From chemical labs to marketing desk | Small Business Heroes E08
In the eighth episode of Small Business Heroes, a CustomersSpeak series, we had a conversation with Shanique Young from Dallas ZUG. Shanique shares her interesting journey; from working in chemistry labs to becoming the technical sales and marketing directorMeetup Snippets 04 - How to create a targeted pitch?
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. “Don’t waste your words”, says Georgia Rei from Dallas ZUG in the fourth snippet in this series. This virtual meetup was hosted in April’2021. Georgia,Spotlight #6 - Extract activities and identify the purpose of emails with Zia
Welcome back to Zia for emails feature spotlight. In our previous post, we discussed the functionalities of Zia data enrichment for emails. This instalment covers the various other ways Zia for Email helps make day-to-day business processes, easier.Tip #7 - Siri shortcuts in Zoho CRM
Hello Everyone, Here is a tip about the 'Siri Shortcuts' feature and how it works in the iOS version of the Zoho CRM mobile app. What are Siri shortcuts? Siri Shortcuts are quick actions across your apps on iOS. They can perform an action automaticallyCommunity Digest - October 2021
Announcements Integrate multiple telephony providers within a single organization Rolling out Email Preferences: a global setup for role-based email sharing Introducing Certified Canvas Designers to help you implement Canvas for your business GamescopeMeetup Snippets 03 - 'Using multiple Apps in Zoho One' by Tiffany & Mike
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The third snippet in this series is from Austin ZUG April 2021 meetup, features Tiffany Stillwell, Austin ZUG Leader, and Mike Heaviland, walkingSending an email to new leads every two weeks
I need to send a campaign to new leads from the CRM every two weeks. What's the easiest way to set up the auto rule to pick up new leads every two weeks to automatically email them the same welcome campaign? We are talking very small numbers - maybeCommunity Digest - September 2021
Announcements Announcing color coding for picklist fields in Meetings We've made new updates to Bounce status in the Campaigns module Launching Announcements in Zoho CRM to communicate important updates Introducing color coding of picklist values TakeJuan, 'The Cookie Man' and his journey with Zoho | Small Business Heroes E07
In the seventh episode of Small Business Heroes, we had a conversation with Juan Ramirez from Minneapolis ZUG, aka Juan The Cookie Man. Juan and his wife started a cookie business using Zoho services. Eventually he ended up becoming a Zoho partner, realizingMeetup Snippets 02 - 'How to learn from Zoho Community' by Hannah Eversole
We are happy to bring to you the second snippet in this series from Detroit ZUG meetup in September 2020, featuring, Hannah Eversole. Hannah is the Detroit ZUG Leader. She demonstrates how Zoho Community and online forums help her learn more and providesMeetup Snippets 01 - Route Management in Zoho CRM by Scott Pickel
We're excited to introduce #MeetupSnippets, a brand new segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The first snippet in this series is from Cleveland ZUG meetup this April. It features Scott Pickel, Cleveland ZUG Leader,Function-23: Auto-update multiple fields of a record with same details.
