Delta Data Services LLC
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.
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.
Zoho CRM Video Tip: Set Up Email Template (Part 1)
Zoho CRM Video Tip - What is a Deal, anyway?
Zoho CRM Video Tip - Lead Conversion Mapping in Zoho CRM

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...

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!

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!

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