Is there a notification feature for notes
Hi, I just want to know if there is a notification feature for notes in Zoho CRM. Whenever any user adds or updates notes, admin should get mail notification alert with notes content Regards RamCommunity Digest - September 2022
Announcements: You can now analyze the tone of an email in great detail! Introducing Zia Email Emotion Analysis and Zia's Consecutive Negative Sentiment Alerts. Check the post to learn more about the enhancements made to Zia's Email Intelligence. Meetups:Focus Group Webinar - Integrating Zoho CRM and Zoho Books
This month's edition from the Zoho CRM Integration Focus Group series is set around Zoho Books. One major need for this integration is the singular UI it provides, from where both sales and finance operations can be performed. This works better than switchingWhere is the "Record ID" for inclusion in Reports?
I'm creating an Account report, but nowhere in the list of available fields do I see a reference to the unique record ID. Where is this field and how can I include it in the report?Community Digest - August 2022
Hello, Folks! This month's digest features a brand new space! Checkout Dev's Corner that highlights intriguing subjects based on developer-centric posts. Announcements > We are glad to announce that we have enhanced our Subform support by adding userFocus 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 - IfCommunity Digest - July 2022
Hello, folks! We're back with another digest post! This digest highlights the announcements and discussions that occurred in the Zoho CRM forums in July. Get ahead and discover what you've been missing! Announcements We are excited to share with you thatData Dump
Hi there, So I have a lot of variable data (Currency values) that needs to be mass uploaded from a spreadsheet and updated across all custom modules and fields regularly (4 times a year). The data is mapped/ defined by means of a contract number alreadyConnect 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 areasZoho User Group (ZUG) in-person Meetups
Hello Zoho Community, We're pleased to announce the next leg of Zoho User Group in-person meetups. We're thankful for your overwhelming response to the meetups last quarter. Our teams had a blast meeting you all in person and finally being able to catchMy Zoho Story #15 Ben Wagner's extensive & strategic guide to run a real estate business with Zoho
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Ben Wagner is the Real Estate Investor for Leavethekey. Listen to his story aboutEmail Address Field
Hi, I am new to all this as sorting out a few errors within my new companies CRM. I have come across something within our CRM and am struggling to fix it. The Email Address field is in the layout customisation tab, however when creating a new client/ZUG Virtual Meetups - February and March 2022
Hello everyone, We have opened up registrations for the Virtual ZUG Meetups for February - March 2022. Last month, we had a great discussion with our Zoho User Groups. For the next one, we'll be discussing Subforms in Zoho CRM and integration of ZohoFocus Group webinar - Revamped reports in Zoho CRM
Any sales-based organization invests heavily in sales, which obviously translates to better revenue and overall growth. But how do we track how deals progress, or estimate how they will progress, or even how they performed? Blindly investing resourcesAdd button/link to schedule Follow-up Call after Call Completed
Task have this option already. Complete a Task and immediately, the user sees a link to create another follow-up Task. I recommend a similar feature be offered for Calls.Community Digest - June 2022
Good day, ladies and gentlemen! Every month, Zoho publishes a community digest that summarizes all of the announcements and interesting discussions that occurred in the previous month. This digest highlights the announcements and discussions that tookFocus Group Webinar - Integrating Zoho CRM and Zoho Analytics
In addition to the Focus Group webinar on revamped reports in Zoho CRM, we're discussing and demoing how we can setup an integration between CRM and Analytics, and leverage these advanced functionalities contextually with CRM data. In addition to moreCommunity Digest - May 2022
Announcements Checkout the enhancements made to the integration of Zoho Campaigns with Zoho CRM Introducing Direct Feedback on Zia's Recommendations to enable relevant recommendations Now, customize how you sort your picklists values in CRM Users ofThe role of a CRM admin and beyond | Small Business Heroes E10
The tenth episode of Small Business Heroes, a CustomersSpeak series, features an interview with Troy Titus: a CRM administrator at Scale-Tec. Troy began his career by managing church activities and then moved on to gain real estate expertise by buildingSetting up scheduled actions in Zoho CRM | Meetup Snippets E08
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The eighth snippet in this series taken from Dallas ZUG meetup in January 2022, features Shanique Young, walking us through a simple workflow automationTip #8: Merge Duplicate Records
Hello everyone, We hope that you are finding our CRM Tips and Tricks useful. Let us know if you are looking for tips on specific topics by commenting below. This week, we are back again with another tip on the clean CRM series. Tip #8: Merge Duplicate Records Maintain a style sheet for a clean CRM database - ✓ Create Unique fields to avoid duplicate records - ✓ Going by our earlier tips, you are now aware of the proactive ways in which you can avoid duplicate records in Zoho CRM. In spite of followingCommunity Digest - April 2022
Announcements CRM’s advanced filter options make it simple to fine-tune your lookup records Custom Buttons in Zoho CRM have been updated to collect users’ locations Introducing Admin Tools, an interface for configuration management Introducing built-inZUG in-person meetups - set up CRM automations for your customer journey
Hello everyone, We're excited to announce that we are resuming in-person meetups for our Zoho User Groups! These meetups give us a space to watch our customers network and learn as a group , as we discuss salient CRM features and best practices to useFocus Group webinar - Integrating Zoho CRM and Zoho Projects
Continuing our bi-monthly Zoho CRM integration series, by popular demand, we're about to discuss integrating your Zoho CRM system with Zoho Projects. We're going to discuss how to make these systems work hand-in-hand to collaborate efficiently with yourCommunity Digest - March 2022
