General Info
Zoho PDFEditor
Zoho PDF editor http://pdf.zoho.com is an online tool built exclusively to edit PDF documents. (and now included in Zoho WorkDrive) You can edit text, overlay and annotate images, add fillable and digital signature fields, reorder pages, and more. ...
LeadChain - An Overview
Zoho LeadChain is an automated lead ads synchronization software that lets you synchronize the leads generated from your social media ads to the CRM and vice versa. This is specifically designed to bridge sales and marketing efforts making it easy ...
Microsoft Teams Integration to Zoho CRM
Discussions happen before, during, and after joint tasks to maintain alignment on objectives. A sales team's discussions can take various forms, such as in-person meetings, forum announcements, emails, notes in CRM records, and chat tools. Zoho CRM's ...
Zoho Marketing Automation 2.0 Overview and Video
Video Overview of MA 2 - Zoho WorkDrive Overview of Zoho Marketing Automation 2.0 Zoho Marketing Automation 2.0 introduces significant enhancements, addressing challenges faced in the previous version and bringing new features to the table. Let's ...
Zoho One: Employee Management When Leaving the Company
When an employee leaves the company, it's crucial to ensure that their access to Zoho One is terminated and their records are properly reassigned to maintain business continuity and security. Here are the steps to follow: 1. Revoke Access Deactivate ...
UTM Tacking Overview
Everything you need to know about UTM tracking: What is UTM Tracking? UTM (Urchin Tracking Module) tracking is a method used to track the performance of digital marketing campaigns12. It involves adding a UTM code, which is a small snippet of text, ...
Zoho One Admin Panel: Account Activity
Zoho One Admin Panel: Account Activity Account Activity lets you check employees' login history and manage their active sessions. You can clear older sessions to strengthen a user account's security. A web session refers to an authenticated instance ...
Zoho One Admin Panel: Account Activity
Zoho One Admin Panel: Account Activity Account Activity lets you check employees' login history and manage their active sessions. You can clear older sessions to strengthen a user account's security. A web session refers to an authenticated instance ...
Procedures for Importing Data into Zoho CRM
Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...
Zoho One FAQ Links
Zoho One - Application FAQ Zoho One - Pricing FAQ Zoho One Minute - Tips, tricks and best practices in 1 minute videos
Tracking History of Zoho CRM Picklist Values
Tracking History of Picklist Values In every business it is very important to keep track of the updates so that you don't miss out any vital information. Say for example, in sales it's crucial to track the "deal stage" or "lead status" to get an idea ...
Mobile App Store Optimization Tips from NP Digital
Great tips thanks to NP Digital Team Cracking the Code: Mastering App Store Optimization for Incredible Growth
Recent Zoho Enhancements to CRM Email Deliverability
Posted by Zoho: We're thrilled to talk about the enhancements that are coming up to improve Zoho CRM's email deliverability, as well as the systems we have in place today to support our customers' email communications. As you might know, our current ...
Zoho CRM Domain Authentication Overview
When sending email from Zoho, it's a best practice to take the steps below, which will optimize your email deliverability. You can check your domain authentication status via the following steps: Go into Zoho CRM From the upper right, choose Settings ...
Why is Zoho Campaign Email Reviewed?
Marketing emails have always remained a popular method to reach potential customers. However, some emails may be marked as spam emails and land in the customers' spam folder. Even though we have an automated system that checks for potential spam, ...
Zoho CRM Record Locking Feature Overview
Certain business scenarios demand that records in your organization's modules be safe from editing or deletion once they reach a certain stage in your sales process or satisfy specific conditions. For example, if a deal has reached the final ...
Free Zoho Barcode Generator
Free Barcode Generator A barcode generator is a free and easy-to-use way to create barcodes for the items in your inventory. Follow 5 simple steps and get started right now. How to create a barcode Barcode type * EAN-13 UPC-A Code-39 ITF Barcode ...
How to Build Guided Conversations in Zoho Desk Bot Builder
Learn how to utilize Zoho Desk's Bot Builder to create self-service "conversations" from your website: Click to View Video (approx 54 minutes long) Contact us for more information or to have the ZoHelpers Team build your Bot actions.
A Story About One's Value...
A father said to his daughter “You have graduated with honors, here is a car I bought many years ago. It is a bit older now but before I give it to you, take it to the used car lot downtown and tell them you want to sell it and see how much they ...
Overview of Zoho Field Service Management
Overview of Zoho FSM What is Zoho FSM? Zoho FSM is a cloud application that offers an overarching solution for handling the entire life cycle of processes involved in the management and execution of field services. All processes that are pivotal to ...
Pass Data from ZohoCRM to PandaDoc - Video and KB Artcles
Pass data from ZohoCRM to PandaDoc Before you start sending out documents from ZohoCRM, set up your template to pass data from ZohoCRM. Click below to access the PandaDoc portal and watch the short video: ...
Zoho Cookie Policy
Zoho - Cookie Policy Various Zoho Applications will push Cookies to Users during their system access... for more details on privacy a policies around cookies, visit the link below: Zoho - Cookie Policy Also not you can opt-out of Analytics Cookies on ...
PandaDoc Training Links
Self Paced Onboarding Self-Serve Onboarding: Login and Setup Self-Serve Onboarding: Creating a Template Self-Serve Onboarding: Workflow Self-Serve Onboarding: Sending a Document Migration ★ Transitioning to Editor 2.0 DocuSign to PandaDoc
Zoho Datacenter Locations Around The World
Zoho has a redundant and secure hosting protocol. Your Datacenter location is established when signing up for your Zoho Account... here's a map of current hosting locations as of June 2020
Link to Zoho Paid Support via India-based Help Desk
https://www.zoho.com/crm/resources/support-plans.html?src=rdd
BIGIN System Overview
Here's a link to an Overview on the new BIGIN System from Zoho: https://show.zohopublic.com/publish/km3ix3246dcd4eaf54cdf97c61a1a819ca515 Click here to schedule a no obligation discussion with the ZoHelpers Team to learn more about BIGIN
Zoho Lens Features & FAQ
Here are two links to the Zoho Lens Features and FAQ page... check back often as this is an exciting & evolving new App! https://www.zoho.com/lens/features.html https://www.zoho.com/lens/faq.html
What Are the Zoho ONE Applications Included and Plan Details?
https://www.zoho.com/one/plan-details.html
Third Party Insight Into Zoho's Gifted Leader - Sridhar Vembu
Forbes Magazine: https://www.forbes.com/sites/anuraghunathan/2017/02/28/indian-cloud-company-zoho-is-privately-held-profitable-and-popular-with-american-small-biz/#5bed8b43a6b3 Small Business Trends: ...
MS Office 365 Email Troubleshooting Tips
See this Microsoft Support Article for more insight in to solving email connectivity: ...
How Can Zoho Offer Zoho ONE at Such a Low Price Point?
The Zoho ONE subscription is an amazing value and no other software vendor in the world can compare. How do they do it? Visit this article to learn what makes Zoho different from other software companies: ...