The first step to successfully implementing your organization’s Zoho CRM is for the Administrator to understand best practices when it comes to setting up the CRM General and Personal settings. This first step is key to a winning CRM launch strategy because these...
In this first of the Catalyst Connect video training series for Zoho CRM “Users and Company Details”, CEO and Catalyst Connect company founder John-Mark Bantock helps us understand how to set up Zoho CRM user permissions and why it’s so important in establishing...
Allowing Multiple Owners for a Record in Zoho Zoho has released the ability to have more than one owner of a record (up to three) within the CRM. The added users will be considered “co-owners”. The co-owners will have the ability to view and edit the related list of...
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...
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...
