Get instant summaries of your notes with the help of Zia
Hello all,
We've added a simple yet powerful feature to Zoho CRM that we're excited for you to try: Zia Notes Summary. It's designed to make the daily lives of a CRM user a bit easier by giving you quick summaries of your CRM notes. Whether it's a glance at the latest update or a comprehensive overview of all interactions, Zia's note summary covers it all.
Why Zia Notes Summary?
- It helps you quickly catch up on customer interactions, saving you time and keeping you informed.
- Your CRM records, including leads, contacts, accounts, and deals, can now be more organized and accessible.
- Making decisions becomes easier with all the necessary information summarized neatly for you.
How it works
Once you click on the "Summarize note(s)" button, you will find two summaries: "Overall Summary" for a bird's-eye view of all notes on a record, and "Last Note Summary" for the most recent update. It is simple and available when necessary, without any additional complications.
Availability:
- Zia Notes summary is available for orgs in the Enterprise edition with 20+ user licenses or in the Ultimate edition of Zoho CRM.
- Notes summary is exclusively available in English.
- This feature is being rolled out in a phased manner and it's currently available for users in the US and EU DCs.
Resources: Zia Notes Summary | Zoho CRM Help
Thanks!
Nizamuddin
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