Some users cannot access Zoho CRM records or modules because their profile permissions, record-sharing settings or teamspace membership do not provide the required access. A user may have permission to open a module but still...
Blog categorized as Zoho Creator
Why Are WhatsApp and Phone Leads Not Being Tracked in Zoho CRM?
26.09.26 03:50 PM - Comment(s)
If WhatsApp enquiries and phone calls are coming in but are not being tracked correctly in Zoho CRM, the issue is usually with the communication integration, lead creation process, phone-number matching, or call logging configuration.
A WhatsApp conversation or phone call does not automatically mean ...
Is Zoho Mail Safe? A Complete Security Review for 2026
26.08.26 03:15 PM - Comment(s)
Is Zoho Mail safe to use? Explore encryption, 2FA, data centers, spam protection, and real security risks, plus tips to keep your Zoho inbox secure.
Many businesses invest in Zoho CRM hoping it will organize their sales process, improve customer relationships, and increase revenue. However, buying the software is only the first step. The real challenge is setting it up correctly.
At this stage, businesses often face one important question: Shoul...
Zoho CRM Integration with Zoho Desk
21.04.26 11:24 AM - Comment(s)
Integrate Zoho CRM with Zoho Desk to connect sales and support, improve customer data visibility, and deliver faster, better service
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