How to Integrate Zoho CRM and Zoho Mail? [SOLVED]
Zoho CRM is a great tool to interact with your leads and customers. In Zoho CRM, it is possible to integrate it to any mail services using IMAP settings. The best email service provider for it is of course, Zoho Mail. What are the perks of integrating
Transforming with Carpedia!
We are proud to announce our beloved digital transformation partner and client, Carpedia! Carpedia had been struggling in their fleet management and keeping everything systematically before this. Like many others, their management system hinged on excel
How to Import Records Into Zoho CRM? [SOLVED]
Sometimes you need to import a lot of records at once into Zoho CRM. This is a very common phenomenon. You wouldn't want to create your records one by one, moreover if they're in the thousands! Worry not, as it is really easy to do so in Zoho CRM. Please
How to Create a New Deal? [SOLVED]
Deal in Zoho CRM is used to track your sales activity progression. Have you scheduled a meeting with the client? Has the quotation gone out? Do you win or lose the deal? So, how to create a Deal in Zoho CRM? Follow the instructions in this video to learn
How to Create a New View? [SOLVED]
Hi everybody, Using Zoho CRM is indeed easy, and it is easier when we know how to sort and choose what data to be displayed. To achieve that, we can create a custom 'view'. Please note that this is subject to the permission given by your administrator.
Why can't my employee see their leave entitlement? [SOLVED]
Sometimes, you get a report from your employees/users that they cannot see their leave entitlement, although the configuration has made them inclusive. So, in this case, what could be causing this? The most common reason is the user's field value used