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.
This is part 2 of the Contacts Tab blog. In part 1 of the Contact Tab, we walked you through the basics of the Contact tab, Contact profile, and how to edit the Contact. Here we will elaborate Multiple Contacts in Single Account, how to select the Account for the Contact and
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.
In Zoho CRM, you can add new fields as per your needs. These fields will be available to all the users added to your organization's CRM account and they can make changes to it as per the access given to them.
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.