Zoho Help Resources

Zoho Help Resources

Zoho Corporation provides a lot of resources for each of it's products. Please find some of the useful links below:

Zoho CRM:

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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 ...