Monitoring Workflow Email Rates in Zoho Zoho CRM allows for Workflow creation, in which automated actions are taken based off of conditions of a record. These can include an email, task, or alert. For sending out automated emails, there has never been a way to track...
Zoho CRM Makes Data Easier to View and Change When it comes to your CRM, being able to see exactly what information you need at a glance is important. Views can often become cluttered with too much information, or not provide enough identifying details to know what...
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....
