Community Digest - September 2017

Community Digest - September 2017


Hi folks! 

Below, is the gist of all that's been happening in the world of Zoho CRM throughout the past month. September's edition of the Community Digest encompasses useful CRM hacks, tips and tricks, custom functions and more. 

Community learning series: 

Most Discussed: 

The second Ask the Experts session garnered quite the attention with our product experts answering questions, live in the forums for a 5-hour session. Customizing Modules and Fields in Zoho CRM was the talk of the day.  

Automate your work using Custom Functions: 

  1. Adding country codes to contact numbers for a convenient dialling from within Zoho CRM
  2. Assigning the executives based on the lead acquisition time.
  3. Concentrating two fields into one

 

CRM hacks for the month: 

  1. How to notify higher-ups on unattended new leads. 
  2. How to trigger workflows for imported records.
  3. How to update and retrieve missing fields from contacts after lead conversion
Tips and tricks to make your CRM better:

 

      1 To working efficiently with Zoho CRM Calender.

 

Spotlight on CRM:

 

Launched the first episode of the 'Spotlight on CRM' addressing the 'feature on focus' in the month of September - Import and Migrate CRM records. Go ahead and post your questions if you've got one, our experts will get your doubts cleared.

Product Updates: 


Giving you a word of whats introduced and improved in the product in this section. 

  1. Many-to-many module association
  2. Multiple conditions in workflow rules
  3. Enhancements in Social CRM and Home page customization
  4. The re-organized CRM setup