Deluge
Office365 Error: Unable to get SMTP email
During MS Outlook or Office 365 integration via IMAP-OAUTH or POP3-OAUTH protocols, if you encounter the following errors, please follow the respective steps to resolve them. Error: Unable to get SMTP email Steps 1. Log in to Microsoft 365 admin ...
Analyics - Query to show current and previous CRM deal stages
Create a query table called Stage History Ordered first with the following query: select row_number() over(partition by "Deal Name" order by "Modified Time" desc) as 'Row', "Stage History"."Deal Name" as 'Deal Name', "Stage History"."Stage" as ...
Two-factor authentication bypass(outloook)
1.The first step is to ensure that your outlook admin has app-specific passwords enabled. If not asking them to quickly log on and change it in a security setting. i. Open outlook admin home page ii. Click on the profile icon ...
Event & Contact Sync between Office365 & Zoho CRM
Connect your Meetings & Contacts between Zoho CRM and Microsoft Office 365. in Office a new calender's is created called Zoho CRM, which you'll need to overlay in your Outlook. Events DO NOT sync to your personal calendar. The same applies to ...
Zoho CRM for Outlook Add-In keeps disabling
Why does this happen? - Microsoft has some security measures in place to prevent slow add-ins from running inside Outlook. The issue is however that in many cases add-ins without fault are mistakenly marked as slow and disabled by Outlook, and if ...
Email Templates
How Can I... Create an email template Organize email templates Preview email templates View template analytics Sort and search email templates Working with template folders Using email templates Communicating with customers is an important activity ...
Multiple Currencies
The multi-currency support in Zoho CRM helps you to handle business transactions in the global marketplace easily. If you regularly deal with international clients and vendors, then Multi-Currency will facilitate international buying and selling. ...
Blueprint Handbook Kit
What this kit contains: - Video: Blueprint - An Overview - A printable handbook on designing a Blueprint, complete with top FAQs. - A step-by-step tutorial on how to design and execute a Blueprint. - A quick slide deck on sample process ...
Round-robin Assignment of Records
Prerequisite: You must create a permanent record in the specific module, leads in this case and assign that record to the first user in round-robin. Here’s how you add this custom function to your CRM account: Go to Setup>Automations>Actions >Custom ...
Zoho CRM Record View in Internet Explorer Stuck on "Loading" related lists.
When launching Zoho through Internet Explorer 11, and opening a record, the related list are stuck on a "loading" message. To resolve, go to IE 11 Settings (top-right, under the little radar symbol), select Compatibility View Settings and add ...
How to Use Check-In
In Zoho CRM, sales managers and sales reps can manage their work-related visits easily with the help of check-ins from the Zoho CRM mobile app. A check-in from the Zoho CRM mobile app is always associated to an event. When you check-in from a ...
Scheduling & Exporting Reports
Schedule Reports You can automatically send reports to your colleagues, executive management and non-Zoho CRM users by scheduling the desired reports daily, weekly, monthly or yearly. Once the Report scheduler is configured, specified reports will be ...
Sticky Notes in Zoho CRM
Sticky notes in Zoho CRM are a great way to quickly jot down details about a call, a task or any other information that needs to be easily accessible. These are personal notes and not visible to other users in your CRM account. Sticky notes are ...
Create A Customized Home Page
You can customize the Home page for users based on what you want them to look at once they log into Zoho CRM. You can share this Home page with multiple roles and this will become their default home page, each time they log in to Zoho CRM. They can ...
Creating and Using Blueprint
Introductory YouTube video showing you how to create & use Blueprint in Zoho CRM.