ZUG Virtual CRM Meetups across the UK - February 2022
Last year, we were beyond happy to see how the Zoho Community continued to grow, learned from, and helped each other through our virtual Zoho User Group meetups. We couldn't be prouder of our Users for taking the time out to come together and support each other through their individual Zoho and, business experiences. In saying that, we're hopeful and excited to start another year of ZUG meetups where our users can come together as a community, learn from and interact with each other, and us at Zoho. To kickoff this year's meetups we'll discuss using Subforms to flexibly add your data in Zoho CRM, its newer enhancements and a few select features. Data in Zoho CRM is tremendously inter-dependant. Receiving and associating crucial customer data is something we've got to get right. Subforms facilitate this by allowing for one to many relationships with data in your CRM, allowing secondary data association to primary records. We'll discuss in detail
- an overview of the recent enhancements
- subform entries to Zoho email template
- subforms and quotes
- customizing product details in subforms
- colour-coding tags and meetings
- authenticating emails
- converting leads within Blueprints with Automatic Transitions