Zoho Community meetups across Poland - June 2019
The Zoho Community Meetups are making their way to Ponzan, Warsaw and Wroclaw this June and we'd love for you to be a part of them. In these meetups, we’ll walk you through some of the useful and interesting tips and tricks of Zoho CRM. Our experts will share tips, configuration best practices, and address the common challenges in the areas of user management and basic customization. City Date CTA Ponzan June - 12 Register now Warsaw June - 13 Register now Wroclaw June - 14 Register now Note: During
Ask the Experts #8: Forum-based Q&A session on emails in Zoho CRM
Hello everyone, Emails in Zoho CRM is a highly frequented topic in the Zoho Community. This month's Ask the Experts session is going to be on the following aspects of using emails in Zoho CRM. 1. Associating emails with individual deals 2. Schedule your emails in Zoho CRM 3. Smart filters on Blocked/Unblocked email addresses 4. Email Parser I'm sure you have a lot of questions around these topics and more. Do start posting your questions right away as comments to this post! Our product experts
Function-31: Get the timezone of your leads
Welcome back everyone! I'm sure most of you already know this, but we have introduced the newer version of Zoho APIs (Version 2.0). Functions(previously, Custom Functions) also underwent an update, regarding the said APIs and some more. However, this week's function still uses the Version 1.0. Zoho APIs, because the transition from v1.0 to v2.0 is still in progress. Stay tuned for more updates. Last week, we learnt how to keep track of your business details with a Company or a Contact. This week,
Zoho CRM Tip - 53: How to include customers as a part of your sales process?
The main purpose of using a CRM system is to manage customer interactions across different touch points in an optimal manner. That said, too often, CRM usage starts and stops with the sales process. Is there any role for prospects and customers in your CRM strategy? One may wonder why include prospects and customers as a part of your CRM strategy. That's a question I'm going to answer with this week's tip. Use Case: For better understanding, let's look at Zylker Inc., a company that provides household
Get the best insights out of your insurance data in Zoho CRM with Zoho Analytics
Industry challenges: The long list of data related tasks in the insurance sector include keeping track of different products and timelines, claims, and customer data, which is just the tip of the iceberg. Adding to those are keeping track of agent performance, finding suitable products for each stage of a customer life cycle to stay relevant to their needs, and so on. It is quite difficult to navigate through this much data to find actionable insights to accelerate business growth. It takes a lot
Zoho CRM Tip - 52: How to associate multiple line items to a record?
Is there an easy way to associate multiple line items to a record? For better understanding of what line items are in this context, let's look at Zylker, a company that is doing a travel agency business. In this case there can be a wide variety of travel packages that you are offering to your customers. Each travel package can be considered as a deal and anyone can opt for the travel package they are interested with. The travel packages are considered as "Deals". For each deal there can be
Ask the Experts: Live Q&A on Reports and Dashboards in Zoho CRM
With sales trends, targets, pipeline stages, meetings, follow-ups, and more, Zoho CRM provides analytics dashboards and reports to keep you informed and up to date. Zoho CRM's managers will be hosting a live Q&A this month on Reports and Dashboards! This will be a great opportunity to get your Zoho CRM questions answered. Here are a few aspects of Reports and Dashboards that you might have questions about: Creating dashboards Analytical components - Charts, KPIs, Comparator, Anomaly Detector,
Quarter 1 - Zoho CRM Community Meetups in Canada
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2. CRM
Community Digest - January 2019
Product announcements Zoho CRM has got some new UI enhancements! Check it out. Take a look at the new enhancements in list views, Blueprints and Workflow tasks. More on the discontinuation of Google+ integration with Zoho CRM. Zoho Community Meetups The first quarter of Zoho Community Meetups are in full swing. We have quite many meetups coming up so do register now. Zoho CRM meetups across the US. Zoho CRM meetups in Europe. Zoho CRM meetups in South Africa. Zoho CRM meetups
Mass Update to Trigger Child Mapped Fields?
I have a single pick field that contains nearly 200 properties, and have used this as the Parent field to 11 single-pick Child fields. With more than 6,000 records in the CRM, I'd like to "trigger" the child fields to update instead of either clicking into each record to update the child fields, or have to write a 200 step workflow to update the child fields. Anyone have any ideas for a mass update of this sort? Or could point me in the right direction? Huge thank you in advance.
Quarter 1 - Zoho Community meetups across UK, including Ireland and Scotland
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2.
Share your Zoho CRM journey and win prizes!
