We're back with another digest post!
This digest highlights the announcements and discussions that occurred in the Zoho CRM forums in July.
Get ahead and discover what you've been missing!
Announcements
We are excited to share with you that we have some brand new features and updates available for Zoho CRM. Check it out!
Introducing
condition-based data sharing rules
in Zoho CRM. You can now establish sharing rules to share specific records based on criteria or record owner. Refer to the post for more details on the UI modifications made to the sharing rule page.
CRM's
invoice module now has a deal lookup field
. You no longer need to add them manually because they are included in the layout by default. This allows users to directly associate deals when creating an invoice or carryover deal information while turning a quote into an invoice.
Use
Zia's Next Best Experience
to improve your customer experience. It is intended to analyze your organization's won deals, understand how correspondences are handled at each step, correlate the findings with your open deals, and express suggestions within a deal as a widget.
Notifications are now available in Motivator
.
This enhanced notification feature will keep you informed of performance updates as they happen. You will be notified on the Motivator panel as well as in other locations across Zoho CRM. More information can be found in the post.
Focus Group Webinar
We had a focus group webinar on
Revamped reports in Zoho CRM
last month. Some of you may have missed the live session, but no worries. We have released the recording and it is now available on the forum. Click the link to watch it
Functions
Check out how
@Daniel Coward Daniel Coward uses a function to
generate Quote PDFs
, update the date format and currency based on country, and attach them to the Lead record. This is done with the click of a button from the Leads module.
Checkout the code for creating a button and the script that
updates the lead owner
based on who hits the button.
Mysterious leads entering your CRM?
Check out this interesting troubleshooting discussion to learn where they come from and how to avoid them in the future
We
appreciate
@Jeremy Nagel for investing the time and effort to record the video and sharing it with the community on
how to automatically close tasks
.
In this community interview series, Zoho users from various industries share their insights and experiences with leveraging Zoho to empower their businesses.
This interview features Ben Wagner who is a Real Estate Investor for Leavethekey. Ben gets to address some of the questions, such as how to run a real estate business strategically and the challenges he overcame with the help of Zoho.
Watch the video to discover more.
Thank you for taking the time to read this month'
s round-up. Keep tabs on the digest every month for the latest ideas and discussions. Stay tuned and engage in the forums to be included in the next month's digest. Have a wonderful month!
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meet
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
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
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
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