Step 1: Accessing Zoho CRM Admin Panel Logging into Your Account So, the first thing you wanna do is log in to your Zoho CRM account. If you’re like me and have a million passwords, make sure you have that one handy. Once you’re in, you should land on your dashboard, which is your main […]
Understanding Related Lists in Zoho CRM What Are Related Lists? Alright, let’s kick things off by understanding what related lists are. In Zoho CRM, related lists are those nifty sections where information about related records is displayed. Think of it as a quick reference guide that connects different types of data that’s relevant to your
Hey there! If you’re anything like me, keeping a handle on tasks can sometimes feel like a juggling act. I’ve come to realize that using a robust tool like Zoho CRM can help take the chaos out of the mix. In my years of working with this platform, I’ve discovered effective ways to keep track
Understanding Territory Management Basics What is Territory Management? Alright folks, let’s start from the ground up. Territory Management in Zoho CRM is essentially a way to categorize your customers based on specific geographical or strategic parameters. This means you can create different territories to streamline your sales operations. This feature is particularly useful for organizations