Category: Zoho One Tip

10.14.21 02:08 PM Comment(s)

Zoho CRM Tip: Potential Stages and Stage History

The module named Potentials have started to roll out, for new customers, this being named as Deals by Zoho. It has also been called or renamed (by users, not Zoho) Opportunities. Regardless of the naming convention used, the functionality is the same. There are benefits to using Potentials, including a number of pre-built reports for Pipeline etc. being available and the Kanban function for organizing Views. Potential is the revenue opportunity associated to an Account/Contact. It is what you are hoping to sell to them. The Stage field is the primary field aligning Zoho to your sales process for reporting, forecasting and more. It’s recommended to customize this to align to the steps/stages in your sales process.

The Potential Stages:

As you work with a Potential, change their Stage until they are ‘Closed Won or ‘Closed Lost’. You can change the stage in the graphic or in the field. Your organization’s administrator can set the stages and probability in the Admin panel as well:

The Potential Stage History

See below how you can scroll down (also by clicking in Quick Link of the Related List on the left menu) to the content below the Potential profile and see the Stage History as you edit the Stage over time.

For more Zoho CRM Tips, stay tuned to our blog section. You can also contact us to schedule a free 1 hour session.

Questions on Renaming Modules?

Zoho CRM Video Tip: Renaming Modules – Delta Data Services LLC

Zoho CRM Video Tip: Renaming Modules

Delta Data Services

12.11.18 06:28 PM Comment(s)

Zoho CRM Video Tip: Renaming Modules

In the video below we present a Zoho CRM YouTube video tip about Renaming Modules. You can ‘rename‘ modules in Zoho CRM so that they better match the way you communicate at your organization. This video shows how to rename modules. Check it down below and don’t forget to subscribe!

If you have any questions on Renaming Modules or you need Zoho CRM help, contact us for your Zoho Consulting. We offer a free 1-hour consultation where we can start doing actual work too! We’re experts and ready to help!

Schedule a Free 1-hour session for help with Zoho CRM Modules

Zoho One Tip: Advanced Fields in Zoho Form – Delta Data Services LLC

Zoho One Tip: Advanced Fields in Zoho Form

04.30.22 11:58 AM Comment(s)

Zoho One Tip: Advanced Fields in Zoho Form

Zoho Forms provides a variety of form fields ranging from simple text boxes to complex formula fields. You can collect payments in your order forms, perform calculations, assign a unique ID to each form entry received, and do much more using the various fields available. In your form builder, Advanced fields list certain complex fields that help you perform calculations, collect Payments, capture digital signatures, and more. In this blog, we take you through the Advanced Fields of Zoho Form.

Open Zoho Forms, then click on the Advanced Fields Option.

Select from the Advanced Fields option pane. Here you will see fields such as Payment, Zoho CRM, Formula, Subform, Matrix Choice, Images Choices, Signature and Terms and Conditions.

Drag and drop fields from Advanced Fields option to the form.

When the field is added in the form, you can customize the settings here for the specific field. Then click Save.

You can use the side bar for Properties, Duplicate and Delete.

Advanced Fields in Zoho Forms take the form to the next level where you can choose from the complex option and incorporate into the form with a simple Drag and Drop. For more Zoho Forms Tip, stay tuned to our blog updates.

Zoho CRM Tip: Working with Views – Delta Data Services LLC

Zoho CRM Tip: Working with Views

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07.19.21 09:29 AM Comment(s)

Zoho CRM Tip: Working with Views

Views are an important way to slice and dice your data that are saved and you can come back to at any time. Where with filters, you can search for a criteria on demand, with the View, the search criteria are saved as a list and there are some important features of the Views such as syncing to Zoho Campaigns for example.

So Views can be used as your lists that you review regularly for specific criteria. There are default views and you can make custom views. You can come back to a View at any time.

Some default Views are:

All records
My records
Recently Created Records
Today’s Records
Converted Leads
etc.

See the screenshot below for where to find the Views in any module. In this example, we are showing the Leads module for Views.

This is what the window looks like when you edit or create a View. When you edit some of the default Views, you will be unable to apply criteria to them. All custom Views you create can apply criteria.

Available Logical Operators for Specifying Criteria

The logical operators available for use in criteria depend on the data type of the selected field

Depending on the field type and operator used, you may need to specify more than one value in the criteria for a custom list view.

In this blog we have showed you how to create or edit a View. For more Zoho CRM Tips, keep checking our blogs section.

eel free to contact us for your Zoho Home Tab support by clicking the button below!

Zoho CRM Video Tip: Custom Fields in Zoho CRM – Delta Data Services LLC

Zoho CRM Video Tip: Custom Fields in Zoho CRM

09.18.21 03:43 PM Comment(s)

Zoho CRM Video Tip: Custom Fields in Zoho CRM

In Zoho CRM, you can add new fields as per your needs. These fields will be available to all the users added to your organization’s CRM account and they can make changes to it as per the access given to them.

Types of Custom Fields

Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but not all fields can be changed from mandatory settings. These Zoho defined fields are mandatory in Zoho CRM. For example, Last Name in Leads, Subject in Tasks etc.
Set Field Access Permissions: You can hide the fields for users in a specific profile or mark the fields as Read Only.

