Zoho CRM : de nouveaux modules Tâches, Appels et Réunions !
Ces modifications seront bientôt disponibles pour toutes les entreprises.
Bonjour à tous !
Les activités de vente ont besoin de contexte pour accompagner les commerciaux dans la conclusion d'une l'affaire. C'est pourquoi il est essentiel de capturer toutes les activités et d'en surveiller les résultats, car cela vous permet d'améliorer votre process de vente.
Le module Activités de Zoho CRM vous aide à capturer les tâches, les appels et les réunions en un seul et même endroit. Au fur et à mesure que vos besoins en matière de vente augmentent, vous aurez besoin d'une personnalisation approfondie, de l'automatisation du flux de travail, de l'administration des données, d'intégrations et de rapports détaillés pour les tâches, les appels et les réunions.
Mais plus ces nouvelles fonctionnalités sont ajoutées, plus le module Activités deviendra complexe et inutilisable. S'il est plus simple de continuer à ajouter ces nouvelles options, cela nuira à l'expérience utilisateur. C'est pourquoi nous introduisons de nouveaux onglets pour la gestion des tâches, des appels et des réunions, en supprimant le module Activités à terme.
Bien que ce changement implique quelques changements pour les utilisateurs existants, ils peuvent bénéficier des avantages suivants :
Masquer les modules dont vous n'avez pas besoin en fonction du profil de l'utilisateur.
Un utilisateur peut avoir accès à des modules individuels (Tâches, Appels ou Réunions) en fonction des activités qu'il effectue. Par exemple, vous pouvez masquer le module des tâches pour les représentants commerciaux de votre organisation. Ils peuvent avoir accès uniquement aux modules Appels et Réunions.
Mise à jour ou suppression en masse des enregistrements
Comme les modules Tâches, Appels et Réunions seront répertoriés séparément, vous pourrez activer/désactiver la fonction de mise à jour ou de suppression en masse pour des modules spécifiques.
Contrairement à la configuration précédente, lorsque l'accès à un module était désactivé pour un profil spécifique, les utilisateurs ne pouvaient pas mettre à jour/supprimer en masse des enregistrements dans les autres modules, car les modules Tâches, Appels, Réunions étaient combinés sous Activités.
Créer des rapports associés à une activité de vente spécifique
Les tâches, les appels et les réunions seront répertoriés séparément dans la liste des modules associés du module principal que vous avez sélectionné lors de la création des rapports.
Auparavant, seul le module Activités était répertorié ici et les utilisateurs devaient créer un filtre pour personnaliser le rapport en fonction du type d'activité. Vous pouvez maintenant créer un rapport pour le module Affaires montrant directement les tâches associées à chaque affaire.
Créer des tableaux de bord
Créez des tableaux de bord pour les modules Tâches, Appels et Réunions séparément.
Ajouter des composants à votre page d'accueil
Dans la page d'accueil, les utilisateurs peuvent ajouter des composants personnalisés pour les modules Appels, Réunions et Tâches individuellement.
Ajouter des composants à la vue Canvas
Les composants individuels de liste liée tels que les appels ouverts ou fermés, les réunions ouvertes ou fermées, les tâches ouvertes ou fermées sont disponibles dans la vue Canvas en plus de la liste liée des activités ouvertes ou fermées. Cela vous permet de personnaliser la page de détails de votre enregistrement et d'afficher uniquement les listes liées aux activités que vous suivez.
La liste des activités ouvertes/fermées fait peau neuve.
i. Les activités sont maintenant classées selon le type d'activité.
ii. La liste associée peut être personnalisée pour afficher les champs spécifiques aux modules Tâches, Appels et Réunions.
iii. Les utilisateurs n'ont plus besoin de faire défiler la liste horizontalement pour voir tous les champs de la liste liée. Désormais, les données sont répertoriées sous chaque type d'activité.
Alors, qu'adviendra-t-il du module Activités existant ?
Pour les organisations qui se sont inscrites avant le 10 septembre 2021
Nous conserverons le module Activités et présenterons également les modules Tâches, Appels et Réunions afin que les clients aient suffisamment de temps pour s'adapter aux changements et s'habituer à utiliser ces modules individuellement. À terme, le module Activités sera supprimé (nous annoncerons la date ultérieurement). Vos données ne seront pas perdues et elles seront disponibles dans les modules Tâches, Appels et Réunions. Vous serez informé bien à l'avance de la suppression du module Activités.
