Dec 2, 2024

How to Create Custom Fields and Layouts in Zoho CRM

Zoho CRM is well known for its versatility in allowing businesses to fully customize their customer relationship management experience. Among its most powerful features are custom fields and custom layouts. They allow organizations to tailor the CRM to their specific needs and workflows. For instance, a real estate company can create custom fields to capture...

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Nov 15, 2024

How to Manage Data Sharing in Zoho CRM

Imagine your sales team that is widespread across different regions, each needing access to specific customer data. How do you ensure the right people see the right data, without compromising...

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Nov 1, 2024

How To Add Users In Zoho CRM

Effective collaboration and communication can make a huge difference in a dynamic business landscape, where every action matters. Picture a sales team strategizing for successful deal closures while the marketing...

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