Jan 2, 2026

Using Scheduled Actions in Zoho CRM to Trigger Emails, Tasks & Field Updates

In a fast-moving business environment, timing often determines the success or failure of customer interactions and internal processes. Missed follow-ups, delayed task assignments, and outdated record statuses can quickly lead to lost opportunities, reduced productivity, and poor customer experiences. As teams scale and workflows become more complex, managing these time-sensitive activities manually becomes both inefficient...

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Sep 28, 2024

How to Set up Fiscal Year in Zoho CRM

Effective tracking of performances and managing finances are essential for the long-term success of any business. While we are familiar with the calendar year, we also know that businesses always...

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Sep 13, 2024

How to Set up Currencies in Zoho CRM

In today’s global marketplace, businesses are no longer confined by borders. Whether you’re selling products or offering services, dealing with multiple currencies has become a necessity. If you are a...

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Aug 16, 2024

How to Check Audit Log in Zoho CRM

In any CRM, knowing who did what and when is crucial for maintaining data integrity. Whether it's monitoring changes in customer records, tracking who accessed which data, or any other...

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