What's latest in Zoho CRM
The latest set of enhancements in Zoho CRM include the introduction of sticky notes, updates in forecasts and personal settings among other. Read further to learn more.
Create sticky notes right inside Zoho CRM!
Sticky notes in Zoho CRM are a great way to quickly jot down details about a call, a task or any other information that needs to be easily accessible. These are personal notes and not visible to other users in your CRM account. Sticky notes are available in all Editions of Zoho CRM.
Learn more>> Sticky Notes for Zoho CRM
Set up event reminders
Zoho CRM allows you to set reminders for every event you create. You can now set up to 20 reminders for one event. Learn more>> Using CalDAV
View forecasts based on "pipeline" and "target achieved" counts
You can now view the forecast details based on the target achieved count and the pipeline count in your Zoho CRM. This is applicable for forecasts based on role hierarchy and territory hierarchy.
Target Achieved Count - Represents the number of deals won for the month/quarter.
Pipeline Count - Represents the number of deals that are expected to have the closing date within this month/quarter.
Learn more>> Creating Forecasts
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Create sticky notes right inside Zoho CRM!
Sticky notes in Zoho CRM are a great way to quickly jot down details about a call, a task or any other information that needs to be easily accessible. These are personal notes and not visible to other users in your CRM account. Sticky notes are available in all Editions of Zoho CRM.
Learn more>> Sticky Notes for Zoho CRM
Set up event reminders
Zoho CRM allows you to set reminders for every event you create. You can now set up to 20 reminders for one event. Learn more>> Using CalDAV
View forecasts based on "pipeline" and "target achieved" counts
You can now view the forecast details based on the target achieved count and the pipeline count in your Zoho CRM. This is applicable for forecasts based on role hierarchy and territory hierarchy.
Target Achieved Count - Represents the number of deals won for the month/quarter.
Pipeline Count - Represents the number of deals that are expected to have the closing date within this month/quarter.
Learn more>> Creating Forecasts
Set up social profiles from the Personal Settings page
You can personalize and manage the settings in your Zoho CRM such as, defining a country locale, language, time zone, date format, etc. In addition to this, you can also add, delete and reauth your personal social accounts in your CRM.
Learn more>> Adding Social Info
Learn more>> Adding Social Info
View Usage Stats for Workflow Alerts, Webhooks and Custom Functions
Usage graphs have been added for Workflow Alerts, Webhooks and Custom Functions that display the daily or weekly usage statistics for the past 7 days. The data is displayed based on modules, workflow rules and is categorized by date. You can also filter the statistics based on its usage in Workflow, Approval Process, Blueprint, Modules and Templates.
Learn more>>
Workflow Alerts
Webhooks
Custom Functions
Do check out these enhancements and let us know if you have any questions by commenting below!
Usage graphs have been added for Workflow Alerts, Webhooks and Custom Functions that display the daily or weekly usage statistics for the past 7 days. The data is displayed based on modules, workflow rules and is categorized by date. You can also filter the statistics based on its usage in Workflow, Approval Process, Blueprint, Modules and Templates.
Learn more>>
Workflow Alerts
Webhooks
Custom Functions
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Vaagdevi Ravishankar
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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 ZohoAct on your customers' voices in Zoho CRM
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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 canIdentify 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
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