Recent updates: Execute lead conversion mapping in Sandbox and Attach files from Zoho WorkDrive
Hello everyone,
We have introduced the following enhancements in Zoho CRM:
Lead Conversion Mapping can be first executed in Sandbox to ensure mapping across the modules is done correctly before deploying to the production account. The fields from the Leads module can be mapped with the respective layouts in the Contacts, Accounts, and the Deals module. Once you are sure with the mapping you can deploy it in the production account.

Files, documents or folders present in the Zoho WorkDrive can be attached to a record in CRM. Attachments can be included in a record using the file upload field, attachment related list, and emails.

The users will be able to access the attached files based on the permission that is given to them while attaching a file to a record.
The sharing settings available in WorkDrive are:
- Anyone in the Team or organization can view
- Anyone with the link can view (users outside of the org).
- Members with access permission in WorkDrive.
Creating WorkDrive account from CRM
If an organization does not have a WorkDrive account, the administrator will be able to create a WorkDrive account while attaching files or folders to a record. This administrator will also be the administrator in Zoho WorkDrive and all the other CRM users will be added as Team Members.

Regards,
Arun
Sticky Posts
New Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,
Zoho CRM Community Digest - August 2023
Hello everyone! August slipped away into a moment in time, so let's take a moment to catch up on all the interesting discussions and exciting announcements that unfolded in the Zoho CRM Community during this past month. We have a few product updates and
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
Subforms can now be marked as required
Dear All, Hope you are well! We are here with a heads-up about an important enhancement for Subforms. Let's go! Including a subform to a record layout is a great way to store supplementary information about the record. Be it the list of products purchased
FAQs on Approval Process - Post your Questions
Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to address
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Desk Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive 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.