Custom function return type
How do I create a custom deluge function in Zoho CRM that returns a string?
During create or edit of the function I don't see a way to
change the default 'void' to anything else. Adding a return
statement is not allowed because of void function return type
Function #37: Create a Purchase Order from a Quote
Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
Function-1: Compute and update sales commission in quotes.
Welcome back folks! In this week's custom functions series, we've picked a requirement that has often been asked by users! Business requirement: In most sales organizations, commissions are an integral part of the extrinsic rewards program, contributing significantly to the sales person’s compensation package. Sales commission is usually calculated as a percentage of revenue generated by the sales person. What if your sales team is enabled with an option to check their sales commission associated
Function-2: Round-Robin assignment of records
Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
Custom Function : Updating Lead Score.
Scenario: Updating Lead Score. You may want to rank the leads in your CRM account in order to determine their sales-readiness. The scoring can be based on certain predefined values. This lead scoring can be done with custom functions. You can have a custom field for the Score and use custom functions to update the Lead Score based on certain values. When you update the fields in leads, the score will be updated automatically. This custom function can also be used for other modules by making small
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