Stay updated with the latest insights, tips, and news about Zoho CRM and business automation
The comparison of the Best App Development Software 2022 to create stunning high-quality mobile and iOS applications for your business: Application Development Software is an application that assists you with the app development process by providing advanced functionalities, including IDE, code-free or low-code developments, insightful templates, API, Data synchronization and Analytics. The software will help …
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 …
How to Add Notes & Attachments to Leads, Deals & Contacts in Zoho CRM? Read More »
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 …
Zoho One – The One Operating System To Grow Faster! Read More »
![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 …
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 …
How To Create Custom Forms And Reports Using Widgets Read More »
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 …
Top Five Features Of Zoho Books – Best Accounting Software Read More »
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 …
