Conversation with CRM experts | Zoho CRM On Air | Modules, Macros and Canvas | #1
Conversation with CRM experts | Zoho CRM On Air | Modules, Macros and Canvas | #1
Hello everyone,
We're excited to announce the launch of 'Zoho CRM On Air,' a video series dedicated to fostering interesting discussions and meaningful conversations about Zoho CRM. We're thrilled to share the first three short discussions with you all, which focused on Modules, Macros, and Canvas in Zoho CRM.
Episode 1: Modules:
In this episode, we discussed the importance of customers moving out of spreadsheets and how modules in Zoho CRM can accommodate data the way businesses desire. Here's the video for you to watch:
Episode 2: Macros
In this episode, our CRM expert talks about how businesses can automate multiple actions for many records simultaneously using Macros in Zoho CRM. Here's the video:
Episode 3: Canvas:
In this episode, we talk about how CRM users can own their Zoho CRM experience and even elevate the way they conduct business with Canvas. Watch the video:
We have more episodes coming your way. Please check them out and let us know your valuable suggestions.
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The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven't noticed it already, cloning email templates is possible now! Cloning is useful because it cuts down the hassle of having to create the same email templates again for different modules. Here are the steps: Navigate to Settings---> Customization--->Templates