Delta Data Services LLC
The Contacts tab is very similar to the other tabs in functionality. The Contact tab mainly houses the contact information for the Accounts. Consider the Accounts as the entities and the Contacts as the people or staff.
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.
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.
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.
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.
Zoho CRM Video Tip: Set Up Email Templates (Part 3)
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 ...

DDS Presidents Day Promotion on Services and Books to March 16th
Zoho Tip: Migrating to Zoho CRM from Another CRM
Zoho CRM Video Tip: Working With Email Templates (Part 2)
Zoho CRM Video Tip: Set Up Email Template (Part 1)
Zoho CRM Video Tip - What is a Deal, anyway?
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 ...