Zoho CRM
Customizing Home Tab Zoho CRM
To customize your home tab, following Zoho's documentation outlined here.
Zoho CRM: Understanding Leads vs. Contacts
What is the difference between leads and contacts? Leads are the raw details you gather about individuals or representatives of organizations who may be interested in your business. They are usually collected from various sources like the internet, ...
Creating Email Templates in Zoho CRM
To create email templates in Zoho CRM, follow the documentation provided by Zoho.
Creating Reports in Zoho CRM
To create a report in Zoho CRM, follow the steps outlined in Zoho's report creation documentation. To export an existing report, contact a system administrator.
Connecting RingCentral to Zoho CRM
To connect your RingCentral account with Zoho CRM, please follow the steps provided in Zoho's RingCentral documentation. If you are not automatically prompted to enter your RingCentral credentials, open CRM and click your avatar photo toward the top ...
Configuring/Syncing Email to Zoho CRM
To configure your email via IMAP with Zoho CRM, please follow the steps provided in Zoho's Configure IMAP Account documentation. Note: Set email sharing permissions set to "Public." Reconnecting a Disconnected Email From time to time because of ...