ZUG 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. CRMSpotlight #4 - Leverage the power of AI to get smart and intuitive lead assignment suggestion
In the fourth edition of our Spotlight series, we're going to discuss a few handy Zia features. Before we put the spotlight on Zia assignment suggestion and its importance, let's take a quick run-through of what Zia actually does. Zia in CRM Zia isCall Schedulling
Hi, I'm testing out Zoho as a CRM and I've brought all my leads I want to schedule calls to for the sales staff. How do I get Zoho to automatically schedule calls for leads I tried using Automation and Workflow Rules but I couldn't get it to work. ThereCommunity Digest - February 2021
Announcements Take a look at the recent update and pricing for Remote Sales Office Introducing Motivator for Zoho CRM: CRM adoption via fun sales Upgrade your telephony extension before February end New enhancements in record sharing, custom views,Small Business Heroes Podcast #5: How Dogs are Winning Over Machines in Mold Inspections!
In our latest episode of Small Business Heroes, we have Georgia Rei with us, talking about her business "Dog Gone Mold". Georgia is the Franchise Development in-charge at Dog Gone Mold and she shares a paw-some story about this mold inspection businessZUG Virtual CRM Meetups - February 2021
We have opened up registrations for the Virtual ZUG Meetups for February 2021. In these meetups, our Zoho experts will discuss email integrations with CRM - how you can setup email integrations, an overview of the email configuration and more. Here areZoho CRM 2021 Overview & Best Practices Webinar Presented By Zenatta Consulting
Join us next Tuesday, February 16, 2021 10 AM PST by registering here The hosts of the CRM Zen Show, a weekly podcast dedicated to Zoho News and product reviews, will discuss feature changes to Zoho CRM 2021 and an overlook at general best practices.Community Digest - January 2021
We hope you find the Community Digest series useful! We like to keep adding to it as much as we can so, if you've got any ideas, feel free to add them in this form here. Your inputs are greatly appreciated:) Announcements Introducing the upcoming customizationCan Zoho CRM plugin for Outlook be set to use default Web Browser?
The Zoho CRM panel in Outlook, all the hyperlinks to Accounts/Contacts/Deals/etc... will only open in Internet Explorer, even though Chrome is my default browser. Is there any way to change this?In spotlight #1 - The all new Import and Migrate functionality in Zoho CRM.
Hello everyone! We are excited to launch the 'Spotlight on CRM' series, yet another in the Community Learning Series, aimed at helping you master Zoho CRM. In this series, we'll showcase a feature that just released or one where we have more of you sending us your queries. Join the Spotlight and share your queries on the feature in focus. A team of product specialists will answer your queries. We'll feature posts in this series on-demand or on the heels of a recent release. The feature in focusZUG Virtual CRM Meetups - January 2021
Thank you, Zoho Community for coming together and braving 2020! Happy New Year! We have opened up registrations for the Virtual ZUG Meetups for 2021. In these meetups, our Zoho experts will discuss basics of Zoho CRM - how you can setup Zoho CRM, anManage your sales pipeline better to build your business
From the time a business acquires a lead, up until they close a deal - either won or lost, it is essential that they keep track of all the stages within the sales pipeline and ensure a smooth flow between them. So what is this Sales Pipeline? It is nothing but a systematic method that one follows to navigate between multiple stages through which a sales prospect goes - from becoming a lead to becoming a customer - and a sales pipeline helps you determine where exactly your opportunities are. Besides,Community Digest - December 2020
Thank you, Zoho Community for coming together and braving 2020! We're grateful to have witnessed the community spirit grow and thrive this year and, look forward to the same in 2021. Happy New Year! Announcements Register here for pre-early access toContact reminders
Looking for help setting up reminders to contact contacts by customer type. Thinking home screen would have a new list every day of 10 contacts or so to touch base with....a daily to do list basically. Cheers,Community Digest - November 2020
Announcements Take a look at the upcoming Blueprint enhancements - Parallel Transitions, Widgets Support and more! Check out the change of flow in creating new Accounts using standard Lookup fields Making first name mandatory for CRM users Zoho MarketplaceChris Kiadii talks marketing technology and implementing automation with Zoho’s suite of apps
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. Chris Kiadii is the Founder, Co-owner of Atlanta Freshstart providing home serviceFocus Group Webinars - Zoho CRM 2020 feature edition to build long-lasting customer relationships - Part 2
Hey everyone, Over the last month we covered half of Zoho CRM's 2020 feature edition release in a series of webinars. In these webinars, we covered new features that develop customer experience and insight. This month and next, we'll focus on features under the categories of CRM foundation and experience. All these features aim to collectively enhance and drive long-lasting customer relationships. We'll discuss use cases for each feature and how it fits into common business scenarios, and the challengesCommunity Digest - October 2020
Announcements Take part in the virtual Halloween costume contest and win a gift hamper worth $100 from Zoho! Block your calendar - Here's the second part of the focus group webinar series to build long-lasting customer relationships with Zoho CRM 2020Small Business Heroes Podcast #4: Streamlining Business Process with Virtual Assistant
How to take the pain out of your business routine with virtual assistant? Listen to the founder of SOS (Specialized Office Support) - Amy Wall, who has been helping businesses streamline their business processes like sales, marketing, accounting and evenMy Zoho Story #09 Dr. Joseph Sweeney talks about moving business goals with the ever-changing market
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. Joe Sweeney is the technology advisor for IBRS which provides Inform ation TechnologyMy Zoho Story #8 Martin Spritzer talks about the Zoho Ecosystem and Zoho Marketplace.
