Découvrez Canvas notre nouvelle fonctionnalité !
Toute l'équipe Zoho est heureuse de vous présenter Canvas, la seule fonction sur le marché, qui vous permet de personnaliser le design de votre CRM !
Canvas est un atelier de conception intégré dans Zoho CRM, grâce auquel vous pouvez ré-imaginer intégralement votre interface utilisateur. Auparavant, Canvas permettait aux utilisateurs de personnaliser uniquement la vue en liste des différents modules de Zoho CRM. Mais avec cette nouvelle mise à jour, nous atteignons de nouveaux records : une refonte complète pour une personnalisation sans limite !
Qu'est-ce qui rend Canvas spécial ?
1. Sa simplicité de conception avec un éditeur de type glisser-déposer, avec lequel il n'est pas nécessaire de savoir coder.
2. Une vaste galerie de modèles pour différents secteurs.
3. Cartographie basée sur les rôles, afin que chaque rôle dans la CRM puisse avoir un design adapté à ses besoins et exigences.
4. Libre-service : partagez vos créations Canvas via des portails et créez une meilleure expérience pour vos fournisseurs et autres parties prenantes.
5. Nouveau format, avec un large éventail d'options de mise en forme pour modifier les détails les plus fins, ou charger des styles dynamiques en fonction des conditions.
Et bien plus encore !!
Canvas est disponible dans toutes les options payantes de Zoho CRM, CRM Plus et Zoho One, alors n'attendez plus et découvrez-le dès aujourd'hui !
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CRM - Astuce #5 : Effectuer des actions en masses
Bonjour à tous, Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...) Suppression enZoho CRM - Il y a du nouveau chez les modèles d'e-mails
Bonjour à tous, Nous sommes ravis d'annoncer que les modèles d'email dans Zoho CRM sont désormais adaptés au design pour tous les ordinateurs et mobiles. Le responsive design désigne une méthode selon laquelle les pages sont conçues pour s'afficherNouveautés Zoho CRM : la page d'accueil et le tableau de bord actualisés !
Bonjour à tous, Nous avons apporté quelques améliorations à la page d'accueil des utilisateurs et à l'onglet Tableau de bord, en voici un aperçu. Des composants supplémentaires dans la page d'accueil pour les nouveaux inscrits : Dans l'onglet Accueil,CRM Blueprint #5: Glossaire
Bonjour à tous, Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process. État : fait référence à chaque étape de votre processus. Par exemple : qualification,CRM : Ajoutez de la couleur à vos balises CRM
Bonjour à tous, Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but
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