CRM Toolkit | User Guide

Welcome to the User Guide for CRM Toolkit for Zoho CRM. This series of videos will help you ensure you get the most of the tool. If you need any help, please use the form to submit a request and our team will be happy to help further.

Edit an address in a record

In this video, we show Zoho CRM Users how to use CRM Toolkit to edit existing addresses in a CRM record. The guide uses the Contacts module, but the process and interface is the same for any module (including custom modules) in Zoho CRM.

Create an address in a record

In this video, we show Zoho CRM Users how to use CRM Toolkit to create a new address in a CRM record. The guide uses the Leads module, but the process and interface is the same for any module (including custom modules) in Zoho CRM.

Using Email Validation

In this video, we show Zoho CRM Users how to use CRM Toolkit to validate email addresses in a record.

Need Help?

Hopefully, you found what you needed to help with CRM Toolkit, but if you need extra guidance, just let us know using the form below.