Dynamic user applications for CPQ?

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• Sophie

• Pheranda Nongpiur

  

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• Function #46: Auto-Calculate Sales Margin on a Quote

  Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

• Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

  Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

• User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

  Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.

• Custom Function : Automatically send the Quote to the related contact

  Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow

• Function #50: Schedule Calls to records

  Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

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• Tip of the week #18: Change the event organizer in Zoho Calendar.

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• Tip of the week #20: Create and manage multiple personal calendars.

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• Tip of the week #24: Subscribe to the calendars of a Zoho Calendar user.

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• Tip of the week #26: Import/ Export calendars in Zoho Calendar.

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• Tip of the week #27: Edit personal calendars in Zoho Calendar.

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• Tip of the week #28: Show/ hide, enable/ disable and empty/ delete your calendars in Zoho Calendar.

  The popularity of online calendars has soared in recent years. It's used both for personal and professional reasons. Calendars have evolved into an effective productivity tool in our lives, from creating events for birthdays and anniversaries to scheduling

• Tip of the week #30: Share calendars publicly in Zoho Calendar.

  In Zoho Calendar, calendars that are created under My Calendars can be shared publicly. Making your calendar public allows others to view it. When you need to share your calendar with a larger group, public sharing can help. You can restrict others from

• Tip of the week #31: Share your personal calendars within organization.

  Keep your Organization members aware of what's happening. In Zoho Calendar, you can share your personal calendar with all the members in your organization using the Share with org option.When you enable org sharing for a particular personal calendar,

• Tip of the Week #33: Appointment scheduler in Zoho Calendar.

  In Zoho Calendar, you can use the Schedule Appointment option to share your appointment request form with the public, allowing people to fill out the form to request an appointment with you. This form can be embedded on your website or blog. Visitors

• Tip of the Week #34: Embed Calendars using Zoho Calendar

  You can make your calendars public and visible to the general public by embedding them in your websites/blogs using Zoho Calendar. You can use the embed code to add your own calendars to your website's/ blog's HTML code, and the calendar will appear on

• Tip of the week #35: Migrate to Zoho Calendar from Google Calendar.

  If you are looking to move your Google Calendar events to Zoho Calendar, never worry about missing out the events from your Google Calendar. You can migrate the events from Google Calendar using the export option and import it to Zoho Calendar and manage

• Tip of the week #36: Migrate to Zoho Calendar from Outlook Calendar.

  If you've been using Outlook calendar and looking to migrate to Zoho Calendar, you can seamlessly export your calendars from Outlook and import them into Zoho Calendar without losing any events, participants, and the reminders set for each event. To migrate

• Shared calendar issues and duplications

  Apparently there was a calendar update?  Now when I schedule an event for a team member that has shared his calendar with me, the event makes me the organizer and adds the event to my calendar as well.  Previous to this "update" I would scheduled an event

• Subscribed Calendar

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• The year that was at Zoho Calendar 2023- Part 1

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• Zoho Calendar not syncing correctly with personal Google Calendar

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