task completion triggers the creation of a new task
Is there a way that upon completion of a task, it will trigger the creation of a predefined new task?
Sticky Posts
Canvas templates can now be shared with different CRM organizations
Dear All, We hope you're well! We're here with a useful update for Canvas in Zoho CRM. Canvas is our flagship feature that helps you add context to your record details pages. With the help of templates, elements, and styles, you can design your CRM records
Reports can now be filtered using dynamic criteria values
Dear All, Greetings! We are here with a quick and a useful update to the new reports feature in Zoho CRM. As you may know, the new reports feature lets you create different types of reports in just a few clicks. Just select the parent module, choose the
[Early-Access] Blueprint enhancements - Parallel and multiple transitions, and more
Early Access Interest form Resources Help Documentation Subscriptions CRM Professional, Enterprise & Ultimate, CRMPlus, Zoho One Restrictions Currently only supported for CRM web version Zoho CRM's Blueprints provide structure to business processes by
Introducing Zia's "best time to contact" analytics
Dear All, We hope you're well! Zia's "best time to contact" is a correspondence-based AI suggestion that help your reps contact your prospects and customers at the right time. It does so by observing the data and the behavior of users in Zoho CRM. Adopting
"Puvi" is here for Zoho CRM
Dear All, We hope you're doing well! We're here with an exciting UI enhancement to Zoho CRM's typography. Let's dive right in! Puvi is a homegrown font type developed by Zoho a couple of years ago. "Puvi" (புவி) is a word from an Indian language—Tamil—that
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