Get real time Leads data

Creating a New Chart in Zoho CRM for Tracking LeadsLearn how to create an essential chart on your Home Page Dashboard for ‘Leads in Progress’ – be on top of…

How do we get accurate lead reports when converting to a client changes the analytics? See our minute video here.

Using Zoho Advanced Filters in CRMYou can work in the Leads module to find leads with a phone number and an email address. Here’s how: On the left of the…

How to Change the Business Card View in a ModuleIn a module, such as Deals/Opportunities, there are related fields at the top of a record. These can be adjusted to…