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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....
How to Integrate Your Website and CRM You don’t need the help of an expert to build web forms for your website. Just drag and drop the required fields in the form using the built-in WYSIWYG editor. You can also upload files, mark fields as mandatory, auto-populate...
