Does your sales team have a goal to close more deals? If yes, then you are at the right place! Here you can get one of the best ways to achieve the right set of tools. The Best CRM Software and a robust e-signature solution are the two most crucial components to running a business. …
How To Find The Right E-Signature Solution For Your CRM? Read More »
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 »
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 …
In this tutorial, we’ll learn, how we can create custom views in Zoho CRM on the basis of specific criteria. In this module, we’ll be working on is, Leads to show you the process. You can use same process on any module of your choice too. In the Leads module, from top left corner, click …
Zoho CRM Integration with CF7 – Pro Plugin This Plugin supports Zoho CRM Integration and is used to integrate Contact Form 7 on WordPress website with Zoho CRM. It supports in-built modules, custom modules, custom fields and File upload fields as well. You can implement synchronization of unlimited forms with one single license. The plugin …
