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                      • ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho

                        Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunity
                      • Zoho CRM Digest - January 2024

                        Welcome to our Monthly Digest! As we kickoff the new year, let's recap the most important product updates and discussions from the Zoho CRM Community. Product Updates: The final date extension for activities module depreciation Attention: As a reminder,
                      • Zoho CRM Community Digest - December 2023

                        As we bid farewell to the past year, we're kicking off the new year with a roundup of exciting developments, discussions, and insights from the Zoho CRM community. Let's dive into the December Digest and get a sneak peek at what's in store for you in
                      • ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho

                        A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for this
                      • Zoho User Group (ZUG) in-person Meetups - MEA region

                        Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, February 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements and CRM integrations


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                                                                                      • Sticky Posts

                                                                                      • Tip #35 - On using Kanban View in Zoho CRM

                                                                                        Hi folks,  It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here.  Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
                                                                                      • ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho

                                                                                        Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunity
                                                                                      • ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho

                                                                                        A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for this
                                                                                      • Cloning Email Templates across modules in Zoho CRM.

                                                                                        The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven't noticed it already, cloning email templates is possible now! Cloning is useful because it cuts down the hassle of having to create the same email templates again for different modules. Here are the steps: Navigate to Settings---> Customization--->Templates
                                                                                      • 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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