Using Zoho Scores to Create Workflow Rules Zoho has now released the ability to create workflow rules based off of record scores. You can now choose certain actions to be performed when a record’s score increases, decreases or is updated. What does this mean for you?...
Zoho Blueprint Gets New Features Blueprint in Zoho is a feature that allows you to define and execute a business process. The new feature from Zoho is a step towards improving business processes, and the communication of employees involved. A Blueprint allows you to:...
Zoho Introduces New Way to Schedule Emails Zoho CRM now offers the availability to schedule sending emails. There will now be a box with the image of a clock right next to the “Send” button where you can schedule a specific date and time. Also, if there is a...
New Look for Zoho Module Builder The module builder in the backend of Zoho CRM has been revitalized with a new design. Fields and sections are now easier to move and manipulate. What does this mean for you? Simply put, the backend of Zoho is getting less overwhelming....
Overview of Zoho CRM Settings Zoho CRM, when used correctly, can be an efficient organization and marketing tool. In order to be used correctly, Zoho CRM must be set up and customized properly. In this blog post, Catalyst Connect will provide you with Zoho CRM...
Zoho Settings: Changing Primary Email When using Zoho, it is important to keep all personal and company information up to date. The backend of Zoho can be confusing and make changes seem quite difficult. With this video and article, Catalyst Connect will help you...
