Introducing Group Calendar Views, Event Invitations and more...
Meet John, the Chief of Sales at Zillum Corp. He is facing difficulties in streamlining the scheduling process for his sales reps who are spread across multiple teams and regions. Tele-marketers in his team fix appointments on behalf of the sales reps who in turn meet the prospects. These tele-marketers are unable to track the calendar centrally to assign reps while on call with the customers. And when they receive calls from other regions, it is again a challenge. What's worse? The sales reps are not aware of their own schedule and often miss a deal or more.
Well, it's not just John who faces this difficulty!
And that's why we present to you, the all new advanced calendar in Zoho CRM that makes scheduling a cakewalk. We recently made some significant updates in the calendar that are aimed at improving user experience and productivity. Let's take a quick look at what's different and better in the calendar.
With an improved UI and navigation, you get a clear view of daily, weekly and monthly events. It comes with the option to view events for individual users, groups and territories. You can choose between these views to find a free slot easily, create event and assign it to the sales reps right from the calendar. And that's not it, you can send out invitations, track RSVPs and set intuitive reminders. You even have better ways to personalize your calendar by choosing your business hours, days, holidays, reminders and more. Click
here for more information.
Go ahead, try the all new calendar in Zoho CRM and tell us what you think. Meanwhile, we will get back to what we were doing and give more feature updates shortly!
Access your files securely from anywhere
Zoho Developer Community
Deliver unforgettable customer experiences
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
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
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 Zoho
Act 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 powerful
Focus 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 can
Identify 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
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
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.