Welcome back people! Hope your new year is off to a great start! Lets begin this year with a simple yet useful custom function that lets you automatically update multiple fields of a record with the same details. Business Scenario: Recently, we got an interesting request from one of our customers. She was looking to update multiple fields of a record with the same details. Though copy-paste was an obvious solution, she was convinced that automation would help cut down on errors resulting from manualCommunity Digest - August 2021
Announcements Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio Introducing new charts and additional metrics in Webform Analytics Execute automation and other processes during import Announcing Multiple Sandbox types and supportAutomatic Syncing Of Google Tasks
I want to be able to automatically sync the tasks in my CRM with Google Apps tasks. I know you can export tasks but I have numerous workflow automations set up that create tasks based on various triggers. These tasks are not showing up in my Google tasksScoring Rules - Word of the day #49
Scoring rules help you prioritize leads, contacts, accounts, and deals based on record properties like fields, and customer touch points such as calls, emails, social signals, etc. You can assign positive and negative points to each property while defining a scoring rule. These individual points add up dynamically to a total score when a record is created or modified. Here's a knowledge-base article on setting up Scoring Rules. Check this quick video on the Scoring Rules. Previous 'Word of the Day':Spotlight #5 Enrich your data from emails efficiently with Zia
Zia is Zoho's AI powered assistant that with high precision, recommends insightful suggestions to automate redundant tasks. Do you still spend time replicating the details from your email to the CRM account? If so, read on, as this spotlight series discussesHow Zoho enabled a smooth transition from in-person to online sales
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. Sarah Dower is the Regional Sales Manager for Metagene. Metagene has been in the lifeCommunity Digest - July 2021
Announcements Introducing Zoho CRM's new email compose and a lot more exciting latest enhancements Take a look at the revised pricing of Zoho CRM portals Extending the Multiple currency limits and availability for all paid additions Zoho Marketplace housesFocus Group webinar: Part 1 - Zoho CRM’s Blueprint 3.0
Zoho CRM's Blueprint 3.0 comes with an array of varied new features and enhancements. We made a couple of posts on the community a few months ago, detailing what they do, and how they'll fit in to your business use-cases. You can find them here and here.Ask the Experts - live forum-based Q&A discussion on building customer insight with Zoho CRM
We are excited to open the stage for this month's open house discussion. Zoho CRM 2020 release included 16 robust features that covered developing customer insight, experience, intelligence, and foundation in Zoho CRM. We're happy to see a lot of youMy Zoho Story #2 - Empowering companies to scale their social media marketing
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. This Interview features the amazing duo of Jackie and Mollie Singer from Twinco New Media. They are the founders of Twinco New Media that helps a lot of businesses in Las Vegas and other parts of the West Coast for their digital media marketing. They help companies create a social media presence and premium contents on the web. JackieLead Conversion
Hello, in Zoho CRM, is it possible to only let users "convert" leads when the Rating equals "Qualified" or certain fields are not left blank? I would like to enforce that a Lead only converts to Account & Contact if its Rating is "qualified", an AccountCustom Function: Automatically populate the State, City and Country based on the ZIP code (only for US)
Scenario: Automatically populate the State, City and Country based on the ZIP code (only for US) When a contact, lead or an account is created, you have to fill in the address details manually. You can save time by populating the value for State, City and Country based on the ZIP code you enter. You just need to enter the ZIP code and the rest will be populated automatically. Right now, we have done this custom function only for United States ZIP code. Please follow these steps: Log in to Zoho CRMSelling Retirement Plans in a Competitive Market ft. Brian Dunkin | Small Business Heroes E06
In the sixth episode of Small Business Heroes, we have an interview with Brian Dunkin from Indianapolis ZUG, a veteran sales consultant with FACTS Inc. Brian brings over 30 years of sales experience in the finance industry and talks about his strategyHow to add the stages to a blueprint and update for existing records ? #21
Hello everyone ! An optimal sales process helps improve the efficiency of your sales team. Won't it be great if your CRM system let's you tailor the sales process the way you want it? Blueprint in Zoho CRM helps you do just that. By setting stages and trigger workflows, Blueprint ensures your sales team follows a set process without deviating from the specifics. Let's assume you've set the required stages and triggers, and fine-tuned your sales process with Blueprint. Your team has been followingCommunity Digest - June 2021
Announcements Introducing multi-organisation support with single sign-on in Zoho CRM Find similar records during conversion using unique fields in Contacts and Accounts Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions. Here is aCommunity 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 7CRM Hack #7: How to trigger a workflow for imported records?