Hey everyone! As cheerful as holidays are, we're in an extra festive mood and we're looking to spruce up a few of your Christmases with a little something from the Zoho Community! We have a few Amazon vouchers waiting to be won, and you know what'd make our year? We'd love to know how we did in helping you achieve your sales goals. In the comments below, tell us how you used your CRM, and how well Zoho CRM worked in helping you meet your sales challenges. What other problems do you hope to solve
Together, Zoho CRM and Zoho Desk enable improved customer experiences in the insurance industry
Industry challenges: Insurance is one of the oldest and most important businesses in the world. Strangely enough, selling someone video games or shoes is easier than selling someone insurance. Among the many challenges that insurance companies face, customer acquisition cost is a top concern. The industry depends largely on long customer life cycles and bottom line growth from cross-selling and up-selling. Flawless customer service is essential for the success of any insurance company. 85% of insurers
Quarter 1 - Zoho CRM Community Meetups in APAC
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2.
Community Digest - November 2018
Product Updates: Check out the latest Zoho CRM enhancements for this year. Introducing the long-awaited Maven distribution for Java SDKs. More Zoho CRM releases last month. Take a look at them all here. On Zoho Forms and its integration with Zoho CRM. Ask the Experts With Zoho CRM's API migrating to v2.0, and v1.0's deprecation at the end of this year, December's Ask the Experts session centers around migration from API v1.0 to v2.0. This live Q&A forum can be viewed here.
Focus Group: Migrating from Zoho CRM API Version 1 to Version 2
We're in the deprecation phase of API Version 1. As we announced since the beginning of the year, API Version 2.0 is available and Version 1 will be deprecated on the 31st of December. The reason for the transition is simply that we've come up with a better version of our APIs that trumps existing features. Here are a few reasons why API V2 is advantageous: 1. Increase in the daily limits of API calls (up to 1,000,000 calls) 2. Multi DC support 3. Adherence to REST standards 4. Easy JSON parsing
Ask the Experts #1: 5-hour knowledge exchange marathon on 'all about emails' in Zoho CRM.
Zoho CRM's Community is launching 'Ask the Experts' on 31st August, 2017. Ask the Experts initiative focuses on issues that frequent the support desk and hence demand expert advice. Emails in Zoho CRM being one such widely queried topic, will commence the launch of the session, inviting in any related doubts or issues you'd like to discuss. Have trouble with your POP/IMAP config? Emails sent from Zoho CRM are not syncing with ‘Sent items’ in Outlook? Want to create email workflows to notify an
Zoho CRM Community Meetups in UK - Nov '18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce the launch of Zoho User Groups in London, Bristol, Birmingham, Manchester, and Leeds. This November, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questions
Zoho CRM Community Meetups in Poland - Dec' 18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce the launch of Zoho User Groups in Wroclaw, Warsaw and Gdansk. This December, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questions and concerns.
What is scary in sales?
Hello folks! It's TGIF you sales people! What scares you the most? Tell us about your deepest, darkest fear! Let's see what the numbers tell us! Hit the comment button now!
Community Digest - October 2018
Product updates Take a look at recent updates in Portals. Upcoming Meetups The Zoho CRM meetups for the month of November are listed below. Register for a meetup in a city closest to you and meet our product experts and fellow users at a fun-filled learning experience to make the most of your CRM. Zoho CRM meetups in France Zoho CRM meetups in Germany Zoho CRM meetups in Middle East Zoho CRM meetups in South East Asia Zoho CRM meetups in United Kingdom Zoho CRM meetups in United
Ask the experts: Live forum based discussion on user management in Zoho CRM
As the admin of an account, you need to ensure that every user has access to the correct information. You're also responsible for defining user roles, assigning profiles, and adding users to team groups. In addition to basic user management and data sharing, Zoho CRM's user management offers advanced functions that include: Custom fields User lookup Roles and reporting hierarchy Profiles Data sharing rules, record-level sharing, and territory management Record-level sharing and custom fields
How to import contact information with our own customer ID?
Hello Has anyone figured out how to import data/customers from their own license server and have it use your own proprietary ID versus the Zoho ID? Thanks, Laura
Zoho one- adding app problem
Hi there, Each time we add application to our company assign to them users end up with the free version. I read the article about how to add them and we do everything by the book I think. Our company is paying for Zoho One so shouldn't we have paid/better version from the start? Cheers Dom
Can we Create Cases thru Email
can we create cases from Email which we receive from customer by the subject line issue,problem so on.Provided we can use only on email address for sending email all cases.
Email automation
How to trigger automatic welcome email for a lead.
Function stopped working!
