Community Digest - October 2017

Community Digest - October 2017



Hello! 

We are back again with the gist of all that's been happening in the world of Zoho CRM the past month. October's edition of the Community Digest encompasses useful CRM hacks, tips and tricks, custom functions, and more.

Community Learning Series:

Ask the Experts:

Thank you, awesome members, for the fantastic participation in "Ask the Experts" session. The session was centered around 'user management in Zoho CRM'. Our experts enjoyed fielding over 100 questions for the 3rd consecutive month from you all! Keep them coming every session!

Community meetups:

We kickstarted the offline community meetups in India set around various topics around CRM, with the first series focussing on 'Customizing Zoho CRM'. While we are busy planning for the Mumbai meetup this Friday, we're elated with the response and active participation from you in the other cities. We'll go global soon. Read on to know more.

Automate your work using Custom Functions:

  1. #CF11: Turning a contact into a vendor with just a click of a button.
  2. #CF12: Adding pre-defined notes to records with a single click.
  3. #CF:13: Adding invoice grand total in words.
  4. #CF14: Fetching the details of the record owner within the record.

CRM Hacks of the month:

  1. #CRMHacks10: How to access the leads within CRM instead of accessing it from your mailbox.
  2. #CRMHacks11: How to search for records in specific modules without applying filter.
  3. #CRMHacks12: How to lock down a pick-list value field for all users but for selected few once a specific value is selected.
  4. #CRMHacks13: How to export a selected set of records without creating reports.

Tips and Tricks to make your CRM better:

  1. #Tip15: Getting notified automatically when you have idle leads in CRM.
  2. #Tip16: Efficiently using workflow rules for specific layouts.
  3. #Tip17: Keeping Zoho CRM home page clutter free, for yourself and your team.
  4. #Tip18: Saving time with these simple options in module customization.

 

Other useful discussions

  1. On why the drop-down does not clear the unselected value.
  2. On the integration of Zoho CRM with Zoho campaigns.
  3. On an interesting requirement from Paul Hankins about sales stage checklists.
  4. On changing the automatically created potential name by lead conversion process.

    • Sticky Posts

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    • Function #35: Close all tasks associated with a lead and create a new task.

      Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

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    • CRM Hack #2: Automate sending of birthday greetings to your customers.

        Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

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