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.
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Topic Participants
Sushmitha B
Sticky Posts
How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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