Scoring Rules for Related Lists
Does anybody else need the requirement to have scoring rules for related lists? I would really like the ability to run scoring rules on related lists such as deals, contact roles, stage history, etc.
This feature is in their roadmap. Please respond/upvote for this topic to push the update along.
Add color to your CRM tags to identify records quickly
Hello everyone, Tags are unique identifiers that can be associated with different records. For example, Hot leads, Cold calls, Big deals, etc., which helps to search, sort, categorize, filter, and segment records efficiently. The new enhancement is done
Introducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available by
FAQs on Assignment rules - Post your questions
Dear All, Greetings! Assignment rules benefit organizations with effortless queue management capabilities. To bring more clarity on assignment rules, we are constantly publishing FAQs in our knowledge base. To ease the navigation across these FAQs further,
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
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