Blog tagged as How-to Guides
Locations in Zoho Books allow you to track transactions, inventory, and reports separately for different branches, warehouses, stores, or offices all under the same organization.
Go to Settings (top-right)
Select Preferences
Click General
Enable Locations
Click Save
Converting leads is one of the most important steps in any sales process. In Zoho CRM, lead conversion allows you to move a prospect from the Leads module into actionable records such as Contacts, Accounts, and Deals, ensuring your sales pipeline remains accurate and well-organized.
This quick traini...
Expense Policies in Zoho Expense define the rules and controls that determine how your employees submit expenses in your organization. These policies help ensure that all expense claims comply with internal guidelines, budget limits, and regulatory requirements before they are submitted for approval...
Receiving inventory is a critical step in keeping your stock levels accurate and your business running smoothly. In Zoho Inventory, receiving items ensures your records match what's physically in your warehouse, helping you avoid stockouts, overstocking, and o...
Zia AI is like your personal assistant built right into Zoho CRM, ready to help you make sense of your data, predict what’s coming next, and take care of those everyday CRM tasks. Instead of spending time sifting through reports, trends, or customer behavior, Zia AI quietly works in the background t...