Community Digest - July 2022

Community Digest - July 2022



Hello, folks!


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.
  •  Take a look at the code to delete both the deal and the related records with the press of a button in addition to the script to delete the related list/Delink Related List.

Other Useful Discussions

My Zoho Story

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! 

SEE ALSO
> Previous month's digest  


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              Any sales-based organization invests heavily in sales, which obviously translates to better revenue and overall growth. But how do we track how deals progress, or estimate how they will progress, or even how they performed? Blindly investing resources
            • Tip #49: Associating Emails with Deals

              Hello folks,  Do you have multiple deals associated to your contacts in Zoho CRM? Are you struggling to find deal specific emails, with all the emails associated with a contact listed together? If yes, then this tip is totally for you!  You can associate emails with individual deals, rather than having them all listed under a contact. This helps you to access your deal based conversations more quickly and avoid looking through all your emails, searching for keywords and subject lines.  In Zoho CRM,

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