Jul 19, 2024

A Comprehensive Guide for Dashboards in Zoho CRM

Imagine yourself as a sales manager at a growing company, and you have a team meeting in an hour. You need to present the latest sales figures, pinpoint bottlenecks in the sales process, and showcase top-performing team members. Instead of sifting through spreadsheets and reports, you open your Dashboards in Zoho CRM. On your screen,...

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Jun 28, 2024

Get Started with Reports in Zoho CRM

In the super-active world of customer relationship management (CRM), the possibility to transform raw data into actionable insights is vital. Zoho CRM is a versatile platform offering various reporting tools...

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Jun 7, 2024

How to Access Recent Items in Zoho CRM

Imagine effortlessly resuming your most recent tasks, activities, or interactions without skipping a beat. It is not just an ideal thought. With the capability to access Recent Items in Zoho...

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May 24, 2024

How to Set Autoresponders in Zoho CRM

With time the ways to manage customer relationships have also evolved. This makes it very crucial to maintain efficient and timely communication with our customers so that we have a...

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