Community Digest - April 2022

Announcements

CRM’s advanced filter options make it simple to fine-tune your lookup records

Custom Buttons in Zoho CRM have been updated to collect users’ locations

Introducing Admin Tools, an interface for configuration management

Introducing built-in telephony in Zoho CRM

Tags are now available in Sandbox

Noteworthy Discussions

Learn how to implement Nik’s workaround to allow users to view all account names and who owns them, but not the account details
Let's appreciate Ventor for going the extra mile to figure out how to convert the parameters of your CRM into a widget

Nik's solution provides insight on how to divide a date into separate fields in a contract

Abhishek S, discusses how to leverage Workflow automation to boost productivity

If you are in the midst of setting up Zoho CRM, the how-to videos on this page will walk you through each stage
Join this open discussion and offer your insight into managing recurring payments in Zoho CRM

Webinars

Focus group webinar - check out the latest webinar discussion and learn how you can use Sales Forecasting in Zoho CRM

ZUG Meetups

Zoho User Groups globally have resumed their meet-ups, in-person. Register for the meetup in your location, and learn how to setup automations for every stage of your customer journey.

ZUG in-person meetups - Set up CRM automations for your customer journey

ZUG virtual meetup - How to effectively automate engagement using Zobot

Topic Participants
Swetha S

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
The role of a CRM admin and beyond | Small Business Heroes E10
The tenth episode of Small Business Heroes, a CustomersSpeak series, features an interview with Troy Titus: a CRM administrator at Scale-Tec. Troy began his career by managing church activities and then moved on to gain real estate expertise by building
ZUG in-person meetups - set up CRM automations for your customer journey
Hello everyone, We're excited to announce that we are resuming in-person meetups for our Zoho User Groups! These meetups give us a space to watch our customers network and learn as a group , as we discuss salient CRM features and best practices to use
Tip #24: Customizing Deal stages for your business
Hello folks, As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the Deal Stage pick-list values in your Zoho CRM account. We have had many users ask us if they can edit the Deal Stage picklist values based on their exact requirement in Zoho CRM. The answer is yes, you can modify the stages based on your sales process. We understand that every business is unique and involves a unique sales process. While the Deal stages that are listed by default in Zoho CRM
Function #42: Organize Contacts based on the Deal Stages
Welcome back everyone! Last week's function was about updating subform records in two accounts simultaneously whenever one of them is updated. This week, it's going to be about displaying the Deal stages as "tags" in the Contacts records. Business scenario We all have our own ways of categorizing stuff. Lets say, you have a bunch of novels and you categorize them based on the genre, like "Action & Adventure", "Fantasy" or "Thriller". All of them are placed under a "Book Shelf" with separate sections