The digest for the month of March comprises the highlights of activities in the Zoho Community. It includes interesting conversations from your peers, product announcements, and important tips, hacks, and other resources from the community learning series. 

 

Zoho Community User Groups: 

 

We've our next leg of meetups finalized and we're coming to meet you in several cities, worldwide. Find the registration links for the meetups here, and pick the user group closest to you. Meet your peers, Zoho experts, and discuss Zoho CRM! 

 

Tips and tricks to use your CRM better: 

 

Tip #35: On using the Kanban view in Zoho CRM 

Tip #36: On customizing the Kanban view in Zoho CRM 

Tip #37: On executing workflow rules based on lead scores

Tip #38: Zero in on your unattended records using time tracking filters

 

Automate using Functions: 

CF #31: Automatically set time zone of your needs

CF #32: Sending mass emails to specific groups of leads or contacts

CF #33: Create accounts from leads with simple data access

CF #34: Close all tasks associated with a deal based on its stage 

 

Hacks from the support desk: 

CH #30: Sending a personalized email from a sales order and storing them under it. 

 

Other useful discussions: 

On marking an event to be closed. 

On linking an email to a deal. 

On creating records in Zoho CRM via customer input through Zoho forms. 

Restrict users from converting leads.