Hello, folks!

• 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.  
  
  

• 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.
  
  

•  Kudos to @abmd for sharing a valuable workaround for quickly navigating to sub forms from the canvas layout
  
•   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
  
• Learn how to enable the 'picklist history tracking' feature for a picklist field
  
• Get to know the workflow feature, which will trigger a predetermined new task when a task is completed. Read the post to know more
  
• 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 .
  
• Learn how to construct a workflow rule that assigns users to the user lookup field on a round-robin basis .
  

SEE ALSO
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