B2B Client

How to setup and Synchronize ZOHO with Outlook

Setting up ZOHO for Outlook – Download plugin Please login to your ZOHO Crm and go under Setup (top right) Click on Apps & Add-ons Click on third tab Other Apps Select Plug-in for Microsoft Outlook ‘Choose your Microsoft Outlook Version’ Select – Microsoft outlook 2010 & 2013 32 bit (or whatever version of outlook […]

Client Zoho CRM

Setting up your HTML signature in ZOHO CRM

Log into ZOHO CRM at Click on Setup on the top right hand side of the page Click on Personal Settings Scroll down to Signature area and click on add Type in your signature (or click on Edit HTML button and paste your html and click on Save)