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
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,
How to Find and Merge Duplicate records in Zoho CRM
Hello Everyone, Today, let's see how to find Duplicate records in your Zoho CRM account and Merge them. Eliminating duplicate records in CRM seems to be a frequent issue for many businesses. Duplicate records can affect your productivity, increase manual work, and more importantly show incorrect data when it comes to reporting. Hence, it is crucial for businesses to have the ability to avoid creating duplicate records and the ability to merge duplicate records in CRM. As a first step, we need
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
Zoho User Group (ZUG) Meetups in APAC - Zoho CRM & Email Integration
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in February, 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to
Zoho User Group (ZUG) Meetups in India - Zoho CRM & Book Integration
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in February, 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to
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 #1: Advanced filters in CRM.
Hello Everyone! If you loved the Tips and Tricks and Automate over custom functions, you're going to love this one! As part of the Zoho community learning series, we're now launching the ''Hacks from the Support Desk'', where every once in a while, you'll
Zoho CRM Community Digest - Nov 2023
November brings a unique charm, especially when it comes to the delightful flavors of root foods that seem to hit the spot during this month. Shifting gears, our CRM Forum was abuzz with engaging discussions and noteworthy announcements throughout the
Conversation with CRM experts | Zoho CRM On Air | Modules, Macros and Canvas | #1
Hello everyone, We're excited to announce the launch of 'Zoho CRM On Air,' a video series dedicated to fostering interesting discussions and meaningful conversations about Zoho CRM. We're thrilled to share the first three short discussions with you all,
Zoho for Coaching Business - Client Portal
Anyone using @zoho for their Coaching Business? Would love to speak to others about how they are using it to track calls, meetings, share documents, client portal etc. Not getting much support from their technical team. With so many apps, trying get one that can do all I need is difficult. Not even sure if creator can help. Would like to see how people have set up client portal especially to share documents, log calls, book appointments etc. Thanks
CRM Hack #15: How to check for duplicates for contacts that are not converted from leads #15
Hello Everyone ! The leads module in Zoho CRM helps aggregate all the unqualified leads which is then qualified and converted to contacts by your sales team. However, the chances of running into a highly qualified lead upfront cannot be ruled out. Such situations prompt you to skip the lead creation process and create contacts directly. Taking the traditional route of qualifying a leads to contacts does have its own advantages. For instance, leveraging the deduplication option to eliminate duplicates
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,
CRM Hack #4: Instant access to a Lead from a link in the email template.
Hello everyone! It's that day of the week and we are back with a hack. I'm going to share an interesting yet useful hack that lands a lead as a link in the email template, something that comes handy in your day to day business. What problem does this hack solve? As a lead owner, you get notified when a lead is assigned to you. This hack adds more value to the notification email by inserting a hyperlink to help navigate to the newly assigned lead in CRM.This enables instant follow-up and
Zoho CRM Community Digest - September 2023
Hello everyone! Ready for a quick September roundup? We've got all the exciting announcements and engaging discussions neatly packed in this digest. Let's dive in! Spotlight: Every year, we recognize the top community contributors by conferring the MVP
In-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,
How to clone Email Templates across modules in Zoho CRM.
Hello Everyone, In today's post, we are going to look at cloning of email templates, one of the most widely requested features by many of you. Let us see how to clone an Email Template across modules in Zoho CRM. Email Templates play a crucial role in creating your Email Campaigns. A lot of effort is taken to perfect your Templates from content, design, including merging of tags. The option to create a Template and clone it across other modules makes it easier when setting up campaigns. To clone
Focus Group Webinar - Optimize business decisions with Zia in Zoho CRM (Part 2)
While Part - 1 revolved around the basic features of Zia in Zoho CRM, Part 2 aims to dive much deeper and discuss the advanced features that help optimize decision-making for your business. Zia's capabilities extend from finding the right time to make
Zoho CRM Community Digest - July 2023
Hello everyone! Check out the latest updates and interesting conversations that unfolded throughout the entire month of June. Zoho CRM Product Updates : Zoho CRM's Canvas Builder now offers enhanced customization options like tab orientations, builder
Zoho CRM Community Digest - June 2023
Hello Everyone! In this post, you'll find the latest announcements and interesting discussions that happened throughout the month of June. Keep reading to explore what June had in store for us! Zoho CRM product updates: Zoho CRM's Voice of the Customer
Zoho User Group (ZUG) In-person Meetups - APAC region
Hello everyone! We are thrilled to announce that the registrations are now open for the APAC Meetups taking place from June to July 2023. During these meetups, we will provide a comprehensive overview of Zoho People, delve into the various components
Tip #7: Create Unique Fields to avoid duplicate records
Hello everyone, We are back with a great tip for this week, yet again, on how you can maintain a clean CRM database. While it's a good thing to drive all your focus on putting Zoho CRM to its best use, it is equally important to maintain a clean, clutter-free system. Following our previous tip "Maintain a style sheet for a clean CRM database" here's another tip on how you can avoid duplicate records in your CRM database. Tip #7: Create Unique Fields to avoid duplicate records With multiple lead
Zoho CRM Community Digest - May 2023
Hello everyone! Welcome to this month's digest! We are excited to present a curated collection of interesting and noteworthy discussions from the Zoho CRM forum. In this post, you'll find the latest announcements and event updates shared throughout the
Function-9: Concatenate two fields into a single one.
