Blogs

Scanning Business Cards

The exchange of Business cards is an honored tradition for obtaining contact information from the person you just met. Yet re-typing the contents into your CRM can be tedious and error-prone. Zoho can help you with that. They have two apps for the phone that allow you...

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Importing into Zoho CRM

Do you have a list in Excel that you would like to import into Zoho CRM? If your administrator has not restricted your ability to import, the process is fairly easy to accomplish, but understanding the options can make everything go smoother. First you may need to...

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Zoho CRM: Getting Started

No matter how easy a software might be, anything new is hard. Sometimes you just need a frame of reference to get you started. So I recorded a video to help you get up and running a bit faster. This video is using the latest version of Zoho CRM...

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Zoho CRM List View Update

This week Zoho CRM made a tweak to their List views. List Views are controlled by the drop-down button at the upper left of each view. It used to start with All [module name] followed by the other default views. Then any view that you created was listed at the bottom...

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Zoholics Bound

I love going to Zoho's conferences (aka Zoholics), held 4 times/year on various products. I look forward to catching up with the Zoho Product Managers that I met while in India. I know that they will announce new features (I frequently participate in the beta for some...

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What’s New in Zoho CRM Calendar?

Your Zoho CRM Calendar has been updated! It is one of the great features of using an online solution... new features are automatically added to everyone, without any scheduling to install on all company PCs. Here is what you will see: When you create an Event... The...

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CRM Alternative

I know that moving from your current CRM is not an insignificant decision. I hosted a webinar (see the replay below) for my friends and clients to give them my vision for the future of CRM, as well as an alternative option to CRM software for their businesses. It's...

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Hiding details

OK, a quick tip this week. Ever notice the ... icon that looks like this?   Whenever you are looking at any record in Zoho CRM, right under the Business Card view at the top of the screen, you should see this Hide Details button. You can click this button to...

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How to Integrate GMail with Zoho

Want to integrate GMail with Zoho and make GMail your default email program? To configure GMail with Zoho: https://www.zoho.com/crm/help/zoho-mail/configure-gmail-account.html Be sure to do steps 2 and 3 on that page. To make Gmail the default email package when you...

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Are you searching Zoho the right way?

The Global Search option in Zoho CRM is nice if you are not exactly sure where something is stored in your database. Most commonly, Zoho CRM users will use the Global Search option, because it is so predominantly displayed at the top right of the screen. This option...

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