Enhancements in Activity Management, Workflow Automation and Inventory Management
We bring to you a handful of new updates in various areas across Zoho CRM. Read on to learn what they are.
Scheduled Calls Displayed in Calendar
In addition to creating new events, you can now schedule outgoing calls from Calendar. It's quick and easy. You can schedule or re-schedule a call. You can also set a call reminder according to your preferences.
To know how to schedule a call in Calendar, refer to this document.
Import Option Introduced to Update List Prices of Products
Many a time, you may have one Price Book that applies to more than one product. Earlier, if you wished to update the list prices of products under one price book, you could only update them manually. Now you can update the list prices in one shot using the Import List Price option.
Writer
Get Started. Write Away!
Scheduled Calls Displayed in Calendar
In addition to creating new events, you can now schedule outgoing calls from Calendar. It's quick and easy. You can schedule or re-schedule a call. You can also set a call reminder according to your preferences.
To know how to schedule a call in Calendar, refer to this document.
Import Option Introduced to Update List Prices of Products
Many a time, you may have one Price Book that applies to more than one product. Earlier, if you wished to update the list prices of products under one price book, you could only update them manually. Now you can update the list prices in one shot using the Import List Price option.
Workflow Automation updates
- Custom Functions in Workflow Automation now have a freeflow scripting support. In addition to the script builder, which helps users without a programming background, Zoho CRM now extends free-flow scripting support as well. If you are familiar with programming and you prefer to write your own scripts for custom functions, you may now use this option.
- When you configure a workflow rule trigger based on a date-field value, there is an option by which the rule gets executed a few days before or after the chosen date. The limit for this rule trigger has now been extended from 20 days to 90 days. Now you can set the rule trigger so that an action is executed upto 90 days before or after the chosen date.
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Vaagdevi Ravishankar
Sticky Posts
Accessibility in Zoho CRM: Not just a feature—a way to empower
Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that empowers everyone. This first step makes it possible for more users of all abilities to do their best work in ZohoAct on your customers' voices in Zoho CRM
Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerfulFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー