How to Schedule a Meeting in the CRM

• Related Articles

• Getting started with Zoho Meeting

  Where can I download the latest version of Zoho Meeting? You can download the latest version of Zoho Meeting here. You can also start or join meetings using your web browser.   How do I use Zoho Meeting? Follow this article to learn about the basic ...

• Understanding Notes in CRM

  Notes allow you to communicate broadly within your organization by attaching messages to contacts, companies, deals, and other records. Notes can be organized using titles, can be used to tag team mates, and can store attachments.  For more ...

• Introduction to Zoho CRM

  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 ...

• Managing CRM Account Settings

  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 ...

• Merging Records in the CRM

  BluMortgage recognizes unique contacts based on an email. A lot of times, when an email for a contact is not present, the CRM will associate duplicates as unique contacts - even if they have the same first and last name.  The video below shows you ...