules

You can watch our series of Zoho CRM tip videos on our YouTube Chanel.  This video covers a method where you learn how and why to hide and rearrange modules. Check it down below and don't forget to subscribe!

On 4th October in Irvine we had a great opportunity to put on a Zoho Community Meetup event sponsored by our company,  Delta Data Services and Zoho Zoho offers Community Meetups throughout the world and they are an opportunity for the people in the local area to meet Zoho ...