Hero Technical Solutions

Video: Zoho CRM Follow Up Workflow

By Kai Harris

In the previous video post, we offered tips for managing follow-up, and staying on top of your deals. Now, we have created another quick video to specifically demonstrate the process of creating workflows through Zoho CRM, which will enhance and automate your follow-up proce...
08.09.17 12:01 AM - Comment(s)

Workflows in Microsoft CRM 2011 on More Than 250 Records

By Kai Harris

On a number of occasions I've built workflows that had to be run against large quantity of records in Microsoft CRM 2011 - far over the maximum page limit of 250 records.  That has meant creating a view where records won't show up once they've been processed, and waiting a few minutes in betwee...
14.03.13 11:39 AM - Comment(s)