How to Import Contacts in Zoho CRM
How to Import Contacts in Zoho CRM Updated on: Here’s how to import contacts into Zoho CRM. 1.Open the Contacts module. 2. Click the More Options menu. 3. Select Import Contacts. 4. Choose the Import File. 5.After uploading the file, click Next. 6.Select the required details and go to the next page. 7.Complete the Field […]
How to Export Leads From Zoho CRM
How to Export Leads From Zoho CRM Updated on: Here’s how to export leads from Zoho CRM. 1. Open the Leads module. 2. Click Action. 3. Select Export Leads. 4. Choose the required Export Details. 5. Review all selections and click Export. Need accurate B2B data? Get 150M+ verified leads today for smarter prospecting. Sign […]
How to Create a Report in Zoho CRM
How to Create a Report in Zoho CRM Updated on: Here’s how to create a report in Zoho CRM to analyze your data effectively. 1.Open the Reports module. 2. Click Create New Report. 3.Select the Primary Module and click Continue. 4. Choose the Related Module and click Continue. 5. Edit the Report Details as needed […]
How to Access Trailhead in Salesforce
How to Access Trailhead in Salesforce Updated on: Here’s how to access Trailhead in Salesforce to learn new skills and features easily. 1. Go to https://trailhead.salesforce.com and click Sign Up. 2. Choose Salesforce as your sign-up method. 3. Enter your single-use code when prompted. 4. Click Continue to Trailhead to complete the process. Need accurate […]
How to Export Contacts From Zoho CRM
How to Export Contacts From Zoho CRM Updated on: Here’s how to export contacts from Zoho CRM. 1. Open the Contacts module. 2. Click Action. 3. Select Export Contacts. 4. Choose the required Export Details. 5. Review all selections and click Export. Need accurate B2B data? Get 150M+ verified leads today for smarter prospecting. Sign […]
How to Enable Field History Tracking in Salesforce Lightning
How to Enable Field History Tracking in Salesforce Lightning Updated on: Here’s how to enable field history tracking in Salesforce to monitor data changes: 1. Go to Setup and open the Object Manager. 2. Select the Contact object. 3. Click on Fields & Relationships in the left panel. 4. Click Set History Tracking. 5. Select […]
How to Create Email Template in Zoho CRM
How to Create Email Template in Zoho CRM Updated on: Here’s how to create an email template in Zoho CRM. 1. Open Setup. 2. Under Customization, select Templates. 3. Click New Template and choose the desired Module. 4.Select a Template layout. 5. Enter the Template Name and Template Subject. 5. Review the template and click […]
How to Delete Tags in Zoho CRM
How to Delete Tags in Zoho CRM Updated on: Here’s how to delete tags in Zoho CRM to keep your data organized. 1. Select any Module. 2. Choose a Lead record. 3. Click the Tags option and select Remove Tags. 4. Choose the Tag you want to remove and click Remove. 5. The Tag is […]
How to Add Email Signature in Zoho CRM
How to Add Email Signature in Zoho CRM Updated on: Here’s how to add an email signature in Zoho CRM. 1. Open Setup. 2. Under Channels, select Email. 3. Scroll down and click Add New Signature. 4. Enter your Email Signature and Email Address. 5. Review all details and click Save. Need accurate B2B data? […]
How to Add Contacts in Zoho CRM
How to Add Contacts in Zoho CRM Updated on: Here’s how to add contacts in Zoho CRM. 1.Open the Contacts module. 2. Click Create New Contact. 3. Enter the Contact Information. 4. Fill in the Address Information and Description.. 5. Verify all details and click Save. Need accurate B2B data? Get 150M+ verified leads today […]