Community Digest - February 2021
Announcements
Register for Virtual ZUG Meetups 2021
We have opened up registrations for the Virtual ZUG meetups for March 2021 - Register here Community discussions
Extension Pointers: Manage records, handle attachments, and add notes from a widget Wondering how to automatically add phone recordings from RingCentral to Zoho CRM? Check this out! Generate grant token without using the developer console Automatically create tickets in Zoho Desk when a field is updated in Zoho CRM
Small Business Heroes
'Small Business Heroes' is a new podcast series focus on the stories of small business owners on how they unleashed the power of Zoho CRM to scale their businesses. Listen to our podcast and explore different analogies to build a robust Zoho CRM.
Scaling sales
Scaling sales is a community of sales leaders and executives who will be your drivers for growth by sharing best practices to enhance your business functionalities. Hop on over to the latest post in this series on ways to scale your sales -
App Spotlight
App Spotlight brings you handpicked apps to enhance your Zoho experience. Visit Zoho Marketplace to explore all the apps
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
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Desk Community Learning Series
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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
ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunity
ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for this
Cloning Email Templates across modules in Zoho CRM.
The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven't noticed it already, cloning email templates is possible now! Cloning is useful because it cuts down the hassle of having to create the same email templates again for different modules. Here are the steps: Navigate to Settings---> Customization--->Templates
CRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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