Enrich your data with Zia. 

Zoho CRM Meetups

Join the Zoho User Groups and attend the meetups in the city nearest to you. These community meetups are happening in several cities in the US, Australia, and APAC regions. User meetups are great avenues for you to connect with peers in your city, with  

product experts and Zoho partners. Follow this link to register for a meetup. . 

 

Partners' Speak

This portal showcases educational resources shared by our partners that include tips, hacks, best practices, solution guides and more. So go ahead and follow PartnerSpeak, and see what awesome resources our partners have to share with the community:

 

Creation of POs from a sales order. 

Importing data into Zoho CRM. 

Generate commercial invoices and packing slips. 

 

Tips and tricks to use your CRM better

Tip #49: Associating emails with deals

Tip #50: Follow up with just contacts who haven't responded to your email. 

 

Automate using Functions

Function #43: Transfer record information from one module to another with subform data 

Function #44: Create invoices from Custom Modules

Function #45: Display discount for CRM records in words

Function #46: Auto calculate sales margin on a quote

Ask the Experts

Other useful discussions

On tracking opened emails in Zoho CRM. 

On setting email opt out field in a web form. 

On scheduling meeting, syncing calendars book appointments and import users directly from CRM. 

On obtaining lead source data. 

On deleting more than 100 records in one go. 

On the mail-merge function for emails.