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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 on dropdown (currently selected All Leads)
Click on New Custom View
A new screen will appear.
Next step is ...
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 excellent opportunity for us to grow our network base with hands-on...
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 have a CRM in place or are on the verge of implemen...
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 CRM software? We are here, and luckily, we can help you distinguish which is ...
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 APAC community in person. Let’s discover how Zoholics power businesses of varied verticals!
Zoholics in India is...
Are you facing a warning message on your creator application? that says ” Are you sure you want to exit? Your changes will not be saved ” followed by two buttons “Yes” and “No”. If so, you need to rectify your creator code immediately because this is an additionally warning message added by Zoho Creator to notify the users about the accidental close of the window and to prevent data/change loss.
This is not...
Get the Best CRM Software to run your entire business and manage sales activities without hassles!
Not everyone would assume there is an abiding need for CRMs for small businesses. Many businesses are unaware of CRMs’ functionalities, and there is a misconception that CRMs are only designed for large corporations – but this isn’t true!
Entrepreneurs are certainly hustling, wearing many hats and looking for ...
We are glad to announce the integration between WhatsApp Business and Zoho CRM. Our Solution can allow you launch webhooks, run workflows, manage WhatsApp In/Out and all tracking in just on place in a friendly way. I think It’s awesome because it looks like so are starting to natively integrate different communication tools such as WhatsApp which of course it’s also saving you some money for third party a...
Zoho Software Services brings out-of-the-box applications with incredible benefits, becoming the most popular business service. It gives the greatest cloud-based Business Management Tools to take care of the most crucial aspects of companies across the globe.
Zoho Software offers the best-in-class cloud software solutions to manage and improve entire business processes. It has 45+ applications that are wid...
CRM (Customer Relationship Management ) systems have become an integral part of the business. They automate functioning for many processes and make data handling much easier. But when it comes to CRMs, Salesforce has acquired a vast user base, but not everyone has that much of a budget or requires that many features for their company. Some of you might have had some bad experiences with Salesforce, and that...
