By Bob Ritter

The Zoho CRM add-in for Microsoft Outlook allows you to view and manage your CRM data directly from your Outlook inbox. With this add-in, you can: Add leads or contacts Add notes to CRM records Create new activities for leads or contacts View campaigns associated with leads or contacts Convert leads Associate emails with leads, … Continue reading “Syncing Outlook Email and Zoho CRM: Step-by-Step Process”

By Bob Ritter

Managing your customer data efficiently is crucial for any business, and Zoho CRM makes it easier than ever to export and import data seamlessly. Whether you want to back up your information or streamline your lead creation process, here’s a comprehensive guide on how to do it with Zoho CRM. Exporting CRM Data 1. Export … Continue reading “A Comprehensive Guide to Data Export, Import, and Storage in Zoho CRM”