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.
Zoho Tip: Migrating to Zoho CRM from Another CRM
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 Video Tip - Lead Conversion Mapping in Zoho CRM
Zoho CRM Admin Tip Profiles and Roles assign what users can "see" and "do".

The highlights of a project team are centered around a collaborative space and clear communication. Setting up email in Zoho CRM is a great way for a company to collaborate and promote team work. It is a practical tool for people to effectively work together, support projects and clearly communicate...

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

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...

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

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 ...

Zoho CRM Tip: Working With Email Templates (Part 2)

Email templates are useful for ease of emailing individual Leads and/or Contacts as well as for emailing multiple Leads or Contacts in a batch. The purpose of the email template is so that you don't have to re-compose the email multiple times or cut and paste the message multiple times. With an emai...

A workflow is a way to automate actions in CRM. This means that instead of making actions happen manually, they are done by the CRM machine automatically. The workflow has three parts: 

  • The trigger
  • The criteria
  • The actions 
For the trigger to occur, something must happen as follows:
  • A...

Telephony is where you can setup calling directly from inside your CRM. To include telephony in your CRM, you must have a phone service provider and paid account with them. 

Some of the phone service providers are RingCentral, Twilio, Vonage and AT&T among 41 Telephony options available in Z...