Community Digest - August 2017.
Hello everyone!
Here's the CRM Community digest compiling the most discussed topics, hacks, tips and tricks around CRM, and much more. Read on in case you missed out on the highlights from August 2017!
Community Learning Series:
Most discussed:
Zoho CRM Community launched the first edition of 'Ask the experts', a 5 hour knowledge exchange marathon in forums focussing on anything to do with emails in Zoho CRM.
Automate your work using Custom Functions:
- Introducing custom functions and the way it works.
- Computing and updating sales commission in quotes.
- Assigning records by round robin method.
- Updating account information across CRM automatically.
- Getting total quantity, taxes, and discounts for a record at a glance.
- Creating quotes from a deal with just a click of a button.
- Summing up multiple quotes' grand total associated to a deal.
CRM Hacks of the Month:
- How to efficiently use filters in CRM.
- How to automatically send birthday wishes to your customers.
- How to update formula functions for already created records.
- How to access a lead instantly from a link in the email template.
- How to reassign records of one sales person to another without actually transferring the records.
Tips and tricks to make your CRM better:
- Using lead scores to prioritize your lead follow-up.
- Setting up lead conversion mapping settings based on page layouts.
- Using check-in to geo-tag your client visits instantly.
- Receiving automatic updates on records that matters to you with feeds 'auto-follow' rules.
- Discovering significant sales insights instantly using advanced filters.
- Maintaining a style sheet for a clean CRM database.
- Creating unique fields to avoid duplicate records.
- Merging duplicate records.
- Using email templates better.
Focus Group webinars:
- A preview of the integrated finance suite in Zoho CRM.
- De-duplication in Zoho CRM enhanced with auto-merge and more.
Other useful discussions:
- How to enable the custom lead status in the product.
- Here's a tip to create and view multiple layouts in CRM.
- Sample script to capture and update a record associated with a quote. Try, and let us know how it works.
- Tip to create contacts from a custom module.
- How to mark emails as Unread in Zoho CRM?
- How to clone email templates across modules without character limits.
Product Updates:
'Enhanced de-duplication with auto-delete, configuring emails using Gmail API, enhanced collaboration using Zoho Cliq and more.. Check out all the latest updates from the past month here'.
Thank you folks. We'll be back next month with more interesting updates from the Zoho CRM community.