Multi-select Lookup Field - Word of the day #66
The Multi-Select Lookup Field enables you to establish what we call a many-to-many relationship between two modules in CRM. For instance, consider the example an insurance company. A single policy may be held by many policy holders. Similarly, a single policy holder may hold many policies. If you have two modules - Insurance Policies and PolicyHolders - there is a need to associate multiple records from each module to each other. This is not possible with a regular look-up field, as it allows onlyCOQL - Word of the day #71
COQL (CRM Object Query Language) is a SQL like language for querying data in Zoho CRM. It has some major advantages over the searchRecords API: you can use extra search operators (like, not equal, greater than etc.) and you can join multiple modules together. Read this article for an overview on COQL. This video shows you how to use it. Previous 'Word of the Day': API Next 'Word of the Day': WidgetAPI - Word of the day #70
API stands for Application Programming Interface. An API is a software intermediary that allows two applications to talk to each other. In other words, an API is the messenger that delivers your request to the provider that you're requesting it from and then delivers the response back to you. Use Zoho CRM's APIs to connect multiple data sources, enhance your workflows with additional data, and maintain a single point of truth. REST APIs: Access and work with almost all of Zoho CRM's components usingMy Zoho Story#3 - Hannah Eversole on Zoho, the need for remote collaboration, and adaptability in 2020
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 Hannah M Eversole, Global Strategy Analyst at Accurate Technologies Inc. Hannah is the driving force for Zoho in her company, implementing Zoho for various aspects of their business. Hannah also talks about the need for remote collaboration for businesses in 2020 and the solution offered by Zoho with its wideCalendar - Word of the day #69
Plan your demos with prospects, calls with customers, training sessions, and just about anything sales-related using Zoho CRM's built-in calendar. You can use your group calendar to check a lot more than just your colleagues' availability to attend calls or meetings. Filter your colleagues based on territories and other relevant criteria when you have to pass on specific information. Call prospects directly from your calendar and avoid the hassle of searching for phone numbers. Turn a one-time eventCustom Module - Word of the day #68
Zoho CRM comes with standard modules for Sales, Marketing, Customer Support and Inventory management etc. However, module requirements can vary widely from business to business. Custom modules give you the flexibility to create the niche solutions that maximize operational efficiency. With the Custom Modules functionality in Zoho CRM, you can develop new modules using built-in tools that need no programming skills. These custom modules can seamlessly integrate with core CRM modules and need not beCommunity Digest - June 2020
Announcements: We are elated to announce our most awaited features of 2020. Check out the posts below: Understand customers' expectations Offer a personalized selling experience Evaluate how your business processes are performing Improve work environment for your employees Here's a list of Zoho Marketplace releases: WeChat Pay, Bold BI and 4 more Zoho CRM extensions. Events module renamed as Meetings. The 'Need Help?' section inside the CRM profile page is revamped. Kaizen: Kaizen#34 - API CreditsLinking Module - Word of the day #67
A linking module is one that serves as a junction between two modules associated with a multi-select lookup field. Each association between two modules (created via a multi-select lookup field) is created as a record in the linking module. Here's a knowledge base article on working with Linking Module. Previous 'Word of the Day': Multi-select Lookup Fields Next 'Word of the Day': Custom ModuleCurrency Fields - Word of the day #64
The currency field in Zoho CRM module layouts enable your users to enter a monetary value. It displays a currency symbol and allows entering a decimal value. Here's a knowledge-base article on working with Currency Field. Watch this video by Paul Nicholson on working with multiple currencies. Previous 'Word of the Day': Dependency Fields Next 'Word of the Day': Lookup FieldsSmall Business Heroes: Podcast #2 - Jeniffer Weise, Founder of Bee Free Gluten-free Snacks
'Small Business Heroes' is a new podcast series where we hope to covering stories from small business owners on how they use Zoho CRM to scale their businesses. In this second episode of Small Business Heroes podcast series, we have with us a dynamicDependency Fields - Word of the day #63
In Zoho CRM module layouts, there could be certain fields whose values depend on another field's value. This can be defined as a parent-child relationship. For example, let's say there are two fields - Country and State - in your Leads module. The values in the State field will depend on the country that you select from the Country field. Similarly, the values for the Sub-Department field will depend on the Department field that you select. This kind of relationship is established by mapping dependencyTip #25: Customizing the Search Results layout in Zoho CRM
As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the search results layout in Zoho CRM. As you already know, you can search records using the Global Search option. For instance, you want to fetch the details of a contact called Smith, simply enter the keyword "Smith" in the Search text-box and Voila! You will see the details listed as related lists from all matching modules. But here, each related list you see above displays a standard set of columns. SayPick List Field - Word of the day #62
Pick List (or Drop-down) field is a field type in Zoho CRM that allows you to set a list of options for the CRM users to choose from, when submitting data. For example, when creating a new lead, you would want users to select an industry from the drop down list in field called 'Industry'. As an administrator of Zoho CRM account, you can edit the default pick list options provided in Zoho CRM. Multiple pick-list option enables selecting multiple values when creating or editing a record. For instance,Formula Fields - Word of the day #61
The Zoho CRM formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. For instance, an insurance company may need to determine if the provided date of birth (by policy holders), confirms their eligibility to own a policy based on their present age. Here are few examples of Formula Fields Here's a knowledge-base article on working with Formula field. Watch this video from Ethical Technology where heOmnichannel Communication - Word of the day #60
Zoho CRM allows you to converse in real-time with customers and prospects through any channel of communication. You'll get notified when someone interacts with your brand—whether they're browsing your website, reading an email, or talking about your brand on social media. Learn more. Check this video on performing omnichannel communication with Zoho CRM. Previous 'Word of the Day': GDPR Next 'Word of the Day': Formula FieldsGDPR - Word of the day #59
General Data Protection Regulation (GDPR) is a new set of rules designed to provide EU residents control over how their personal data can be used by companies across the globe. At its core, these rules aim to protect the data of its EU residents. This means that organizations need to be well aware of the impact that this will have on individuals and businesses who deal with EU residents' personal data. One also needs to be well-prepared to follow consistent data protection compliance requirements.CRM for efficient sales follow-up — Never miss out on a potential big deal ever again.