To edit the Custom Fields according to your business requirements please follow the steps below:

Log in to Zoho CRM with Administrator’s privilege.
Click Setup > Customization > Modules and Fields.
Select the Module from the drop-down list.
In the List of Modules page, click New Custom Field.
In the New Custom Field page, do the following:

In the Select Field Type section, select the data type.
In the Provide Field Details section, specify the custom field details.

Click Save.

For visual elaboration and step by step instructions, you can go see the video above.

Schedule a Free 1-hour session for help with Zoho CRM Deals

Zoho CRM Video Tip: What is a Deal, anyway? – Delta Data Services LLC

Zoho CRM Video Tip: What is a Deal, anyway?

Delta Data Services

10.10.19 08:18 PM Comment(s)

Zoho CRM Video Tip: What is a Deal, anyway?

The Deal is also called Opportunity or Potential depending on your organization. I usually place the Deal module or tab in between the Leads module and and the Contact and Account modules. This is because, I look at a Deal as an in-between stage between the Lead and the Contact and Account.

In CRM, Leads are very ‘raw’ people you know. At the Lead stage, you have very little interaction with the people and you have not been able to get a sense of how much money you can make from those people. They have not been qualified or quantified yet.

When you know how much you think you can make if you win the Lead, it’s time to convert the Lead to a Deal, Contact and Account. The company on the Lead becomes and Account and the Lead’s first and last name become a Contact. The Deal is that in-between stage where you can now start to track the quantified possibility of a sale..

Learn More About A Deal!

Zoho One Tip: Introduction to Zoho Forms – Delta Data Services LLC

Zoho One Tip: Introduction to Zoho Forms

04.09.22 01:33 PM Comment(s)

Zoho One Tip: Introduction to Zoho Forms

Zoho Forms is a no-coding, drag & drop, online form builder used to create forms for every purpose. It provides you with a variety of customization options, supports task assignment, approval workflows and is also responsive to mobile browsers.

This walkthrough is to help you get started with creating a form using Zoho Forms. Follow the simple step-by-step instructions given below to build forms that perfectly match your requirements.

Go to Zoho Forms and click at the top right corner on the button ‘New Form’ to launch the form.

Enter the form Name and Description in the respective fields. Then click Create.

Basic and Advanced Fields are at the left side to choose from.

Drag Fields from the left into the form.

Click on Properties at the tiny functionality bar at the right side of the field, to edit the Field Properties.

You can customize the Field Properties accordingly.

To delete the Field, click ‘Delete’ at the right functionality bar.

Click ‘Delete’.

To go in depth with with Zoho Form integration with Zoho CRM, stay updated with the next Zoho Form Tip.

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Zoho One Tip: Is Zoho Sign Secure? – Delta Data Services LLC

Zoho One Tip: Is Zoho Sign Secure?

Delta Data Services

04.17.20 09:16 PM Comment(s)

Zoho One Tip: Is Zoho Sign Secure?

Zoho Sign is an essential tool for many businesses including in the insurance, health and financial industries for signing documents. Zoho Sign is a way for businesses to collect verified digital signatures on documents that will function as legal documents.

I’ve had a few people ask me if Zoho Sign is secure. The concern is that they don’t want their documents to be exposed to the public during transfer and get into the wrong hands who can then access private information.

The answer is that Zoho Sign is secure and on two levels that I want to address.

The first is that you can assign secure two-factor authentication on the documents to sign.
The second is that signers have the option to sign into a portal to access their documents.

I’ll show both levels of security below.

Portal Access to Zoho Sign Documents

I hope I have set you at ease that your documents in Zoho Sign can be authenticated and secured for your organization’s requirements.

Zoho Meeting To Rule Video Conferencing Market By 2029 – Delta Data Services LLC

Zoho Meeting To Rule Video Conferencing Market By 2029

03.17.22 11:25 AM Comment(s)

Zoho Meeting To Rule Video Conferencing Market By 2029

This Video Conferencing Software research report is an authentic merit-based data that gives insights and statistics of the market demand. It provides market insights based on data collection and analysis. The data covered in the Video Conferencing Software research report is gathered from validated sources such as news, press releases, documentaries, and trustworthy sources by using particular research techniques. The video conferencing market size is predicted to soar USD 9.95 billion by 2028 globally.

Zoho Meeting is a video conferencing solution that gives the facility of sending out invitation in up to 19 languages and users can schedule meetings in their suitable time zone. Businesses with vast global presence and remote workforce are the prominent users of video conferencing software and hence use Zoho Meeting to allow smooth communication between remote teams located worldwide. We can see the surging demand for video conferencing solutions healthcare, educational department and governmental institutions for personalized meetings, classes and webinars are some of the highlighted elements accelerating the demand for Zoho Meeting.

Zoho Meeting seem to be winning the race of video conferencing software with its worldwide expansion and provision of unique features. Zoho Meeting also provides a better social interaction platform as compared to voice calls as it offers features such as eye-to-eye contact and adding multiple team members. With the propelling expansion of companies worldwide, the need is immediate to configure a flexible, budget-friendly, and scalable communication network, which helps better interaction, team management, and decision-making. For complete Zoho Meeting set up and integration, feel free to contact us.