What is CRM? Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and ...
Change Personal Settings You can change your personal details such as name, phone number, website, date of birth, address, language, time format, time zone, etc. To change personal details: Open Zoho CRM (BlueMortgage) Go to Setup (Gear Icon near top ...
DO NOT EDIT EXISTING REPORTS - These may be used by other users and if you edit them the data will not be accurate. Always create a new report and only work on your own reports. Best practice is to make your own folder and only create and edit ...
Browser Extensions The browser extensions of Zoho Vault help you auto-fill passwords, automatically log in to websites and applications, add new passwords, and much more. These extensions help you with most of your password management operations, ...
Zoho CRM stores a variety of personal information that allows you to customize the system to your preferences. For a more in depth discussion of personal settings see this article by ...