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View Signals
Each notification will give you enough details to take a quick glance at what is important to get going. You can always click on the notification to get more details related to records. Signals for emails For unread emails, you will be able to view ...
Signals - An Overview
Gone are the days when customers communicated with your brand through relationship managers only. Now customers have multiple channels by which they communicate with your company. From visiting your website to filling up surveys, from raising support ...
Microsoft Teams integration
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 ...
Google chat integration
Setting up Google Chat Integration In order to stay aligned on shared goals, conversation naturally happens before, during, and after any collaborative tasks. Within the sales team, these conversations may range from face-to-face meetings with your ...
Revamped Setup Page 2023: Transition guide
The following changes in the Setup page are now live and effective for all users across all DCs. Content last modified on: January 3, 2024 Overview We're excited about the recent revamp of Zoho CRM's setup page, a change aimed at enhancing your user ...