How to Tutorial, to help you learn Zoho tricks and tips.
Nowadays, a competitive business landscape, streamlined workflows, and efficient communication are key to maintaining a competitive edge. With the advent of technology, integrating robust software solutions has become essential for businesses to optimize their operations. One such powerful integration that has gained significant traction is the seamless amalgamation of Zoho Creator with ZeptoMail. This dynamic …
In this tutorial, you’ll learn how to send email notification on the submission of the Zoho Form. Zoho Form Submission Step 1 After building the form, click on Settings from top bar. Step 2 From the left sidebar scroll down to the Notifications and expand it. Click on Email Notifications. Step 3 From the New Record tab, click …
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Navigational URLs – URL stands for Uniform Resource Locator is the address of a specific webpage or file on the Internet or URL is used to specify addresses on the World Wide Web. Navigational URLs are used to navigate or do certain actions in Zoho Creator. The URL can be opened in the same window, …
Hello Guys! In this tutorial, we’ll learn, how we can convert Leads to Deals and Contacts in Zoho CRM. In the Leads Module, Open any Lead you want to convert Then click on “Convert” on top right corner. Lead will be be selected to be converted as Contact by default and to convert it to …
How to Convert Leads to Deals and Contacts in Zoho CRM? Read More »
In this tutorial, we’ll learn, How We Can Add Notes & Attachments to Leads, Deals & Contacts in Zoho CRM? For Example: We want to add Notes and Attachments in a Lead. In Leads Module, Open any Lead in which you want to add notes and attachments. From the Top Left corner, click on Notes …
How to Add Notes & Attachments to Leads, Deals & Contacts in Zoho CRM? Read More »
Many users asked this many times, “How can I create custom forms and reports using widgets”. Depending on how the question is perceived, the answer is, “You can make your customized bar chart or pie chart based on the data with easy-to-use software tools. However, you can show arbitrary HTML in a widget that embeds …
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In this tutorial, we’ll learn, how we can renew subscription of our Zoho account. Basically, you’ll have to go to your Zoho Account Then go to Manage Subscription At this page, you’ll see your renewal date, and a “Renew Now” button, click on this button. It will show you the further billing details and amount …
Wondering how to import leads in Zoho CRM? This blog will show you how we can import leads in Zoho CRM. The Leads in your file can be easily imported into your CRM account. Just follow these steps to import leads: Go to the Leads Module. In this module, From the Dropdown menu under Create …
This tutorial will show how we can filter leads or contacts based on specific criteria in Zoho CRM. Criteria can be different, but the process will be the same. You can apply filters on any module, no matter it’s Leads or Contacts or any other module.Example: Let’s suppose we want to find Leads which has …
In this tutorial, we’ll see , how we can add or remove columns in a view. Here is the view Leads Module, all the leads are listed out here. To add or remove Leads, click on icons in top right corner marked below. Click Manage Columns From the Manage Columns dialogue box, you can add …
