ALL
Use custom links to access information about your leads or contacts from any third party application like Google or LinkedIn.
Read More- Custom Links /
- Third party Applications
Did you know that you can pause Zia reminders at times when you won't be able to follow-up?
Read More- Zia Reminders /
- Zia
Maintain a Style Sheet and use simple rules on whether it should be USA, US, United States of America to have a clean CRM database.
Read More- Clean CRM /
- Style sheet /
- Database
Email address, passport numbers, Social Security Numbers are unique for each person. Create such unique fields and avoid duplicate records in Zoho CRM.
Read More- Custom fields /
- Unique fields /
- Avoid duplicates
Once a deal is sure to pull through, create a quote directly from the deals module automatically without you having to create them yourselves.
Read More- Quotes /
- Deals /
- Business process
Make everyone’s work count by including the commissions they receive, within a quote they handle. The commission rates are calculated in the products module and you can now bring them within a quote.
Read More- Sales /
- Quotes /
- Commission /
- Automation
Stay on top of all your communication channels without cluttering your feed. Modify the SalesSignals settings to receive only notifications that matter to you the most.
Read More- SalesSignals /
- Notifications
Auto-update the information about an account to the related records in all (or select) modules.
Read More- Automation /
- Accounts /
- Related lists
Get your CRM to display the total amount of tax, discount and the quantity of products in a quote using a function.
Read More- Quote management /
- Tax /
- Discounts /
- Inventory
Assign the records to users based on round robin method through the use of functions.
Read More- Record assignment /
- Leads /
- Deals
The website visitors' information inside Zoho CRM increases your chances of reaching your leads and your conversion. Here is a tip to use advanced filters to identify visitors.
Read More- Websites /
- Visitors /
- Advance filters
Most of the times, if not always, there are tasks and assignments that need to be repeated. Lets say, a note like this one. “Customer contacted. Email sent. Schedules callback from customer.”. Sure, you can copy and paste it. We have a better idea. How about storing the message as a sort of template in a custom button. Through functions, of course.
Read More- Sales /
- Automation /
- Notes /
- Templates /
- Buttons
Sort the order of notes in record details page to show the recent note first or last, based on your preferences.
Read More- Notes /
- Sorting
Well, one important factor to take into account when managing an international business is the placements of commas in numbers. Also, in US it is comma and in Germany, it is a period. The one way this can be solved would be to spell it out. Besides, wouldn't you want to avoid sneaking in an extra zero by mistake right?
Read More- Invoice /
- Grand total /
- Amount /
- Buttons
In sales, there is never enough time for you to follow-up with all the new leads. Use Lead Scores to prioritize your Lead follow-up and manage your time effectively.
Read More- Lead scoring /
- Lead management
If you have multiple agents handling multiple customers, the difficulty in the management of records also multiplies. Since there are multiple times a customer is contacted and it is not you who contacts him always, it is better to know who talked to the lead before you.
Read More- Record owner /
- Details /
- Automation
Customize the Deal Stage pick-list values in your Zoho CRM account based on your sales process.
Read More- Pick-list /
- Field /
- Customize /
- Dealstage
Transfer Record information from one module to another based on specific criteria.
Read More- Customization /
- Automation
A single deal can hold multiple quotes and it is true the other way around as well. However, do you have to manually (or use a calculator to) calculate the grand total and populate it in a field?
Read More- Quotes /
- Deals /
- Business process /
- Automation
In the existing records find duplicates based on company’s name, email address, phone number and merge them into one record.
Read More- Clean CRM /
- Mergre /
- Duplicate
A task which is common need not necessarily be completed by a specific person. For instance, the guy beside you has other commitments and he requests the ownership of the task to be changed to you. Would you want to get notified by it or check for re-assigned manually?
Read More- Tasks /
- Task owner /
- Details /
- Automation
Create dependancies between fields where there will be a parent or controlling picklist field and a child or dependant picklist field. The parent field would control the values that needs to be populated in the child field.
Read More- Dependency /
- Fields /
- Mapping
Update the lead records with Notes and Activities count and get a general idea of the amount of effort you put into converting them.
Read More- Activities /
- Leads /
- Notes /
- Automation
Usually, purchase orders are given to customers based on the deal that they make. A single PO for a customer may contain multiple products. But that hardly makes it easier to manage your inventory, right? How about sending POs for products instead?
Read More- Purchase orders /
- Deals /
- Customization /
- Sales
Switch to Zoho Sheet view to see all the records from the custom view in Zoho Sheet format with the most important fields of the records as columns.
Read More- Zoho sheet view /
- List view records
Keep track of your business details with a Company or a Contact.