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. Martin Spritzer is the General Manager for iquotexpress.com which provides quoting solutions for various businesses around the globe. Listen to his story on how his company had evolved over the years.Community Digest - September 2020
Announcements Browser versions in CRM are upgraded to facilitate advanced functionalities. Here is what you need to know. The new error codes in CRM API for Zia Vision - RECORD_LOCKED and NOT_APPROVED Update to Search Records for new user sign ups from September 15 2020. Clone Webforms across layouts within the same module. Zoho CRM webforms are now responsive and hence the forms get automatically adjusted based on the screen size. Take a look at the Connections update on deploying from Sandbox toFocus Group webinars - Zoho CRM 2020 feature edition to build long-lasting customer relationships (Part 1)
Hey everyone, A couple of months ago, Zoho CRM pushed out its 2020 feature edition release - a collection of 16 massive, brand-new features. All these features spread across different avenues in CRM, aim to collectively enhance and drive long-lasting customer relationships. We've categorized these features based on their function in developing customer insight, experience, foundation, and intelligence. More on the individual features that fall under each of the above categories, can be found here.Hide some fields for certain contacts
Hello, I created a bunch of different fields. More specifically, if we have different licenses (let's say 10), a client could have up to 5 different licenses, but not the 10 of them. I want to have each license as a custom field to keep track of how many licenses each client has bought, but I don't want the 10 licenses to show on each of my client's "summary", just the licenses that he has bought. Is there any way in settings, design options, etc, where I could make it so the "summary" only showsCreate a report this month vs last month
Hi, Is there a way to create a report that shows deals created by rep this month vs last month? Same for deals. I am trying to add it to a dashboard. If I can actually create a component in a dashboard would be a lot better. Thank youCommunity Digest - August 2020
Announcement: Block your calendar - We've scheduled focus group webinars covering Zoho CRM 2020 features that help build long lasting customer relationships. Increase API Credits right from the API Dashboard. Take a look at the newly revamped and visually appealing UI of Kanban View. Sub-concurrency limit is increased for complex APIs. Check out the enhancements made to Functions and the Activities Module. Introducing Workflow for Facebook and Twitter. Zoho Marketplace has marked its milestone ofMy Zoho Story #07 Stuart George talks about the evolution of technology
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. Stuart George is the founder of CKP Creative which helps many businesses create an online presence and digital media strategies. Listen to his story on how his company had evolved over the years.Storage Space - Word of the day #110
Storage Space is the total space occupied by the records in the standard and custom module, which is inclusive of the notes that are added to the records. It also includes the space occupied by the data in your recycle bin. Data storage is calculated by taking the size of the records that you store in every module, the notes added to the records, and the data stored in the recycle bin. The edition-wise availability of data storage space in Zoho CRM: Edition Base Storage for an Org (approximate values)Team Collaboration - Word of the day #109
Zoho CRM is a collaborative CRM built to facilitate communication with your customers as well as your own team. Help your team stay connected with realtime sales updates. Enable teams to add helpful context to their sales records, or connect your collaboration tools to share updates from one platform. Feeds - Keep your team updated through Feeds, where you can discuss deals, collaborate on ideas, and broadcast announcements. Talk about a sales pitch that worked for you, post updates on the big dealsConnections - Word of the day #108
Connections is a simple authentication mechanism to connect your Zoho CRM account with any third-party application. Connections can be used to invoke any third party applications’ REST APIs and get access to your authenticated data from your functions or widgets. Zoho offers integration support for a wide range of third-party applications, including core Google services (Contacts, Calendar and Google Ads) and Microsoft software (MS Office, MS Outlook, etc.). However, there are some services thatMultiple Sales Pipeline - Word of the day #107
Every business has a unique sales process. If you are selling different products or targeting different types of markets, multiple pipelines can help you capture each deal's journey. With Multiple Sales Pipelines, you can accurately track multiple sales workflows for all of your products and markets. This feature helps us in defining the sales process for every deal. For instance, let's say Zylker Cars is a car dealership company that has different sales processes for reselling used cars, sellingGantt Chart - Word of the day #106
