Using TAGS in ZohoCRM
About Tagging: Tags are unique identifiers that can be associated to your CRM records to search, sort, categorize, filter, and segment records in a more efficient way. It is very similar to adding keywords or any additional information to any record ...
Twilio Integration with Zoho Desk
See this Zoho article for instructions on configuring the integration: https://help.zoho.com/portal/kb/articles/twilio-integration-with-zoho-desk
Zoho Campaigns Getting Started Guide and Tips & Tricks
Zoho Campaigns Email marketing is considered the simple and most effective method to reach out your leads and contacts. The best part is that the return on investment (ROI) is much higher than other marketing channels making it as the most affordable ...
How to Change Your Email in ZCRM
How to change the primary email address in Zoho? You can change the primary email address for all the Zoho services by following the steps given below: Log in to http://accounts.zoho.com or if logged in to CRM, click the User picture in upper right ...
How to Change ZCRM Calendar Display Settings & Preferences
To set calendar preferences... -Click (Calendar icon) and then click Day, Week or Month to view your calendar. -In your calendar, click Options > Preferences. -Specify the following preferences for your calendar. These preferences are reflected only ...