Step 1: Log into Your Zoho CRM Account Accessing the Login Page So, the first thing you gotta do is fire up your web browser and head over to the Zoho CRM login page. It’s pretty straightforward—just type in the URL, and you’re almost there! If you’ve saved the site in your bookmarks, even better! […]
Hey there! Today, I want to share my personal experience on how to delete a default public view in Dynamic CRM. It might sound a bit daunting if you’re new, but trust me, it’s not as bad as it seems. I’ve broken it down into five easy sections to help you find your way. So,
Understanding Associated Views What are Associated Views? When I first delved into Dynamics CRM, I was a bit overwhelmed with all the features. One of the standout features that caught my attention was Associated Views. Essentially, these views allow us to see related records in a structured way. So, when working with accounts, for instance,
Understanding the Sheets View What is Sheets View? So, first things first, let’s talk about what Sheets View actually is in Zoho CRM. Picture it as a giant spreadsheet where all your customer data is organized. It makes tracking leads and managing your pipeline super straightforward. If you’re coming from software that doesn’t have this
Understanding the Need for Custom Views Why Custom Views Matter Let me tell you, if you’re like me and you deal with a mountain of data daily, custom views can be a total game changer. They allow you to slice and dice information in a way that makes sense for your unique business needs. Instead