Help Videos
Actions- Email notifications
Setting up email notifications Help guide Setting Email Notifications
Actions- Functions
Associating functions for automating sales and marketing activities Help guide Associate Functions
Actions - Webhooks
Creating Webhooks Help guide Creating Webhooks
Business Hours
Define the business hours and various shift hours of your organization Help guide Manage Business Hours Create Shift Hours Add Holidays for Different Shifts
Fields in Zoho CRM
Manage and customize different fields in your CRM account. Help guide Field level customization Customizing fields
Assignment Rules
Assign records to appropriate users using Assignment Rules Help guide Setting up Assignment Rules
Webform Analytics
Analyse, measure and enhance your webforms based on various metrics in Zoho CRM Help guide: Webform Analytics
Webform A/B testing
Compare and A/B test different versions of your webforms in Zoho CRM Help guide: Webform A/B Testing
Review process
Verify information that enters your CRM system Help guide: Review Process
Manage your CRM data using modules and layouts
Structure your CRM data using modules and layouts in Zoho CRM See also: Customizing Modules Customizing Page Layouts
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 ...