In Zoho CRM, it is possible to view your calendar, your team's calendar, the calendar of all users in a Territory, or all users calendar. To do this, open the calendar via the top right menu with the calendar icon, view Week, and select the view from "My events" to "all users" (or any desired calendar selection from the menu.
CRM Campaigns can be integrated with other Zoho products, such as Campaigns (email marketing), and Backstage (event management) - however, it is also possible to create your own custom campaign in CRM - for example a Open House event. You might want ...
Tracking "referred by" on your leads 6 0 Comments The best advertisement is word of mouth - your customers referring you to new potentials. Standard Zoho CRM does not provide a link between leads and the contacts that referred them. It is, however, ...
Users are added and deactivated from the Zoho One Admin panel - to enter the admin panel, the Zoho Administrator can go to https://one.zoho.com/ and select Admin Panel. Once selected, the Admin Panel opens. From this panel, select the Users icon to ...
If you are using Zoho SalesIQ, Zoho CRM, and Zoho Campaigns, you can build scoring rules for visitors to your website. Watch the below video to see how this would work in practice
Over the course of using a CRM system, duplicates tend to get created by accident. Sometimes it is due to users entering records twice, sometimes it is due to clients entering forms more than once. Zoho CRM comes with a Deduplication method built in. ...