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                                                                      • Most Discussed Topics

                                                                      • Ask the Experts - live Q&A discussion on Zoho CRM for Real Estate businesses

                                                                        Hey everyone,    It's been a while since we had an Ask the Experts session (ATE). So, we're excited to kick start this year's ATE with an industry-specific open house. A CRM solution is vital to any real estate business. The real estate industry is also
                                                                      • Meeting Invite Time Zone Inconsistent

                                                                        Can anyone explain why the SAME time zone information displays differently for different meeting invites? Example from Meeting Invites sent from Zoho CRM, both to leads in the Central Time Zone: Thursday, May 20, 10 AM - 10:30 AM (America/Indiana/Knox)
                                                                      • More than one deal per lead

                                                                        Hi, I love Zoho, currently getting to grips with Zoho One and think it's brilliant but I'm struggling or missing something. I am a mortgage roker and want to track referrals, purchased leads and leads from referring companies who get paid from the referral.
                                                                      • Meeting Creation and Location Options

                                                                        Hi, When creating a meeting from a Lead, the Leads address information is presented as an option for the location (see picture below). This is very useful as it prevents errors by using the existing data (which due to a CRM 2 Address plugin is already
                                                                      • How to get current page URL of entry in Zoho CRM?

                                                                        Hello, I am trying to find a solution to get the full URL of the current page of an entry in Zoho CRM? I.e. https://crm.zoho.eu/crm/org1234567890/tab/Contacts/998877665544332211 Thanks for help!
                                                                          • Sticky Posts

                                                                          • Function #37: Create a Purchase Order from a Quote

                                                                            Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
                                                                          • Extension pointers: Working with widgets to power-up extension capabilities (Part-2)

                                                                            Widgets simplify work and enhance the functionality of Zoho CRM by contextually embedding third-party services and adding new features to Zoho CRM. In the previous post (Part 1), we mentioned what widgets are, the basic steps to install ZET CLI, and how
                                                                          • [Early Access - Closed] Introducing the Canvas Design Studio.

                                                                            Greetings Customers!   Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world class user experience - here's a sneak peek of what's
                                                                          • Extension pointers -JS SDK series#9: A look at multiple JS SDK API methods and their potential uses in different scenarios for widgets

                                                                            Throughout the "Extension Pointers - JS SDK" series, we've demonstrated a wide range of APIs, their usage, and how they can be implemented in a widget, along with working examples. Let's look at a consolidation of all the APIs in this post, to get a quick
                                                                          • Community Digest - May 2021

                                                                            Announcements We are delighted to announce that Zoho CRM is HIPAA compliant now Trigger automations and other process management actions, during record import Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions, here is a list of 7