Recent Articles
How to get the FSM Service Report Attached to Deal/Account/Contact record on CRM
Seamlessly Attaching FSM Service Reports to Zoho CRM Service reports play a crucial role in tracking completed work, recording customer interactions, and ensuring smooth business operations. In Zoho FSM (Field Service Management), service reports ...
How to sync Outlook calendar to Zoho Mail
Go to Zoho Mail Settings and click Calendar > Synchronise > Outllook Calendar > allow and autheticate.
How to create Segments in Zoho Marketing Automation
Segmentation is a powerful tool that allows you to send targeted marketing messages to specific groups of contacts. In Zoho Marketing Automation, you can create segments based on a variety of criteria, including contact properties, campaign activity, ...
Logging into CBOS Fusion
How to login into CBOS Fusion for first time Step by Step Guide After you have installed CBOS fusion, please liaise with the CBOS team to create your CBOS Fusion user profile. After this has been confirmed as completed, click into that tab in Zoho ...
CBOS Fusion Overview
CBOS Fusion CBOS Fusion’s integration with Zoho CRM creates an efficient communication channel between Zoho CRM and construction project lead providers (including Barbour ABI and CIS). This integration enables your team to access all their data in ...
Popular Articles
Sending and Receiving Mail
Sending and Receiving Mail Sending Email Schedule Emails Attach Documents Get the sales context to your email communication by sending and receiving emails from right within the CRM. With the Mail Add-on, you can send Emails to ...
How to create Segments in Zoho Marketing Automation
Segmentation is a powerful tool that allows you to send targeted marketing messages to specific groups of contacts. In Zoho Marketing Automation, you can create segments based on a variety of criteria, including contact properties, campaign activity, ...
Automate your Business Process
Automate your Business Process The CRM offers various tools to automate repetitive actions in your business process and help you complete tasks quickly and effectively: Assignment rule, Workflows, Blueprint, Approval Process, Schedules, Actions, Case ...
CRM for Google Ads
CRM for Google Ads Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive ...
Results (Map and table features)
Navigating the results When you have entered the required search criteria (or clicked into a saved search), the results will appear on the map: To view the map only (after the search criteria have been entered), select the 'Results Only' button in ...
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