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In this video, you will learn about workflow rules and how to create them and set the conditions for the trigger. Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met.
Zoho CRM reports are a detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules,
The module named Potentials has started to roll out, for new customers, this being named Deals by Zoho. It has also been called or renamed (by users, not Zoho) Opportunities. Regardless of the naming convention used, the functionality is the same.
The fastest way to create an Activity is from the Quick Links in any tab. It is always best to make related records from within the related record, as this will populate the related record with the related record information for you.
Users usually don’t want to scroll through a list of irrelevant information just to get to what they’re looking for. And they certainly would like to see the information they need is displayed in a way that suits their business needs.
This section of Zoho CRM Tip focuses on converting a lead to Potential and will take you through all the steps to do the conversion.
The Leads tab of the CRM is the main tab with all the leads listed in it. This tab can be customized per the requirement. The arrangement of the leads can be done through the default views already present there as well as the View can be edited or created.
CRM Chrome plugin for Gmail & Inbox is a free chrome extension that does what its name says, Zoho CRM integration with your Gmail in Chrome browser. In this blog, we will go over the procedure of installing the Zoho CRM Chrome plugin for Gmail.
This is part 2 of the Introduction to CRM Home Tab. In this part, we will cover how to edit the Home Tab.
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.

Sometimes you have a form with labels that need to be very long or you want more sophisticated formatting for the form than you can achieve in CRM, then you should consider a Zoho Forms to CRM lookup. Please note, to be able to look up a record CRM from Forms, then the form needs to be used for inte...

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