Read More- Workflow rules /
- Invoices /
- Customization /
- Contacts
Running a marketing drive is never easy. Especially when you have to gather, distribute and follow-up multiple leads. Would the option to automatically add a lead to a campaign be helpful?
Read More- Campaigns /
- Leads /
- Conversion /
- Custom button
Customize the search results layout to display a set of columns that you prefer.
Read More- Search results /
- Layout /
- Customize
Auto-assign leads based on the shift timings of the Users in your organization.
Read More- Automation /
- Users /
- Shifts /
- Leads
Save yourself the trouble of adding call prefixes to phone numbers whenever you need to call someone.
Read More- Call prefix /
- Calls /
- Automation
Use Custom Buttons to execute unique actions and work faster.
Read More- Customize /
- Custom button /
- Productivity
Who said a lead and a contact are just customers? That may also be the start of a business partnership. Use this function when a customer turns into a supplier.
Read More- Automation /
- Contacts /
- Vendors /
- Conversion
Use the smaller but very useful time saving options in module customization that you may not have noticed and which could make your job much easier.
Read More- Customization /
- Time saver
Merge the contents of two different fields and store them in a separate field.
Read More- Merge fields /
- Concatenation /
- Functions
Tips on how you can use custom reports in the best possible ways with some sample scenarios.
Read More- Reports /
- Analytics
Got some events that you have to attend or preside over every week? Documenting them must be repetitive and time-consuming. Make the CRM create the events by itself.
Read More- Events /
- Weekly /
- Automation
If you have two layouts under the Leads module, say Residential leads and Commercial leads, while converting them, make sure that they are mapped to the same Residential/Commercial layouts of Contacts and Accounts. Set up lead conversion mapping based on page layouts to address this requirement.
Read More- Leads /
- Customization /
- Page layouts /
- Conversion
A deal with a Contact usually contains only the information about the deal timeline, products involved and the contact name. However, having more information about the contact you’re dealing with is always better, right?
Read More- Deals /
- Contacts /
- Fields
Use a combination of criteria in advance filters and discover significant sales insights instantly.
Read More- Advanced filters /
- Insights
Often, there are situations where there are 2 fields that needs to have the same information. Like, “Phone” and “Mobile” have the same info, but are used in two different workflows. Usually copy-paste works, but why not automate all the way?
Read More- Fields /
- Automation
Customize the business card views to keep up to five fields that matter to you the most.
Read More- Business card view /
- Field /
- Customize
Does your organization have multiple branches? You can add them as member accounts to the parent account(main branch). However, if the information related to the org is updated, shouldn’t all the member accounts also be updated?
Read More- Accounts /
- Parent account /
- Member accounts /
- Automation
Reorder and organize related lists to view the most important and relevant ones on top for easy access.
Read More- Related List /
- Organization /
- CRM data /
- Customization
Create purchase orders from sales orders at just the click of a button.
Read More- Purchase order /
- Sales order /
- Automation
Since there might be multiple stakeholders in a deal, it becomes necessary to keep track of all the contacts associated with a deal. How about automatically sending updates to all the contacts based on the deal progression?
Read More- Contacts /
- Deals /
- Deal stages /
- Automation
Having businesses in multiple countries is awesome as well as difficult; especially when you have to take a note of when to call. How about having a time field and automatically updating the timezone of your leads based on their address?
Read More- Leads /
- Automation /
- Customization /
- Time zone
Do you use multiple layouts? Create separate workflow rules for the same module but specifying a different layout to address the requirements for each process.
Read More- Workflow rules /
- Page layouts /
- Modules
Populate the Amount field of a Deal by calculating the number of related products and its unit price.
Read More- Deal amount /
- Calculation /
- Automation
Make or take calls without much fuss about the dialling procedures.
Read More- Automation /
- Country codes /
- Calls /
- Contacts
Make updating a task easier by automating the process of inputing the information from the related modules to the records in the task module.
Read More- Tasks /
- Related records /
- Automation
Use 'Best time to Contact' suggestions by Zia, and know the right time to reach your contacts through call or email.
Read More- Zia /
- Follow-up /
- Calls /
- Emails
Info about a contact or a lead isn’t limited to the fields in the leads or contacts module. Since there is a need to fetch and populate info from other modules, why not have a lookup field to make things easier?
Read More- Leads /
- Contacts /
- Look-up field
If emails are to be sent to only a specific set of people from the hundreds of other leads, how can you do them without much fuss?
Read More- Leads /
- Mass emails /
- Customization
Sync your Zoho Mail Calendar with Zoho CRM Calendar to ensure all your events are in one place.