Welcome back everyone! Last week, we learnt how to assign leads based on your sales reps' shift timings. This week, let's look at a custom function that allows you to combine the information in two fields and present them in a single field. Business scenario: Leads are acquired from a variety of sources. Trade fairs, web-forms, referrals, etc are some of the sources. However, you don't get the complete information about a lead at the start. That aside, how will you fill up fields when you don't have
Spotlight #7 - Automatic Transitions in Blueprint
Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automatic
Zoho User Group (ZUG) in-person Meetups - Canada
Hello everyone! We are delighted to announce that registrations are now open for the US Meetups taking place in May. Join us for an engaging day of discussions and networking on all things Zoho. During these two meetups, we will explore how CRM modules
Zoho CRM Community Digest - April 2023
Hello everyone! We have opened our registrations for the Zoho User Group (ZUG) Q2 meetups happening this May 2023. Don't forget to check out the ZUG Meetups section for more details. Now, let's explore what awaits you in this month's digest. Announcements:
Zoho User Group (ZUG) in-person Meetups - ANZ region
Hello everyone! We are thrilled to announce that the registrations are now open for the ANZ Meetups taking place in June 2023. Join us for an engaging day of discussions and networking. During this Meetup, we will discuss two main topics. The first topic
Zoho User Group (ZUG) in-person Meetups - US region
Hello everyone! We are delighted to announce that registrations are now open for the US Meetups taking place in May. Join us for an engaging day of discussions and networking on all things Zoho. During these two meetups, we will explore how CRM modules
Zoho User Group (ZUG) In-person Meetups - India region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connect
Zoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!
A big HELLO to the everyone in the Zoho Community! Another great year, another set of new challenges and another set of vibrant goals are ahead of us. We're starting the year off with the ZUG meetups for 2023 spread out globally. We're back again with
Zoho User Group (ZUG) In-person Meetups - UK region
Hello everyone!
We are delighted to inform you that registration is now open for the UK Meetups taking place in May. Join us for an engaging day of learning, networking, and sharing. During this meetup, we will be exploring the nuances of customizing
Kaizen #59 - Creating alerts and custom messages using Client Script
Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?
Zoho CRM Error message #2 : Fixing [Invalid Credentials] and [Authentication Fail] while configuring IMAP
Hi Everyone! As a part of our Zoho CRM Error messages series, we're going to focus on couple of error messages that you might encounter while configuring IMAP and ways to resolve them. These are: [Invalid Credentials] [Authentication Fail] The annoying
Zoho CRM Tip - 51: How to add videos in Zoho CRM Email templates?
One of the biggest challenges in the initial stages of sales cycle is getting email response from prospects. With so many vendors vying for attention, it's vital that your email stands out from the crowd and helps you get that all elusive response. Using videos in your sales cycle helps you do just that. A study shows that 65% of executives visit a vendor's website after viewing a video and 90% of customers say watching product videos helps them make purchasing decisions. Create a thumbnail image
How to trigger actions based on an Email status in Zoho CRM.
Hello All, In today's post, we are going to see how we can configure actions based on an Email status. Many of us have been using the Mass Mail functionality in Zoho CRM to stay connected with our customers. Now, as a business, It is very crucial for us to know if the Email Campaign we send from Zoho CRM is being opened or clicked. It is also essential to have the ability to configure automation depending on the Email Status.. Quite sometime back, we had provided the option to configure actions
Zoho User Group (ZUG) in-person Meetups - APAC region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening from May to June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity
Next Page