How-to Videos

Use Assignment Rules to automate the lead distribution process for reps based on specific lead information.

Automate the submission of records for approval. You can do so by specifying criteria based on which records will be sent for approval.

Prioritize your records based on Scoring Rules. They help you work on records that matter to you most and use your time wisely.

Keep your CRM data clean by blocking the incompatible and irrelevant data even before it can enter the CRM.

Make the layouts dynamic using Conditional Layouts. This makes creating a record a clutter-free and less confusing experience.

To save you from the manual copy and paste routine, build email templates and send personalized emails to multiple recipients

Establish database relationship with linking modules. This will help you keep track of how data in your CRM is interrelated.

Associate multiple line items to a record using subforms. They are secondary forms or tables, which is part of a primary form in Zoho CRM.

Switching to Zoho CRM? Migrate your business data to the new system accurately with very minimal manual work.

Import bulk records into various modules of Zoho CRM effortlessly.

Watch this video to get a quick overview of GDPR, its possible implications to your business, and a sneak peek of what Zoho CRM has in store for you.

Learn how you can enable the GDPR compliance settings for your Zoho CRM account and how you can apply a lawful basis to process the personal data.

Make sales fun through gamification. Gamescope in Zoho CRM is designed to make sales more exciting for sales teams.