How-to Videos

    Learn when and how to use different features in Zoho CRM

    Scoring Rules

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

    Conditional Layouts

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

    Email templates

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

    Gamescope

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

    Validation Rules

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

    Interlinking Modules

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

    Data Migration

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

    Data Import

    Import bulk records into various modules of Zoho CRM effortlessly.

    Subforms

    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.

    Assignment Rules

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

    Approval Process

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

    GDPR Overview

    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.

    Handling Data Processing Bases

    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.