Rigorous follow-ups in business demonstrate one's determination to build relationships with your customers. The end result of these successful relationships is, of course, more sales. Simply put, a follow-up is the process of proactively communicating with customers to complete an activity—in this case, a sales rep carries out a set of repeatable steps to build relationships, taking the prospect from the early stage of awareness to the final sale. Why following up in sales is important Never missZIA - Word of the day #58
Zia is an AI-driven sales assistant for Zoho CRM. Zia optimizes your CRM data through data mining and machine learning to deliver key business information such as sales predictions, suggestions, and alerts. It is not only based on what goes into the system, but Zia even learns how each salesperson uses Zoho CRM from all her analysis. With Zia, you can understand your customer's behavior and deliver personalized marketing campaigns and other services that help you improve sales. Here's a knowledge-baseMachine Learning - Word of the day #57
Machine learning is an area of artificial intelligence (AI) and refers to machines and systems automatically learning new behaviors and processes from experience without needing to be specifically programmed for them. When exposed to new data, these computer programs are enabled to learn, grow, change, and develop by themselves. So, put simply, the iterative aspect of machine learning is the ability to adapt to new data independently. This is possible as programs learn from previous computationsArtificial Intelligence - Word of the day #56
AI stands for Artificial Intelligence and can be defined by creating and using machine processes that carry out actions “intelligently,” mirroring human behavior and responses. Some AI activities of today’s world include: speech recognition, information processing, self-correction, reasoning and problem solving. Over the past few years, Artificial Intelligence has been pushing the boundaries of what business tools can do. AI that can talk has been around for sometime now but it has started to showValidation Rules - Word of the day #40
Validation rules in Zoho CRM allows you to define the accuracy and validity of the data that enters CRM. That is, you can define the undesirable values for a field in a validation rule, and if a field value entered for a record matches the criteria defined in the rule, CRM will throw an alert and will not allow the record to be saved. Here's a knowledge-base article on creating Validation Rules. Check this quick video on understanding Validation Rules. Previous 'Word of the Day': Sandbox Next 'WordTelephony - Word of the day #55
The Telephony feature connects the PBX system and the Zoho CRM system that holds all the important details of your leads and customers. With this feature, Zoho CRM offers you a platform to manage incoming and outgoing calls. Not just that, it reminds you of the calls that are scheduled and also identifies the caller and matches the details with the customer's record in Zoho CRM. Here's a knowledge-base article on Telephony in Zoho CRM. Check this video that show Telephony feature. Previous 'WordSubforms - Word of the day #54
Subforms are secondary forms or tables, which is part of a primary form in Zoho CRM. With sub-forms, you can establish a one-to-many relationship with data in your CRM, in which many secondary items are associated to a single primary record. In simple terms, a subform is a secondary form or a table, which will enable you to include multiple line items into a primary form. Here's a knowledge-base article on understanding and working with Subforms. Check this quick video on understanding Subforms.Conditional Layouts - Word of the day #53
Conditional layouts are created with layout rules, by which you can establish an interface in which certain fields are shown depending on the value entered in a previous field. As a result you are able to make your layouts dynamic - as the entire structure of a layout changes based on the field values you enter. Note that you are not eliminating fields from the layout, you are only controlling how a layout appears based on certain field values. Here's a knowledge-base article on working with ConditionalThe sales cycle and its implementation in CRM
In our previous discussion, we looked at what Sales Force Automation is and how it helps businesses overcome obstacles in a sales process. The process of taking a customer through a sales cycle, right from acquisition to conversion and retention can be streamlined, and routine tasks such as sending emails, scheduling tasks, and updating fields can be automated using a CRM, so that you are more efficient and save time and effort. Now, let us specifically look at what a sales cycle is and how ZohoField Sales Operations - Word of the day #52
Sales activities that require a field visit to a said location—either the clients' premises or other locations associated to the client— may be referred to as field sales operations. Previous 'Word of the Day': Sales Territories Next 'Word of the Day': Conditional LayoutsMarketplace Solutions 01: Manage your Acuity Scheduling appointments within Zoho CRM
