CRM Custom Function

• Topic Participants

• crm

• Bhoomi Joshi

  

• Kamal Tiwari

  

• Rodger Brehaut

• Michael Trow

  

• Sticky Posts

• Announcing the demarcation of a few capabilities within Feeds

  Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have demarcated the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records With

• Effortlessly advance through your CRM blueprints by including optional fields in transitions

  Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all

• Enhanced duplicate check for Leads in CRM

  Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This

• Effortlessly analyze a report with contextual quick-view filter

  Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive

• Blueprint enhancements - Parallel and multiple transitions, and more

  Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all