Focus Group : Functions 101 - A webinar series

Focus Group : Functions 101 - A webinar series


A lot of businesses require their CRM to perform activities that are out-of-the-box. And dynamic as Zoho CRM is, a lot of these scenarios can be achieved by running simple functions. They help you update data in CRM modules or in third-party applications and automate most of your business processes. 

We're organizing a four part webinar series to help you build your own functions from scratch. This series breaks down the myth that functions are complex. Follow this link to register. 

 

Note - If you have any suggestions of your own, do add them in a comment below and we'll try to include them in one of the sessions. 

 

Session 1 

Session 2

Getting Started

  • What is Functions101?

  • Scope of functions

  • Examples

  • Introduction to deluge programming

  • Q & A

Session concluded. Watch the recording here.

Learning with examples 

  • Deluge programming (contd)

  • Examples

  • Q & A

Session concluded. Watch the recording here.

Session 3

Session 4

Working with functions in Zoho CRM

  • Build a Function from scratch

  • Manipulate data within a module

  • Connect two different modules

  • Q & A

Session concluded. Watch the recording here.

Basics of custom functions in Zoho CRM 

  • Customize functions from the gallery of available functions

  • Leverage the functions library on Zoho Community

  • Follow up by connecting and learning with peers on the community.

  • Get a quick glimpse into what's coming in the advanced series

  • Q & A

Session concluded. Watch the recording here.


      Zoho Marketing Automation
              • Sticky Posts

              • 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 #50: Schedule Calls to records

                Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
              • 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
              • Focus Group : Functions 101 - A webinar series

                A lot of businesses require their CRM to perform activities that are out-of-the-box. And dynamic as Zoho CRM is, a lot of these scenarios can be achieved by running simple functions. They help you update data in CRM modules or in third-party applications and automate most of your business processes.  We're organizing a four part webinar series to help you build your own functions from scratch. This series breaks down the myth that functions are complex. Follow this link to register.    Note - If
              • Custom Function: Tracking the Case Closed time

                Scenario: Tracking the Case Closed time   We create cases and close them but how do we keep track of the details on when the case was closed? This custom function helps you track the closed time of a case, in a custom date-time field. You can then generate reports based on the closed time. You need to have a custom date time field to update the Closed Time. Please follow these steps: Log in to Zoho CRM with administrative privileges. Click Setup > Automation > Workflow > Create Rule. In the New Rule

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