How Healthy is Your CRM? When was the last time you checked the health of your CRM? A CRM Health Check is a comprehensive review of your CRM data, systems, processes, and security features. The goal is to make sure that the data in your CRM is clean, useful, and...
Keep your CRM data organized with the Zoho Import Tool from Catalyst Connect Information management is a staple of any business’ efficient workflows. In the course of doing business, CRMs get cluttered when trying to import data from sources that use different naming...
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...
