Mastering Module Customization in Zoho CRM: How to Add and Edit Fields Like a Pro

In the fast-paced world of client management, keeping your meetings organized across platforms is essential. Imagine scheduling a client meeting on your Google Calendar, only to realize later that it doesn’t appear in your CRM — leaving your team in the dark.

Email is at the heart of every customer relationship. But if your sales and support conversations live only in personal inboxes, you’re missing a key opportunity for collaboration and visibility. By configuring your email inside Zoho CRM, you bring every conversation into one shared system—allowing your entire team to see ...

When you’re working in Zoho CRM, every second counts — especially when managing multiple leads, contacts, and deals. The Record View is where you’ll spend most of your time, and understanding how to optimize it can dramatically improve your efficiency. In this session, we explore Record View Options in Zoho ...

Managing leads, contacts, and deals efficiently requires more than just storing data — it’s about connecting every interaction in one place. That’s where Related Lists in Zoho CRM come in. In this session, we’ll explore how Related Lists help you organize notes, activities, attachments, and communication history for every record. ...

As your CRM grows, it’s easy for things to get cluttered. Extra modules pile up, unused sections linger, and before long, your workspace feels overwhelming. The good news? With just a few clicks, you can organize your modules so your system works for you—not against you.

Dashboards are one of the most powerful tools for quickly accessing the information you need each day. Instead of digging through reports or multiple screens, a well-structured dashboard brings key insights right to your fingertips. In this session, we’ll walk through how to create, customize, and share dashboards—so you can ...

In this guide, we’ll explore the basic modules inside Zoho Recruit and how they form the foundation of your recruitment process. Modules in Zoho Recruit are like buckets of information. Each one organizes a different aspect of your hiring process, from job openings to interviews. When you understand how they ...

Today we’re diving into a powerful feature inside Zoho Recruit that can make your hiring process more organized and efficient: field customization. Every business has unique needs when it comes to recruitment. The information you track, how you structure it, and how it connects to other tools all impact how ...

Recruiting is all about keeping track of countless moving pieces: candidates, job openings, interviews, hiring managers, and more. Without the right system in place, details slip through the cracks, miscommunications happen, and efficiency suffers. That’s where Zoho Recruit’s related lists come in. Related lists connect different modules inside Zoho Recruit ...

Finding the right candidate isn’t just about resumes and interviews—it’s also about creating a consistent and objective way to evaluate applicants. Zoho Recruit’s assessments feature is designed to help recruiters do exactly that. By setting up pre-screening assessments, you can automatically score responses, qualify candidates, and save valuable time in ...

In today’s fast-moving digital landscape, consistency is key. Posting regularly across multiple social media platforms is no longer optional—it’s essential for building trust, visibility, and engagement. Yet, juggling different platforms can quickly become overwhelming. That’s where Zoho Social comes in.

When working inside a CRM, efficiency and organization are everything. Instead of manually sorting through endless records or sending one-off emails, your CRM offers powerful tools to help you streamline the way you manage data and communicate with clients. Two of the most important features you can leverage are list ...

Simplify Leave Management with Zoho People—Your Policies, Your Way. Managing employee leave can quickly become complicated without the right system. Paid time off, sick leave, maternity leave—each comes with its own rules, entitlements, and eligibility requirements. That’s where Zoho People makes life easier.

How to Use AI Securely: 8 Best Practices to Protect Your Business Data AI tools like ChatGPT, Claude, and Gemini are transforming the way businesses operate—offering speed, creativity, and automation like never before. But with all the benefits comes one critical challenge: security. Every day, employees feed personal details, client data, ...

Automation Turned Junk Leads Into Profit Running a thriving clinic isn’t just about offering great services—it’s about ensuring no opportunity slips through the cracks. For James, who owns a successful laser hair removal business in Canada, one overlooked detail was quietly draining his revenue: missed follow-ups on leads. Like many ...