Team Collaboration
Box
Box for Zoho CRM lets you share files and collaborate with your team to accelerate your sales cycle. Using the Box extension, sync, share, access, and manage all files associated with CRM records. Note: Please note that the Box extension for Zoho CRM ...
Zoho CRM的eSign扩展程序
数字签名或电子签名，可确保消息的内容在传输过程中不会被修改，并有助于防止被冒名和篡改。数字签名还会提供诸如消息来源、状态以及签署人同意等其它信息。 Zoho CRM的eSign扩展程序，它能够帮助您将文件发送给Zoho CRM中的联系人或线索以进行数字签名。使用这个扩展程序，您可以直接从Zoho CRM得到您的文档的数字签名。 安装此扩展程序后，会创建3个自定义模块。 eSign Process: 捕获发送文件进行签名的日期和时间以及签名状态的详细信息。 eSign Documents: ...
OneNote
The OneNote extension enables the features of OneNote within Zoho CRM. Whenever you talk to leads, contacts, deals, or internal employees, you can quickly make a note of it. These notes can be easily added to OneNote from Zoho CRM with just a few ...
Trello
Trello is a task management application that helps you visualize, organize, prioritize, and plan your projects better. It lets you create boards, lists, and cards for your activities or projects and invite your coworkers to work on it together. These ...
Microsoft Exchange - Administrator Guide
Microsoft Exchange is email and calendar server software that comprises a collection of applications for digital messaging and collaboration. The applications include email services, scheduling events, contact management, task management, messaging, ...
Zoho Vault for Zoho CRM
Zoho Vault is an online password manager for teams and organizations. Zoho Vault can securely store and remember all of your passwords. This is an absolute necessity for anyone who needs to share sensitive information securely. The Zoho Vault ...
HubSpot for Zoho CRM
With the HubSpot extension for Zoho CRM, you can view existing contacts from HubSpot in Zoho CRM. You can also add contacts and leads to HubSpot from Zoho CRM. This integration makes it easier to synchronize contacts (and leads) between HubSpot and ...
Microsoft Exchange - User Guide
In the Microsoft Exchange extension for Zoho CRM, only the administrator can manage all the settings options. The users are restricted to the following actions: Authorize the extension Access the extension dashboard Access emails Update the account ...
Remote Sales Office
When your team is working from the same office, it is easy to walk up to the coworkers and discuss important details or inform them about a client visit, you can also gather them for a quick meeting. However, when your team members are working ...
Converse for Zoho CRM
The Converse extension for Zoho CRM lets you build a conversation by creating posts and allowing others to comment and reply to them within Zoho CRM. This extension acts as a platform to let know the team members on the requirements of every lead 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 ...