Zoho CRM
Data Enrichment
The quality of your CRM data is of the utmost importance for your business, because when it comes to selling, it all starts here. When the data is incomplete or incorrect, sales reps lack the ability to understand your prospects or their needs ...
Zia Reminders
Best time to Contact suggestions by Zia helps you in successfully reaching out to your customers. Going a step further, Zia intelligently even sets up reminders for your records based on these Best time to Contact suggestions. Instead of setting up ...
Zia Reminders
Best time to Contact suggestions by Zia helps you in successfully reaching out to your customers. Going a step further, Zia intelligently even sets up reminders for your records based on these Best time to Contact suggestions. Instead of setting up ...
Best Time to Contact Customers
We often hear telecallers asking, "Is this the right time to talk?". Though most of the times our response is not affirmative, have you wondered why is it important for them to know whether it is the right time to contact? Because, ...
Autoresponder Scenario
Here is a popular scenario, just one of the many ways in which you can use autoresponders. The Challenge A user has shown interest in your product and has subscribed for a 30-day free trial of your product. Your challenge here is to engage the ...
Managing Autoresponders
Autoresponders are the solution to send automated replies and follow-up emails to the prospects and customers. Once you receive a response from the lead or contact, you have to manually exclude the contacts from the mailing list. See ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Setting up an Unsubscribe Form
This feature helps you to generate the HTML code for the Unsubscribe Form. You can use the Form to provide an Unsubscribe option for the email recipients. The process to set up the form consists of three parts. Availability Permission Required Users ...
Auto Response Rule for Web Forms
When a business invites enquiries from prospects via their website, the details of these prospects are recorded and tracked within the CRM. The next step is to follow up with these prospects in hopes of closing a sale. While it is indeed important to ...
Setting up Web Forms
Creating a web form involves three steps Building the form - Drag and drop fields to build a form and format it easily with the WYSIWYG editor. Specifying the form details - Add details such as form name, landing page URL (where the visitor needs ...
Web Forms - An Introduction
Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Non-technical users find it easy to design and publish ...
Working with Campaigns
Campaign management allows you to plan, and keep track of the campaigns in your Zoho CRM account. This includes planning the campaign, preparing your mailing list etc. In Zoho CRM, campaign management helps you to plan, execute and monitor campaigns ...
Creating Campaigns
The Campaigns module in Zoho CRM helps you plan and monitor marketing campaigns in your business. Any promotional campaign, be it online or offline - such as Google Ads, Tradeshows, PR events, TV Commercials, Referral program - requires to be ...
Standard Fields in Campaigns
Following are the list of Zoho defined standard fields available in the Campaigns module: Field Name Description Data type Maximum Limit Campaign Owner Select the name of the user to whom the campaign is assigned. Pick list - Campaign Name* Specify ...
Marketing Automation - An Overview
As part of the marketing automation, Zoho CRM provides Campaign management, Email marketing, and Web Forms (to generate leads, contacts, and cases) which are useful for integrating your organization's sales and marketing activities. With the Zoho CRM ...
Calendar Booking
Calendar booking comes in handy for the customer to book a meeting almost instantly. It allows customers to see when the support agents are available and enables them to schedule an event or call independently. For example, Travis has just purchased ...
Embed Calendar Booking
Embed options for Wordpress To embed in Wordpress Login to Zoho CRM with administrative privileges. Go to the Calendar. Click Options and choose Calendar booking from the drop-down list. In the Manage Calendar Booking page, click More > Embed against ...
Using Calendar Synchronization via CalDAV
Create and View Synchronization of Events Once you have enabled CalDAV Access in Zoho CRM and configured the CalDAV account in your iOS device, the events you create in the Zoho CRM Calendar will synchronize with the iOS Calendar and vice versa. ...
Setting Up Calendar Synchronization via CalDAV
Gone are the days when you had to log in to Zoho CRM every time you wanted to check your work schedule for the day. You can now receive alerts about the next staff meeting on your iPhone or even your Apple Watch, without having to log into Zoho CRM! ...
Managing Calendar in Zoho CRM
Planning and scheduling is important when it comes to business events. A well conceived plan goes a long way in bringing positive results whereas, properly scheduled events can complement your planning.Businesses attend events for various reasons and ...