Read More- Calenders /
- Events /
- Sync
Exclude contacts from autoresponders to schedule follow-ups only with those contacts who haven't responded.
Read More- Autoresponders /
- Update response
Although converting a lead allows you to create Accounts simultaneously, there are times where conversion from only a lead to account is needed and not in Contacts. This function allows you to do that.
Read More- Lead conversion /
- Automation /
- Customization /
- Accounts
Use field-level security to restrict access of specific fields within a module.
Read More- Data /
- Security /
- Field level security
Make sure that you do not miss out on any valuable prospect from social media anymore. Automate the generation of leads from Twitter and Facebook by setting up Social Automation Rules.
Read More- Lead generater /
- Social /
- Twitter /
Create many-to-many association between two modules in Zoho CRM with the help of the multi-select lookup field.
Read More- Modules /
- Association /
- Look-up fields
Check the usage of your email templates in various features such as workflow rules, web forms, mass email schedules, etc.
Read More- Templates /
- Modules /
- Emails
Frustrated about doing the same operation on multiple records over and over again? Save time by working on multiple records in one shot with Mass functionalities in Zoho CRM.
Read More- Mass functions /
- Save time
When you mark fields as unique in CRM, enable the option to check duplicates in the leads that are already converted.
Read More- Converted leads /
- Duplilcates /
- Unique fields
Do not forget about the leads that did not yield a positive response the first time you contacted them. Get notified automatically whenever you have idle leads in CRM and take necessary actions.
Read More- Workflow rules /
- Leads /
- Automation
Reorder items on a Blueprint Transition popup window as per your needs.
Read More- Blueprints /
- Process builders /
- Automation
A cluttered home page could leave you lost in a busy schedule affecting your productivity. Here is a tip on how you can maintain a clean and clutter-free Zoho CRM Home page, for yourself and your team.
Read More- Home tab /
- Clean data /
- Productivity
For sales reps who are always on the move trying to visit as many clients as possible in a day, they can check-in and geo-tag their visits right away from the Zoho CRM mobile app.
Read More- Check-in /
- Events /
- Mobileapp
Hide events that have ended and events that you have declined and use calendar views to keep your calendar clutter-free.
Read More- Calender /
- Scheduling /
- Events
Save a precious few minutes in your busy sales schedule by adding new prospects through your incoming call pop-ups.
Read More- Leads /
- Telephony /
- PhoneBridge
Do not miss out on something important and automatically receive updates on the records that matter to you with Feed’s auto-follow rules.
Read More- Feeds /
- Auto-follow /
- Updates
Avoid wasting time in doing repetitive actions on records frequently. Create and use macros to send email, create task and update a field, all at once for multiple records.
Read More- Macros /
- Productivity /
- Save time
Label your records within Zoho CRM using Tags, that help you categorize your records and search for them easily.
Read More- Tagging /
- Categorize records /
- Tags
While creating an event, you have an option to repeat the event daily, weekly, monthly etc. Here is a tip to stop these recurring events that were created by mistake.
Read More- Activities /
- Reminders /
- Events /
- Recurring
Do you have multiple deals associated to your contacts in Zoho CRM? Are you struggling to find deal specific emails, with all the emails associated with a contact listed together?
Read More- Deals /
- Email association
Automate the submission of records for approval from one or more managers using approval process in Zoho CRM.
Read More- Automation /
- Approval process
Add IPs from which your Zoho CRM account can be accessed. Keep your CRM data from going into the wrong hands. It should be accessible only for people who work on it, and not just anyone.
Read More- Data security /
- Allowed IPs
The Kanban view in Zoho CRM shows all your records, arranged in specific categories. But it is not all about its looks. There is more that you can do using the Kanban View for various modules.
Read More- Productivity /
- Kanban view
Did you know that you could customize and create your own Kanban view for any module based on how you want to categorize your records?
Read More- Productivity /
- Customize Kanban view /
- Picklist fields
Create a workflow rule and execute it based on a record's score. Rules can be triggered when the score of a record is either increased, decreased or updated.
Read More- Workflow rules /
- Record scores /
- Automation
Use time-tracking filter to zero in on those leads which were not attended to for a certain period of time, and follow-up with them.
Read More- Advanced filters /
- Time-tracking filters /
- Unattended leads
Schedule your emails that are sent from Zoho CRM by simply specifying when you want them to be sent and the system will take care of sending them at the right time.
Read More- Email scheduling /
- Emails
Make the best use of your list views by creating and modifying custom views, and sorting your records to see only the information you want.
Read More- List View /
- Customization
Collaborate and communicate in Zoho CRM effectively with your closed circles using Feeds groups.
Read More- Feeds /
- Groups /
- Team collaboration