Articles

 Can I convert a Lead to Potential without creating an Account?

No. Converting a Lead to Potential by default always creates an Account and a Contact (as in a...

 Can a lead be assigned to multiple campaigns?

Yes. You can assign a lead or contact to multiple campaigns. Here is how you can do it: In the...

 How can I set up an Email account to share all customer emails with other users?

You can set up an email account to share all customer emails with other users by following the...

 How to automatically assign Leads to different users?

Lead Assignment Rules can help you automate the process of assigning the leads to the CRM users....

 How to group records?

In Zoho CRM, you can group records in using List Views. Each module has some standard list views...

 How to link my existing Zoho CRM account with Google Apps?

If you already have a Zoho CRM account and Google Apps account, you can easily integrate...

 What browsers do you support?

Zoho CRM supports the following browsers: Internet Explorer 7 and above Firefox 3.0 and above...

 What is CRM software?

ZOHO CRM is Customer Relationship Management software offered by ZOHO Corp. CRM software helps...

 What is the difference between a Lead and Contact?

Leads are raw details about individuals or representatives of organizations collected from trade...

 When can I convert Leads?

A lead is a prospective customer interested in purchasing your organization’s products or...

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