Pour les organisations qui se sont inscrites après le 10 septembre 2021
Seuls les modules Tâches, Appels et Réunions seront disponibles. Le module Activités ne sera pas affiché.
Merci de votre attention et bonne journée,
L'équipe Zoho France
L'équipe Zoho France
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
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
New to Bigin?
Topic Participants
Florence Barbier
Sticky Posts
CRM - Astuce #5 : Effectuer des actions en masses
Bonjour à tous, Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...) Suppression enZoho CRM - Il y a du nouveau chez les modèles d'e-mails
Bonjour à tous, Nous sommes ravis d'annoncer que les modèles d'email dans Zoho CRM sont désormais adaptés au design pour tous les ordinateurs et mobiles. Le responsive design désigne une méthode selon laquelle les pages sont conçues pour s'afficherNouveautés Zoho CRM : la page d'accueil et le tableau de bord actualisés !
Bonjour à tous, Nous avons apporté quelques améliorations à la page d'accueil des utilisateurs et à l'onglet Tableau de bord, en voici un aperçu. Des composants supplémentaires dans la page d'accueil pour les nouveaux inscrits : Dans l'onglet Accueil,CRM Blueprint #5: Glossaire
Bonjour à tous, Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process. État : fait référence à chaque étape de votre processus. Par exemple : qualification,CRM : Ajoutez de la couleur à vos balises CRM
Bonjour à tous, Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
How do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information alreadyJob Alerts for Candidates
hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. CanAdd multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanEnhancing Task Accuracy: Automatically notify the owners upon Task duplication.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirementHow to export all line-item descriptions for a specific item in Zoho Books?
I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptionsShow/ hide specific field based on user
Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it justWhere are Kanban swimlanes
So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one. Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some researchTip 19: How to display images in Pages using ZML snippets
Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for addingCan zoho swign format block text spacing automatically when prefilled from zoho crm?
I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facingForced Logouts - Daily and More Frequent
In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field
I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.Reference lookup field values in Client script
hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this dataIn App Auto Refresh/Update Features
Hi, I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users. The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps. I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With theEvery time an event is updated, all participants receive an update email. How can I deactivate this?
Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happeningOnline Assessment or any aptitude test
This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,How can I filter a field integration?
Hi, I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.Email task creator when task is updated/marked complete
I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completedHow to move emails to Shared Mailbox?
Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?How to implement new online payment gateway?
Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_windowZoho CRM - Portal Users Edit Their Own Account Information
Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list ofI’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.
These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in ZohoConnecting Zoho Mail with Apollo.io
Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials butWhere does this report come from in the Zoho One ecosystems?
Is this directly from MA, Analytics or ??? ???Contact's title in "Contact Role Mapping"
When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?Zoho CRM - Client Portal - Hide Notes Related List
Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over."Pivot Table" Conditional Formatting
Team, I there a way to use conditional formatting a "Pivot Table" report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made SimpleHow many clients can be added to Zoho Practice?
How many clients can be added to Zoho Practice without having their zoho app?Stage History
when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that currentSend Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now useAutomating Ticket Responses Using Zoho Desk's AI Features
We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure thisOptimising CRM-Projects workflows to manage requests, using Forms as an intermediary
Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,Service locations are tied to contacts?
Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.Enhancements to Zoho Maps integration tasks
Hello everyone, We're excited to announce enhancements to the Zoho Maps integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need toBug in Total Hour Calculation in Regularization for past dates
There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM checkCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsUPS Label size when generated via Zoho
We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPSNarrative 12: Sandbox - Testing without the risk
Behind the scenes of a successful ticketing system: BTS Series Narrative 12: Sandbox - Testing without the risk What is a sandbox environment? A sandbox environment is a virtual playground that allows you to test freely and experiment with various elementsDynamically catching new file creations
I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".Announcing new features in Trident for Mac (1.27.0)
Hello everyone! Trident for macOS (v1.27.0) is here with new features and enhancements to improve scheduling and managing your calendar events. Let's take a quick look at them. Stay aligned across time zones. Both the scheduled and original time zonesBranding of native system emails
Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not onlyNext Page