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This short guide shows you how to configure Hierarchical (multi-level) expense approvals in Zoho Expense, ensuring all your organizational expenses are reviewed and approved in the correct order based on predetermined reporting structure.
On your home screen, click on the settings/gear icon on the to...
If you just signed up for Zoho CRM and you would like to create and add your first lead, or you just want to import your existing leads into the system, this training guide will help you out as a first time user in navigating the Leads Module of Zoho CRM.
This guide shows you everything from o...
Handling customers and finances independently can hinder decision-making and lead to gaps between sales and accounting departments. Zoho addresses this issue by providing a smooth integration between Zoho Finance Suite and Zoho CRM.
This brief guide provides you with instructions on how to set up the...
Think back to the last time your sales and marketing teams tried to work together. Marketing launched a campaign that pulled in dozens of leads. Sales looked at the list and said, “These people aren’t qualified.” Meanwhile, those same leads were already chatting with competitors while both teams wer...
You remember how traditional businesses often purchase accounting software, install it on their computers, and then await licence renewals or data backups?
SaaS accounting is the complete opposite.