Hello! Wrote a function to put one field value into another field within the same module. It was working then stopped suddenly. Would love some help! Code below: potIdStr = potId.toString(); mp = Map(); mp.put("Amount",value); update = zoho.crm._updateRecord("Potentials",potIdStr,mp); info mp; info update;
Zoho CRM Community Meetups in US - Nov' 2018
Hey there! Are you making the most of your CRM? Would you like to learn more about Zoho CRM, some tips and tricks and, network with your peers and our product folks? Several of our Zoho User Groups are meeting up all over the USA, through October and November. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM. Features covered: CRM Insights | Workflow Rules | Assignment Rules | Blueprints | Macros | Feeds Dallas Houston Austin
Can you recommend an option in Zoho CRM for tracking Webinar Attendance
We invite contacts to webinars which are head 3x a week. We get a report of the people that attended. I would like to search for the people that attended so I can call them after the event. We use a 3rd party application called clickfunnels which sends emails to invite our contacts, and we use webinar jam to host and record the webinar. We have considered also use zapier to update the zoho contact records for the people invited and attended or import a csv list but we aren't sure where this data
Zoho Community Meetups in Germany - November
Hey there! Are you making the most of your CRM? Would you like to learn more about Zoho CRM, some tips and tricks and, network with your peers and our product folks? Several of our Zoho User Groups are meeting up in the below cities in Germany through November and December. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM. Berlin Munich Frankfurt Nov 19 Nov 27 Dec 4
Function #34: Close all tasks associated with a deal based on it's stage.
Welcome back everyone! Last week, we learnt how to create Accounts from Leads with all the data at the click of a button. This week, let's look at a custom function that lets you close all of the tasks associated with a deal depending upon the deal stage. Business scenario: Winning a deal is never easy. There are a lot of stuff that you need to do in order to follow through with the deal. Qualification, Analysis, Value Proposition, Identifying Decision Makers, Proposals, Negotiations, etc are the
Custom button to perform a field update.
I can't seem to figure out how to create a new button that will perform a field update. I set up the field update in the Actions settings but when I go to create a new button the field updates don't show up. I'm trying to create a button on each record in list view that would update the status of that Lead.
Community Digest - September 2018
Product updates: Here's an overview on Zoho CRM's portals. Take a look that the key changes to API limits. Check out last month's security enhancement for APIs. Upcoming Focus Group: This month's Focus Group webinar is on Canvas view in Zoho CRM. With Canvas View, you can add images, customize field arrangements, and have custom buttons, fields, text boxes, background colors, and much more. Unlike List and Kanban Views, which place equal emphasis on all Zoho CRM fields, Canvas View
Ask the Experts: Q&A session on automation in Zoho CRM
Automation is necessary in any business, and even more so in sales. Keeping track of all your leads and contacts, mandating fixed processes, and setting down rules manually can be challenging. Zoho CRM provides the ability to automate workflow procedures and set up automatic replies, alerts, and notifications in advance. It also allows you to create custom workflow rules to trigger specific alerts, tasks and field updates. Additionally, you can set up case escalation rules and assignment rules
Community Digest - August 2018
Zoho CRM Meetups: The Zoho CRM meetups for the month of September are listed below. Register for a meetup in a city closest to you and meet our product experts and fellow users at a fun-filled learning experience to make the most of your CRM. Zoho CRM meetups in Canada Zoho CRM meetups in Switzerland Zoho CRM meetups in the US Automate using Functions Function #52: Automatically update the recent event date in the Accounts module. Function #53: Automatically name your deals during lead
Zoho Community Meetups in the US West Coast - September
Hello United States! Are you making the best use of your CRM? Do you think a little assistance, and getting to meet and learn from other Zoho users in your city, would help you out? Well, we are happy to announce that the Zoho User Groups are meeting in different locations all over the West Coast this September to discuss a few key CRM features and get their questions answered. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM Topics: Email Integration
Zoho Meetups to make a pit stop in Canada!
Hello Canada! Are you making the best use of your CRM? Do you think a little assistance, and getting to meet and learn from other Zoho users in your city, would help you out? Well, we are happy to announce that the Zoho User Groups are meeting in four different locations this September to discuss a few key CRM features and get their questions answered. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM Topics: Email Integration | Outlook Plugin |
Zoho Community Meetups coming to Switzerland!
Zoho User Group Meetups, Switzerland - Zurich and Vaud Hello Everyone! Are you making the best use of your CRM? Do you think a little assistance, and getting to meet and learn from other Zoho users in your city, would help you out? Well, we are happy to announce that the Zoho User Groups in Zurich and Vaud are getting together for a meetup to discuss key CRM features and get their questions answered. This is a free event, so join the session that's closer to you and learn to make the most of Zoho
Email alert when a file is added to a lead - possible?
I'm curious as to know if this is possible. I am wanting to set up an automated workflow where: Lead is created (no trigger) PDF is manually added to lead profile (trigger) Email alert sent with file attached If Zoho cannot perform this, is there any solution that can integrate with zoho to do this? The files are not stock standard. It's an application form from each lead that's been generated through offline sales Thanks Jason
Zoho Community Meetups - August
Attend these meetups to: 1. Get a better understanding of Zoho CRM 2. Network with peers in and around your city 3. Meet our product experts and partners and get your questions clarified Register for a meetup in the city closest to you by clicking on the date of the corresponding meetup: USA Novi Cleveland Indianapolis Minneapolis Chicago Aug - 3 Aug - 7 Aug - 9 Aug - 14 Aug - 16 South Africa meetups Johannesburg Cape Town Durban Aug - 1 Aug - 7
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