Announcements Zoho CRM's design garage, Canvas gets a few new enhancements, including reusable components and style presets. Now, import subforms conveniently in Zoho CRM. Introducing the Wizard functionality in Sandboxes Zia notifications through differentFocus Group webinar - New Sales Forecasting in Zoho CRM
Hi there, Setting targets is unarguably a vital part of any sales process. But how often do we track or measure it? More to the point, how often do we know what sort of outcome to expect? Zoho CRM enables an array of data collection from multiple pipelines,Tip #2: Set up lead conversion mapping settings based on page layouts
Hello everyone! We, at Zoho Community, are happy to get back to you with a new tip for this week. In our previous post, we talked about lead scoring. Click here to read about it if you missed it. The tip for this week is related to one of the primary aspects of a CRM - Customization. Tip #2: Set up lead conversion mapping settings based on page layouts If your business deals with multiple products or services, you may be using page layouts in CRM to manage the diverse sales requirements. For instance,Tip #24: Customizing Deal stages for your business
Hello folks, As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the Deal Stage pick-list values in your Zoho CRM account. We have had many users ask us if they can edit the Deal Stage picklist values based on their exact requirement in Zoho CRM. The answer is yes, you can modify the stages based on your sales process. We understand that every business is unique and involves a unique sales process. While the Deal stages that are listed by default in Zoho CRMSave More Time with Automation in Zoho CRM
Gone are the days when business professionals spent a lot of time in manual data entry. The effective implementation and use of Zoho CRM enable business professionals to maximize their time efficiency. Zoho streamlines the business processes and segregatesFunction #42: Organize Contacts based on the Deal Stages
Welcome back everyone! Last week's function was about updating subform records in two accounts simultaneously whenever one of them is updated. This week, it's going to be about displaying the Deal stages as "tags" in the Contacts records. Business scenario We all have our own ways of categorizing stuff. Lets say, you have a bunch of novels and you categorize them based on the genre, like "Action & Adventure", "Fantasy" or "Thriller". All of them are placed under a "Book Shelf" with separate sectionsZoho User Group Meetups - March 2022
Hello everyone, We're elated to announce that we're hosting the Zoho User Group (ZUG) physical meetups in the Middle East region next week. In addition to Dubai, we're starting Zoho User Groups in Manama and Doha. In case you aren't aware of Zoho UserLookup Fields - Word of the day #65
The lookup field helps in establishing a relationship between different modules (linking two different modules: e.g, Accounts with Contacts). For example, say some of your contacts refer more leads for your business. You want to know which contact referredAutodial via Campaign Automation
Is there an app where I can create a Workflow Automation and have one of the Actions be a phone call to the customer AND the business to connect via phone? I know there's an SMS action, but I'm looking for a way to essentially schedule an automatic phoneLatest Releases and Updates in Zoho CRM
Zoho Corporation has come up with a number of updates in the Zoho CRM platform just like each year. These new updates are expected to continue helping users seamlessly run their business operations with the new technologies. In the blog, we will haveMeetup Snippets E07 | Setting up survey form workflow in Zoho CRM
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The seventh snippet in this series taken from Houston ZUG meetup in January 2022, features Kevin Paylow. Kevin walks us through a simple workflowSpotlight #8 - Automated actions in SLAs
The earlier SLAs trigger standard emails and escalate them to the manager or the admin when the set time is crossed. With automated actions in SLAs, you can configure user-defined actions, including tasks, field updates, executing functions, webhook etc.Meetup Snippets 06 - Zoho One for Shipping Fresh Cookies to Corporate Clients
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The sixth snippet in this series, taken from our Minneapolis ZUG meetup April 2021, features Juan Ramirez. Juan, aka The Cookie Man, walks us throughSpotlight #2 - Overview on Zoho CRM's Portals
Hello everyone, In today's post, we will give you a brief overview on Zoho CRM's Portals. Portals serve as a gateway through which you can give your customers, vendors or partners an easy access to the CRM modules and some of the associated data like products, inventory, quotes and so on. Also, based on the accessibility permission the users can create, edit or view the data in these modules. Benefits of Portal Portals can be beneficial to your organization as well as the customers in many ways.Zero in on your unattended records through time-tracking filters
Hello folks, It's that time of the week again, and here's another handy tip for you. You know advanced filters have plenty of benefits, and using them has always helped you get valuable sales information in double quick time. Here's another useful filter you can use, which will ensure that none of your leads are ignored. You're a sales manager who's relying on your team to give you a number of leads. While your sales reps work hard on generating and converting as many leads as they can, certain leadsMaximize Your Potential as a Sales Representative With Zoho CRM
Most of the sales representatives are not so fond of using a CRM solution. The reason behind this is that the sales representatives enter the data manually and spend multiple hours making reports. They also claim that CRM is not so user-friendly. TheNext Page
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Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveragingJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpZoho CRM Community Digest - September 2024
Hello Everyone, Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity. Let's dive in! ProductQ4 United Kingdom In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions andQ3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areas
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Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveragingJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpZoho CRM Community Digest - September 2024
Hello Everyone, Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity. Let's dive in! ProductQ4 United Kingdom In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions andQ3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areas
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