Showing articles from Kirsten Karlsen

Why Should I Automate My Zoho Templates?

February 17th, 2020

You know how to create beautiful Zoho email templates, and you send them out to your clients as needed. But did you know you can automate emails using your templates?…


What are Zoho Templates, and Why Should I Use Them? 

February 12th, 2020

Zoho CRM allows you to create templates that help you streamline your processes and use consistent branding both within and outside of your company. Zoho templates are simply forms that…


How Do I Create a Business Card in Zoho CRM?

January 30th, 2020

Thanks to some recent changes, it is now even easier to use the Detail View to create a Business Card in Zoho CRM!   What is Detail View in Zoho CRM?…


Zoho CRM Quick Create Makes Creating Records Easy!

January 20th, 2020

It is now even easier to use the Quick Create in Zoho CRM thanks to some recent changes from Zoho! What is Quick Create? As the name suggests, Quick Create…