What is the use of Date format in Zoho CRM And How to set or change it?

subform data in zoho crm

Zoho CRM is a powerful tool for managing customer relationships, and one of its key features is the ability to set date format in Zoho CRM in a variety of ways. This is useful for a number of reasons, including making it easy to view and sort data, and customizing reports and exports. Today we […]

What is Auto Number field in Zoho CRM and how to use it

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Auto Number field in Zoho CRM are a type of custom field that automatically generates a unique number or a combination of letters and numbers. This feature is useful for automatically creating unique identifiers for records, such as customer or lead IDs. To create an Auto Number field in Zoho CRM, you can follow these […]

What is the role of Rest API in Zoho CRM And How to use it?

Zoho vs Salesforce

A REST API (Representational State Transfer API) is a web-based interface that enables developers to access and manipulate data and functionality of a program over the internet. It uses HTTP methods such as GET, POST, PUT, and DELETE to communicate with the program and perform various tasks. Rest API in Zoho CRM helps developers to […]

What is SalesInbox in Zoho CRM And How to use it?

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SalesInbox is a feature in Zoho CRM that allows sales reps to manage their emails and tasks in one place. It integrates with Zoho CRM and provides sales reps with the ability to track their emails, schedule follow-up tasks, and view customer interactions all in one place. To use SalesInbox in Zoho CRM effectively, follow […]

What are Macros in Zoho Desk? And the Best ways to use them

Macros in Zoho Desk are a set of predefined actions that can be performed automatically with just a single click. They are useful for automating repetitive tasks and streamlining workflows in the help desk software. This article will explain what macros are in Zoho Desk and how to use them. To use macros in Zoho […]

What are the Roles and Profiles in Zoho CRM & How to set effectively?

Roles and profiles are two important concepts in Zoho CRM that are used to manage and control access to different features and functions within the system. Understanding how to set up roles and profiles effectively can help you ensure that your CRM system is being used efficiently and effectively by your sales team. In this […]

What is a Sales Signal and Best way to use sales signals in Zoho CRM

Conditional Element Blocks in Zoho Canvas

Sales signals in Zoho CRM are indicators or cues that suggest a potential opportunity for making a sale. These signals can come from a variety of sources, including customer behavior, industry data, or even social media activity. In a customer relationship management (CRM) system like Zoho CRM, sales signals can be used to help sales […]

How to Create Custom Modules and Fields in Zoho CRM easily

Zoho CRM is a powerful customer relationship management platform that helps businesses streamline their sales, marketing, and customer support efforts. One of the key features of Zoho CRM is its ability to customize the platform to fit the specific needs of a business. This includes the ability to create custom modules and fields in the […]

Zoho Books Vs Quickbooks : Which is best for your Business?

Zoho Books and QuickBooks are two of the most popular accounting software platforms on the market. Both offer a range of features and tools for managing financial tasks, such as invoicing, expenses, and reports. Lets find out the best Account software in this comparison of Zoho Books vs Quickbooks. One of the main differences between […]

Zoho CRM Vs Hubspot CRM : Best for your business?

Zoho CRM and HubSpot are both popular customer relationship management (CRM) platforms that offer a wide range of tools and features for managing customer relationships. While both platforms offer similar capabilities. In this article, we will compare the Pros and Cons of Zoho CRM Vs Hubspot One of the main differences between Zoho CRM and […]