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In this tutorial, we’ll learn, How We Can Add Notes & Attachments to Leads, Deals & Contacts in Zoho CRM?
For Example: We want to add Notes and Attachments in a Lead.
In Leads Module, Open any Lead in which you want to add notes and attachments.
From the Top Left corner, click on Notes
From here, you can add any notes to this Lead. You can add title. You can attach any file with this Notes.
After ad...
Today, more people are turning away from traditional business management processes toward one operating system to get whatever they want on the go. Hence Zoho One has become a fantastic software for those willing to manage business processes and on-demand tools. It is a Cloud Software Suite and SaaS Application that helps manage your business without hassles.
So, here is a question: Is Zoho One Software wo...
![What is a KPI Dashboard? [Updated Guide]](/_next/image?url=https%3A%2F%2Fapi.kgcrmsolutions.com%2Fwp-content%2Fuploads%2F2022%2F12%2FWhat-is-kpi-dashboard-how-its-useful..png&w=1920&q=75)
Are you wondering What is a KPI Dashboard? and how the KPI Dashboards are helpful for your business? No Worries, you have come to the right place!
KPI is a Key Performance Indicator that helps to monitor metrics and evaluate business performance to make data-driven decisions. KPI Dashboards help to unite data sources and get a glance of visual feedback on your business performance with advanced KPI tools.
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Many users asked this many times, “How can I create custom forms and reports using widgets”. Depending on how the question is perceived, the answer is, “You can make your customized bar chart or pie chart based on the data with easy-to-use software tools.
However, you can show arbitrary HTML in a widget that embeds complete reports. This blog will discuss using Widgets to create custom forms and reports in ...
Accounting software should have invaluable capabilities for any business, regardless of size or industry.
Choosing well-performing accounting software is quite a challenge! Accounting is the practice of recording and communicating all financial information.
We at KG CRM SOLUTIONS provide the Best Accounting Software with the right and ideal features for your organisation to manage internal and external aud...
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 form then it will show the form for only Pre-interview form Inst...
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 to be paid with taxes, Click on Update.
It will ask you to add payment method like online ...
Wondering how to import leads in Zoho CRM? This blog will show you how we can import leads in Zoho CRM.
You can import leads in two ways
1) From Files 2) From CRMs
For now, you’ll be expo...
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 no emails.
In the filter’s search field, type Email to quickly get into it, otherwise, you c...
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 or remove any field in the view.
After selecting/unselecting desired fields, click Save.
You’ll see updated view with f...
