The conditional layout plays a vital role in Zoho CRM. It manages dependency between fields in layouts You can have a look here. For Instance: In The Lead information the particulars required for Interviewers may have a different dependency on the interview type- Pre-interview form or a Post-interview form. If you will Choose the Pre-interview …
In this tutorial, we’ll learn, how we can renew subscription of our Zoho account. Basically, you’ll have to go to your Zoho Account Then go to Manage Subscription At this page, you’ll see your renewal date, and a “Renew Now” button, click on this button. It will show you the further billing details and amount …
Wondering how to import leads in Zoho CRM? This blog will show you how we can import leads in Zoho CRM. The Leads in your file can be easily imported into your CRM account. Just follow these steps to import leads: Go to the Leads Module. In this module, From the Dropdown menu under Create …
This tutorial will show how we can filter leads or contacts based on specific criteria in Zoho CRM. Criteria can be different, but the process will be the same. You can apply filters on any module, no matter it’s Leads or Contacts or any other module.Example: Let’s suppose we want to find Leads which has …
In this tutorial, we’ll see , how we can add or remove columns in a view. Here is the view Leads Module, all the leads are listed out here. To add or remove Leads, click on icons in top right corner marked below. Click Manage Columns From the Manage Columns dialogue box, you can add …
In this tutorial, we’ll learn, how we can create custom views in Zoho CRM on the basis of specific criteria. In this module, we’ll be working on is, Leads to show you the process. You can use same process on any module of your choice too. In the Leads module, from top left corner, click …
We attended the MEGA Event “ZOHOLICS In India” to hear about the latest Zoho Solutions. KG CRM SOLUTIONS exhibited their Business Management Platform at the Zoholics India conference on 9th and 10th November 2022. This magnitude occurred after a delay of 3 years, which assisted all attended about the future innovations. Zoholics has been an …
A Grand Event Of Zoholics In India To Meet The Zoho Leaders & Partners Read More »
As a consulting firm, customers are the lifeblood of your business. Therefore, acquiring and delighting them with your services is essential to retain relationships. If you are trying to retain customer relationships manually, lower your overhead costs and want to expand your business, then your CRM needs to fulfil your required business needs. Whether you …
Benefits Of Hiring The Best CRM Consultants In India Read More »
With the Best CRM Software in India – say goodbye to your manual sales processes. Finding the best CRM software in India – Punjab can be difficult because there are many different CRMs, and more competitors appear yearly. Today we have far more options than the average customer could handle. So if you’re wondering, what’s the best …
We are pleased to inform you that KG CRM SOLUTIONS will be part of Zoholics this year in India. Our experts are over the moon to meet the enthusiastic Zoholics team after a very long time. Nothing excites our experts more than this conference, where we will get the chance to meet the vibrant Zoho …
Zoholics India – An Annual Conference To Turn Your Ideas Into Success Read More »