Using Calendar in Zoho CRM
Knowing your calendar and the various components in it is helpful in planning all your events and scheduled calls efficiently. Following are some of the components in the Zoho CRM calendar that will help you understand the calendar better and make ...
Using Gamescope
Create a Game Games are created once the trophies have been configured. To create a new game Click the Gamescope icon. [] In the Gamescope page, click New Game. In the Create Game page do the following: Choose Game Type - Choose ...
Configuring Gamescope Settings
Gamescope runs on trophies and badges. It is important to configure the right trophies and badges before you start a game. Availability Permission Required Users with Module Customization permission in their profile can access this feature. Check ...
Gamescope - An Overview
Gone are the times when you have to wait for the weekend to have some fun! Zoho CRM's inbuilt gamescope feature is guaranteed to make your work day a lot more interesting and memorable than usual. Gamescope in Zoho CRM is designed with the sole aim ...
Running and Deleting Macros
Running a Macro To run a macro Click the [Module] tab for which you want to create a macro. Select the ListView from the drop-down list. Select the checkboxes of the records for which you want to perform a set of actions defined in the macro. ...
Use macros auto-suggested by Zoho CRM
Zoho CRM takes the usage of macros a notch higher by intelligently auto-suggesting macros that you could create based on your CRM activities. If you have been repeatedly performing the same set of actions over a period time on a bunch of records, ...
Using and Creating Macros
Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of actions that you ...
Latest Feature Updates and Enhancements
These changes have been recently rolled-out to Zoho CRM. Introducing edition based Data Storage limits and UI changes in Storage Space The storage space is categorized into Data Storage and File Storage and each has its limits. Data Storage includes ...
Using Gamescope
Create a Game Games are created once the trophies have been configured. To create a new game Click the Gamescope icon. [] In the Gamescope page, click New Game. In the Create Game page do the following: Choose Game Type - Choose ...
Configuring Gamescope Settings
Gamescope runs on trophies and badges. It is important to configure the right trophies and badges before you start a game. Availability Permission Required Users with Module Customization permission in their profile can access this feature. Check ...
Gamescope - An Overview
Gone are the times when you have to wait for the weekend to have some fun! Zoho CRM's inbuilt gamescope feature is guaranteed to make your work day a lot more interesting and memorable than usual. Gamescope in Zoho CRM is designed with the sole aim ...
Running and Deleting Macros
Running a Macro To run a macro Click the [Module] tab for which you want to create a macro. Select the ListView from the drop-down list. Select the checkboxes of the records for which you want to perform a set of actions defined in the macro. ...
Use macros auto-suggested by Zoho CRM
Zoho CRM takes the usage of macros a notch higher by intelligently auto-suggesting macros that you could create based on your CRM activities. If you have been repeatedly performing the same set of actions over a period time on a bunch of records, ...
Using and Creating Macros
Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of actions that you ...
Collaborating Using Zoho CRM Feeds
Collaboration is an important aspect in business. When you need to finalize a deal or negotiate on the discount price or organize an event, you collaborate with your team to achieve the goal. For this purpose, tools that help you communicate clearly ...
Marketing Automation - An Overview
As part of the marketing automation, Zoho CRM provides Campaign management, Email marketing, and Web Forms (to generate leads, contacts, and cases) which are useful for integrating your organization's sales and marketing activities. With the Zoho CRM ...
Calendar Booking
Calendar booking comes in handy for the customer to book a meeting almost instantly. It allows customers to see when the support agents are available and enables them to schedule an event or call independently. For example, Travis has just purchased ...
Embed Calendar Booking
Embed options for Wordpress To embed in Wordpress Login to Zoho CRM with administrative privileges. Go to the Calendar. Click Options and choose Calendar booking from the drop-down list. In the Manage Calendar Booking page, click More > Embed against ...
Using Calendar Synchronization via CalDAV
Create and View Synchronization of Events Once you have enabled CalDAV Access in Zoho CRM and configured the CalDAV account in your iOS device, the events you create in the Zoho CRM Calendar will synchronize with the iOS Calendar and vice versa. ...
Setting Up Calendar Synchronization via CalDAV
Gone are the days when you had to log in to Zoho CRM every time you wanted to check your work schedule for the day. You can now receive alerts about the next staff meeting on your iPhone or even your Apple Watch, without having to log into Zoho CRM! ...
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