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                                                                                      • Most Discussed Topics

                                                                                      • API for Zoho CRM "Make this an online meeting" option

                                                                                        Zoho CRM offers a great feature when "manually" creating a meeting to select a checkbox "Make this an online meeting" and if you have a virtual platform setup in CRM (e.g., Zoom), the CRM will create a meeting in Zoom and send the meeting info (and virtual
                                                                                      • Zoho CRM Plug-in for Microsoft Outlook EOL - What has actually been done?

                                                                                        This is obviously in response to them locking the Zoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021 thread this morning.  So, Zoho Support, what has actually been done/developed for your customers that are using on-prem Exchange Server?
                                                                                      • Zoho CRM Blueprint for leads and Deals disappeared

                                                                                        I have a serious issue in the CRM in that some of the complex blueprints that govern the sales process have seemingly disappeared? These have taken years to develop and in the audit logs there are no recorded logs of these being removed/deleted. I need
                                                                                      • Ghost leads

                                                                                        Hello. Some times I have leads come into my lead approval that look like complete leads but these leads are different because the person in the lead never filled out the form to the point that they sent me a form submission.  Where does this information
                                                                                      • API Name for Events Module: "Reminders"

                                                                                        In CRM, the list of API Names for Meetings (Events) does not include the API names for: 1. Participant Reminder 2. Reminder (for Host) I assume this will be an array to allow multiple reminders to be set but what API name is used and what is expected
                                                                                      • Sticky Posts

                                                                                      • Zoho CRM - Upcoming Features ...

                                                                                        Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future.  Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out  the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features.  Thank you, With Best Regards, Dilip, Zoho CRM
                                                                                      • Function-2: Round-Robin assignment of records

                                                                                        Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
                                                                                      • Focus Group : Functions 101 - A webinar series

                                                                                        A lot of businesses require their CRM to perform activities that are out-of-the-box. And dynamic as Zoho CRM is, a lot of these scenarios can be achieved by running simple functions. They help you update data in CRM modules or in third-party applications and automate most of your business processes.  We're organizing a four part webinar series to help you build your own functions from scratch. This series breaks down the myth that functions are complex. Follow this link to register.    Note - If
                                                                                      • Connect with Zoho users from your industry, virtually!

                                                                                        A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas
                                                                                      • Extension Pointers - Simple yet significant pointers: Adding developers to workspace #4

                                                                                        Adding developers to Sigma workspace   A user may be a part of multiple workspaces in Sigma, including their own, and have access to their own extensions as well as other workspace extensions to which they have been added.  When you are added as a developer