Other Zoho Apps
Zoho IP Addreses to Whitelist for US Clients
For a brief understand of what whitelisting is... Whitelisting is a process of adding approved email addresses or server IP addresses to a "whitelist", which tells the email filtering system to allow these emails to bypass the spam filter and land in ...
Zoho Data Security/Encryption/PII
Zoho Applications have a variety of administrative tools for handling sensitive financial, medical or PII data. Per the following Dept. of Homeland Security definitions: PII and Sensitive PII Defined DHS defines personal information as “Personally ...
Zoho REST APIs
Zoho REST APIs provide a powerful means of inserting or fetching information across the Zoho App spectrum https://www.zoho.com/crm/developer/docs/api/v2/ In particular, these sections will be helpful to Lead Vendors who wish to insert records into ...
Customizing Zoho CRM Record Detail Page Using Canvas Builder
https://help.zoho.com/portal/en/kb/crm/customize-crm-account/managing-module-views/articles/customize-record-detail-page-canvas#Components_in_the_Canvas_Detail_Page_Builder Here's a link to Zoho's Canvas Design Resources Library: Canvas Resources for ...
Improve Deliverability of Emails sent from Zoho CRM and from Zoho Campaigns
Zoho provides email authentication standards that allows the organizations to increase the trustworthiness of an email’s origin when they choose to send emails from Zoho using their domain. To authenticate your emails sent from Zoho CRM, you need to ...
Google Ads for CRM
Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...
Zoho CRM Administration: Types of Custom Fields
In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho ...
Recorded Webinars on Website Optimization and Zoho Page Sense
Click here to access the recorded Webinar listing
Plan Your Implementation of Zoho CRM
Click here to watch a series of short videos to help you get started with Zoho CRM Step 1: Plan your implementation -Priorities -Process -People Step 2: Implement -Build your sales process -Your tasks before getting data into CRM -Top methods of ...
Upgrade to Zoho API V2 Guide
https://help.zoho.com/portal/community/topic/migration-of-zoho-crm-apis-and-functions-to-v2-0
Zoho Flow Orientation Video
Click to watch this 37 minute introdutory video on Zoho Flow: https://www.youtube.com/watch?v=Rvfc80ZqBWo&list=PLlC7sQNISSURBv8V21MpLc0cOSMo4556-&index=5
Zia Search - Unified Search for Zoho Apps
Zia Search - Unified Search for Zoho Apps More and more SMB's and enterprises have started adopting multiple apps in Zoho. A huge amount of data gets generated on a daily basis. All that data is now stored in different silos like Mail, CRM, Desk, ...
How Do I Access the Zoho User Forums?
The link below will allow you to access the User and Zoho Team on-line Forums: https://help.zoho.com/portal/community
Latest Zoho TLS Updates and Browser Support
Here's the latest: https://help.zoho.com/portal/community/topic/tls-v1-2-upgrade-and-client-component-update-for-zoho-crm
Link to Free eBooks on Business Growth Best Practices
https://www.zoho.com/academy/