Tutorial – Rename Zoho CRM Tabs

Rename Modules

Did you know you can rename Zoho CRM Tabs (a/k/a modules)? The module will still work the same, only now it uses the terms that are familiar to your staff. This feature is useful to align the database system to your business process. Some examples are: Rename Accounts to Companies Rename Potentials to Opportunities Rename Cases to Services. Tabs can be renamed in any edition; you’ll need administrator privileges to make the change. […]

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Zoho Survey: A Shiny New Tool in the Zoho Toolkit

Zoho Survey Rounds out the Zoho Toolkit

Zoho Corp. has added another app to it’s ever-growing roster of SMB tools, Zoho Survey. I’ve been a devoted SurveyMonkey user for some time and I was skeptical that Zoho’s survey tool could be as feature-rich or as user-friendly. Except for a couple of quibbles, I’m duly impressed. Here are some of the features that I particularly like: Nice interface: Surveys are easy to build, and look great. Comprehensive: There’s a broad variety […]

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Tutorial – Organize Zoho CRM Tabs with Groups

Tab Group Details

Group tabs is a handy Zoho CRM feature (Enterprise edition); use it to manage user access to the various modules. Using Group tabs, only the relevant tabs (aka Modules) will be available to the users who need them, based on their profile. For example, assign only sales-related tabs to the inside sales team. Here’s how: Go to Setup > Customization > Tab Groups. Click Create Tab Group. Step One Enter a Group Name. Select the tabs from the Available List. Use […]

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Zoho – Day three – Zoho CRM

Our 2nd full day of sessions was focused on Zoho CRM and was jammed so full of information that I can only share a small portion of what was covered. “CRM is everything you know, about everyone you know . . .and what you  are planning to do about it.  – Peter Coy Peter’s comment perfectly captures both the simplicity and the importance of customer relationship management. Peter Coy To […]

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