The Zoho CRM meetups for the month of September are listed below. Register for a meetup in a city closest to you and meet our product experts and fellow users at a fun-filled learning experience to make the most of your CRM.
Zoho CRM meetups in Canada
Zoho CRM meetups in Switzerland
Zoho CRM meetups in the US
Automate using Functions
Function #52: Automatically update the recent event date in the Accounts module.
Function #53: Automatically name your deals during lead conversion.
Partners' Speak
#HotTip - Outlook 365 IMAP issues with CRM
Round Robin for automated task assignment
Counting the open deals/opportunities attached to your account.
Other useful discussions
Having trouble with email templates? Here are a few solutions.
A custom function to create a new field when a custom field is updated.
On updating a lookup field if empty.
On adding a new lead source and editing values in it.
Want to make fields not mandatory? Here's how.
On changing the email address for a user.
Workflow to notify salespeople when deal stage is changed.
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