Community Digest - May 2022
Announcements
- Users of the built-in telephony system will benefit from a new upgrade! Call Bar feature is now available in Zoho CRM
- Email templates in Zoho CRM are now responsive on both desktop and mobile platforms. It's automatically optimized for your customers' convenience
- Meetings can now be promptly cancelled from the CRM mobile app. This function is available on the CRM iOS and Android apps
- Join an interest-based ZUG and connect with Zoho users from your industry
Useful Discussions
- Check out Abhishek's suggestions for viewing/editing APIs, followed by Kevin's insightful comment on its impact
- Nik's workaround teaches you how to auto-populate the Contact's mailing address into your address fields
- Understand how to create a simple deals report that includes a summary of all won deals, their closing month, and year-over-year statistics
- Checkout Michael's workaround for casting vendor bills in CRM using Books Integration by syncing invoices submitted by them
Meetup Snippets
#MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. In this Snippet, Shanique Young guides us through a simple process automation set-up to schedule activities for customer follow-ups.
E08 - Setting up scheduled actions in Zoho CRM
Small Business Heroes
'Small Business Heroes' is a podcast series that focuses on the stories of small business owners on how they leveraged Zoho to scale their businesses
E10 - Started as managing church activities and now works as a CRM administrator. Listen to the inspiring journey of Troy Titus —a CRM administrator at Scale-Tec
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Topic Participants
Swetha S
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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