Popular Articles
How Do You Manage Customer Payments and Receipts in Zoho Books?
Zoho Books lets you record, apply, and reconcile payments received from customers against invoices, both manually and through online gateways. Record a Payment: Go to Sales → Invoices → Open an Invoice → Click Record Payment. Enter the amount, ...
1. Where can I view the closed sales activities like tasks, calls, and meetings associated with a record?
The Closed Activities related list displays all the closed activities like tasks, calls, and meetings related to a record. You can customize the Closed Activities related list to display up to five fields in addition to the mandatory fields.
How to Avoid and Merge Duplicate Leads in Zoho CRM?
Duplicate leads can clutter your CRM and create confusion in your sales pipeline. Zoho CRM offers smart tools to help you identify, prevent, and merge duplicate records seamlessly. Step 1: Enable Duplicate Check in Zoho CRM Go to Setup (gear icon in ...
When Should You Use Reorder Levels and What Happens If You Don’t?
Reorder levels in Zoho Inventory act as your automated low-stock alert system—and skipping them can cost you sales, time, and peace of mind. What is a Reorder Level? It’s a set threshold for each item that tells the system: "Hey, you’re running ...
What Role Does the Gantt Chart Play in Effective Project Planning in Zoho Projects?
The Gantt Chart in Zoho Projects is more than just a timeline—it's a visual project management tool that connects planning, dependencies, delays, and adjustments all in one interactive space. Here’s what it brings to your workflow: Clear Visual ...