Social
FAQs on Social
1. Why am I unable to view the Social tab? It may be so because your administrator has not granted the Module level permission for your profile. Request your administrator to do the following: Click Setup > Users & Permissions > Profiles Click the ...
Social Profiles
Social media integration with Zoho CRM gives the sales context to your interaction with customers. Following are the two ways in which you can make use of Social CRM. Personal social media interaction via social profile integration (detailed below). ...
Working with the Social Tab
Integrating your CRM account with Social media, fosters communication with customers through social media that ensures real time data exchanges. While social media platforms offer you the opportunity to connect with several people, you need a CRM to ...
Setting up Social Tab
In order for you to start using Social tab, your Zoho CRM account must be configured with any or all of your organization's Facebook Pages or your Twitter handles. The configuration can be performed only by a user with Social Administrator ...
Social CRM - An Overview
Before you actually start selling, the first important rule of sales is to get to know your prospects well: what interests them, what kind of service they are looking for, etc. Today, one of the best ways to understand this is by following and ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...