A Gantt chart is a visual representation of the project schedule. It displays information about task progress, task owner, task status and other task related data. The users of the Zoho CRM, in which the Zoho Projects extension is added, can view different types of reports. To view the Gantt chart in Zoho CRM, follow these steps: Select the Projects tab in the top navigation bar. Select the tab in the inner navigation bar corresponding to the project you want to work on. Click Reports in the leftSmall Business Heroes: Podcast #3 - Doug Kasper, Founder of 123HomeTheater.com
'Small Business Heroes' is a podcast series where we hope to covering stories from small business owners on how they use Zoho to scale their businesses. In this third episode of Small Business Heroes podcast series, we have with us a young entrepreneur from Twin Cities, Minnesota - Doug Kasper, founder of 123HomeTheater.com . 123HomeTheater.com provides consultation and installation services for a variety of home theaters to bring awesome movie theatre experience right into your homes. Let's listenQuadrant Analysis - Word of the day #105
When you have a large amount of sales data in your Zoho CRM, quadrant analysis allows you to distribute the data that you want to analyze or measure into four quadrants. You can analyze data such as, i) the type of campaigns versus the revenue generatedCohort Analysis - Word of the day #104
Cohorts are groups of users, customers, or data that share similar characteristics at any point of time. Cohort analysis can be helpful for understanding customer behavior across the sales life cycle or their buying trends and patterns, for analyzing support costs over a specific time period, or other similar metrics. Results drawn from the analysis can be used to adjust existing services or products offered to the identified cohorts and observing the resultant impact on the overall health of theSuper Admin - Word of the day #94
The Super Admin in Zoho CRM is one master administrator for the entire organization's CRM. Furthermore, communication regarding billing and other financial transactions concerning Zoho is held with the Super Admin. What is the difference between a Super Admin and an Admin? The Super Admin is the user who purchases the Zoho CRM subscription on behalf of the organization, and is the owner of the account. Super Admin is at the top of hierarchy in profiles and has all the privileges of an administrator.Tip #17: Keep Zoho CRM Home Page Clutter-free - For Yourself and Your Team
Hello folks, We are back again with a cool tip for this week on how you can maintain a clean Zoho CRM Home page. Tip #17: Keep Zoho CRM Home Page Clutter-free - For Yourself and Your Team The home page of Zoho CRM is very crucial for most of us. It is where you organize your day's work - your way! A cluttered home page could leave you lost in a busy schedule affecting your productivity. And the same holds true for anyone who uses Zoho CRM - be it for sales or marketing or any purpose. So in today'sTarget Meter - Word of the day #103
Target meter lets you set and monitor targets for your sales team. You can view the number of leads generated in the current year, annual revenue for last quarter, or sales target achieved in the past few months. You will not have to run through a pile of reports to get these information, all you need to do is choose a target meter and define the relevant parameters and get the data. Revenue, leads, deals—whatever your goal is, the target meter keeps your expectations realistic and helps you seeComparator - Word of the day #102
Compare a variety of metrics across multiple modules, such as users, teams, roles, and territories. Create a comparison table, weigh in on a range of parameters, and track how your metrics fare against each other. Zoho CRM provides you three types of comparator visual styles to suit your preference: Elegant, Sport, and Classic. You may also add an extra dimension to your comparator charts by comparing the current numbers with your past records. For example, let's say that one of the KPIs you useNext Page
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Zoho CRM Community Digest - November 2025 | Part 2
Hello Everyone! Second half of November brought several exciting updates, especially around Zia, making AI assistance smarter, faster, and more context-aware. We also feature engaging community snippets highlighting members who went the extra mile toZoho CRM Community Digest - November 2025 | Part 1
Hello Everyone! Here’s what came through in the first half of November: new updates and a few helpful community discussions with real, notable solutions. Product Updates: Android App Update: Inctroducing Swipe Actions You can now swipe left or right onZoho CRM Community Digest - October 2025 | Part 1
Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload yourZoho CRM Community Digest - September 2025 | Part 2
Hello Everyone! Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place. Let’s dive in. Product Updates: The All-New Address Field! The new Address field type makes it easier to capture complete addresses in one structuredZoho CRM Community Digest - September 2025 | Part 1
Hello Everyone! September's Here! Before we jump into product updates, and community highlights, here's a quick spotlight! Zoho has launched a Professional Sales Rep Certification course on Coursera, tailored for sales professionals to strengthen their
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How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,