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Zoho Basics
Hi there, in this article we will give a brief overview what is Zoho and what we can do with it :) Zoho is an all in one web-based business management platform. It includes more than 35 different applications including: Zoho CRM - to manage all your ...
Before sending your first Zoho Campaign
Here is a checklist to go over before sending your first campaign in Zoho Campaigns: Make sure you have a proper list Ensure that the footer information is proper: First make sure that your message about how you know the recipient is correct. You ...
Transferring Ownership in Zoho Sites
As an admin user you can manage all other users. If one of your users created a Zoho Site and didn't invite you to be a contributor, that site will not be visible in your account. However you can always transfer the ownership of the site to yourself. ...
Change Button Color in Zoho Campaigns
In order to change button color in Zoho Campaigns: Select the button Click Button Background color button on the top menu to select the color: Zoho's icon for this button deviates from the conventional background color button (Bucket with a drop to ...
Update CRM Records using Zoho Forms
Create a form using Zoho Forms. - read more here. Make sure all fields in Zoho Form have corresponding field in Zoho CRM, if some fields are missing, add necessary fields in Zoho CRM. Not you should have admin privileges to be able to add new custom ...