Community Digest - March 2022

Announcements

Zoho CRM's design garage, Canvas gets a few new enhancements, including reusable components and style presets.

Now, import subforms conveniently in Zoho CRM.

Introducing the Wizard functionality in Sandboxes

Zia notifications through different mediums

Check out these UI enhancements for mass actions

Anomaly component limits have been increased

Share individual records with Roles and Groups now

Check out the 16 new Marketplace extensions added for Zoho CRM

Useful Discussions

Austin Kruger suggests a workaround to syncing recurring events in Google Calendar, using Zoho flow

Check out this workaround to filter products in inventory templates

Join in on this revived discussion on a deluge script to auto-populate a phone number when selecting a contact when creating a quote

Zoho Community MVPs, Kevin and Nik chime in with scripts to automatically create deal's events on CRM calendar with a specific text name

Michael Trow, MVP, on auto-populating the price of products in the amount field for selected deals

Check out this discussion on assignment rules to associate deals to territories

Focus Group Webinars

Upcoming (April - 19) - Learn all about the new Sales Forecasting Module in Zoho CRM, and how to use it to direct your sales efforts.

Last month - The Focus Group webinar on Zoho CRM's integration with Zoho Projects discusses how the integration can be leveraged to collaborate with the team and also with the customers.

Zoho User Group Meetups

We're resuming Zoho User Group meetups in several cities. In these meetups, we'll discuss automating Zoho CRM through different stages of your customer journey. Register for a meetup near you, now.

Topic Participants
Sushmitha B

Sticky Posts
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,
The role of a CRM admin and beyond | Small Business Heroes E10
The tenth episode of Small Business Heroes, a CustomersSpeak series, features an interview with Troy Titus: a CRM administrator at Scale-Tec. Troy began his career by managing church activities and then moved on to gain real estate expertise by building
Tip #35 - On using Kanban View in Zoho CRM
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
ZUG in-person meetups - set up CRM automations for your customer journey
Hello everyone, We're excited to announce that we are resuming in-person meetups for our Zoho User Groups! These meetups give us a space to watch our customers network and learn as a group , as we discuss salient CRM features and best practices to use
Tip #24: Customizing Deal stages for your business
Hello folks, As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the Deal Stage pick-list values in your Zoho CRM account. We have had many users ask us if they can edit the Deal Stage picklist values based on their exact requirement in Zoho CRM. The answer is yes, you can modify the stages based on your sales process. We understand that every business is unique and involves a unique sales process. While the Deal stages that are listed by default in Zoho CRM