Hello everyone, It's hack day again! A few months ago, we had one of our users present a case to us. She had set up a product module workflow rule that executed at the time of creation.This workflow also has a time-based action tied to the product saleAsk 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 alsoSalesInBox Email Issues
I've noticed in the last week that email that I have read and filed in SalesInBox folders, are showing back up in the inbox as not being read. I thought that I may have just forgotten, but started actually writing my tasks to make sure that I'm not mistaken.Tip #28 - Sync your Zoho Mail Calendar with Zoho CRM Calendar
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and easy tip on managing calendars today. If you are using multiple Zoho products, you may be maintaining your calendar in each product. For example, you update your personal events in Zoho Mail, while you maintain your sales events in Zoho CRM. However, note that these two calendars are separate. You may be assuming that these calendars are in sync as they come from Zoho. But justCommunity Digest - April 2021
Announcements Webinar Alert: Register for the upcoming Focus Group webinar series on Widgets 101 - learn how to create widgets from scratch Zoho Marketplace houses more than 500+ Zoho CRM plug and play extensions. Here is the list of 29 new CRM extension added,How to migrate from Zoho CRM API v1 to v2- Guidelines
Hi Everyone, We've noticed a surge in discussions and questions to our support that concern APIs and migrating from the soon-to-be obsolete version to the latest. Those of you who have already got this covered, great! This post is for the uninitiated and helps identify whether your account has an active API usage and if you have to migrate to the latest version. I'm sure many of you must have come across one of these banners in your CRM. As this is an important update, If you are not the CRM administrator,Small Business Heroes: Podcast #1 - Garland Best, a Realtor from Dallas
'Small Business Heroes' is a new podcast series where we look forward to covering stories from small business owners on how they use Zoho CRM to scale their businesses. The first episode is an insightful conversation with Garland Best, a humble, hard-workingCRM Hacks #26: How to search records based on unique IDs in ZOHO CRM
Hello everyone. Zoho CRM provides a powerful API that facilitates integrating CRM with many third party applications. The searchRecords API helps retrieve the records that match a specific criteria. Every record in CRM will have a unique Record ID that gets parsed into the URL while accessing the record. Some of our customers wanted to use the searchRecords API using the Lead ID. Take for example, having a Zoho Creator form that could fetch the required details from the record when the Lead ID isCommunity Digest - March 2021
Announcements Introducing Zoho CRM's V2.1 APIs New enhancements in Dashboards UI and an all new home page view New updates in deal stage and stage probability mapping Multiple location URLs and date picker are now available in Zoho CRM Webforms Announcing fieldSBH Shorts - Interview with Kelly Kuester from Printware LLC
[A spin-off from our regular "Small Business Heroes" podcast series, this interview is in a readable/blog format. Thus, SBH Shorts.] I'm glad to introduce our next guest - Kelly Kuester on our "Small Business Heroes" series. Kelly is a member of MinneapolisZUG Virtual Zoho CRM Meetups - April 2021
We have opened up registrations for the Virtual ZUG Meetups for April 2021. In these meetups, our Zoho experts will discuss a few best practices around email integration with Zoho CRM - how you can setup email integration, an overview of email configurationZUG Virtual CRM Meetups - March 2021
We have opened up registrations for the Virtual ZUG Meetups for March 2021. In these meetups, our Zoho experts will discuss basics of Zoho CRM - how you can setup Zoho CRM, an overview of the effective data management and more. Here are the details ofQuarter 1 - Zoho Community meetups across Australia
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2. CRMNext Page
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ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meetZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunityZoho CRM Digest - January 2024
Welcome to our Monthly Digest! As we kickoff the new year, let's recap the most important product updates and discussions from the Zoho CRM Community. Product Updates: The final date extension for activities module depreciation Attention: As a reminder,Zoho CRM Community Digest - December 2023
As we bid farewell to the past year, we're kicking off the new year with a roundup of exciting developments, discussions, and insights from the Zoho CRM community. Let's dive into the December Digest and get a sneak peek at what's in store for you inZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for this
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ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meetTip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filterZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunityZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for thisCloning Email Templates across modules in Zoho CRM.
The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven't noticed it already, cloning email templates is possible now! Cloning is useful because it cuts down the hassle of having to create the same email templates again for different modules. Here are the steps: Navigate to Settings---> Customization--->Templates