A study says that sales reps spend 14% of their time in customer meetings. That said, scheduling appointments is one of the most unproductive tasks of your daily sales routine. Often times, it involves sending emails back and forth to agree on a timeAssignment Rules - Word of the day #50
Zoho CRM's assignment rule tool is designed to let you automate the lead assignment process by defining rules based on which leads are assigned to a set of agents/reps. You can configure different criteria based on your industry's specifications like territory, product interest, lead source etc., such that only the leads that satisfy the criteria will be automatically assigned to the selected rep. By automating the lead assignment process, you can save a lot of time and effort and also reduce theSales Territories - Word of the day #51
A territory is the demarcation of the sales force structure by which customers accounts are grouped and shared with the sales people of an organization. Territories can be based on various factors such as geography, industry, product line, the expected revenue, verticals, etc. Here's a knowledge-base article on managing sales territories in Zoho CRM. Check this quick video on Sales Territories. Previous 'Word of the Day': Assignment Rules Next 'Word of the Day': Field Sales OperationsSay goodbye to monotony in sales. Say hello to automation.
In many organizations, a large portion of a salesperson's time is spent on routine administrative activities rather than on sales or customer interactions. This work often consists of sending follow-up emails, creating task lists, and filling out paperwork. While each of these routine activities plays a crucial role in your sales process as a whole when carried out manually, they can become a bottleneck to achieving your sales targets. This, in turn, results in process delays and demotivation. IfIntroducing the "CRM Admin Chat Room" — An exclusive space for you to discuss instrumental sales concepts with experts and peers.
"Curiosity is the wick in the candle of learning" , as you may already know, is a very popular quote by William Arthur Ward. Children, for instance, are inherently curious, aren't they? — "Why is the sky blue?" "How do planes fly?" "Why am I short?" TheyGamescope - Word of the day #48
Gamescope in Zoho CRM is designed with the sole aim of making sales more fun and exciting for your sales teams. This is achieved in two ways - by letting sales people compete with one another and also with oneself. Here's a knowledge-base article on setting up Gamescope. Check this quick video: Previous 'Word of the Day': Canvas Next 'Word of the Day': Scoring RulesZoho CRM Error message #1: Fixing [ Server Disconnect ] or [ Connect Error ] while configuring IMAP.
Error messages need no introduction. Software applications work based on a certain logic and you encounter an error message whenever the process deviates from the set logic. In this new series, we will be addressing some of the common error messages encountered in Zoho CRM and how to fix them on your own. There are couple of error messages that you might encounter while configuring IMAP within Zoho CRM. [Server Disconnect] error when the server fails to establish connection with the ports [ConnectionCanvas - Word of the day #47
Canvas View in Zoho CRM lets you sculpt an exclusively personalized view of your CRM records. You can customize the way the records are displayed depending on your business needs. You can use canvas to add record images for better identification, use custom buttons for representing the fields, use specific font style or size, change the alignment of field types, group similar field types, and much more. In other words, you can completely refurbish the way your CRM records are displayed per your choice.Community Digest - May 2020
Announcements: Introducing a new instant action in the Workflow rule - Create record. Check out the new field to upload gallery of photos - Image upload field. Updated org-specific OAuth2.0 Tokens flow for Zoho CRM. Remote Sales Office, a team collaboration toolkit - Zoho Cliq, Zoho Meeting, and Zoho ShowTime integrates with Zoho CRM in a single package. Kaizen: Kaizen #29 - Parameters in Zoho CRM APIs [Part 1/2] Kaizen #30 - Parameters in Zoho CRM APIs [Part 2/2] Kaizen #31 - Subforms #API KaizenWeb Forms - Word of the day #46
Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Here's a knowledge-base article on working with Web Forms Check this video on Web Forms. Previous 'Word of the Day': Audit Logs Next 'Word of the Day': CanvasHow to manage and segment multiple business data in Zoho CRM
Today, let us see how to manage and segment data when you handle multiple businesses in Zoho CRM. There are businesses that have different products catering to different verticals . For example, an insurance company handles Health, Vehicle, and Property insurances simultaneously. Each segment has its challenges. Insights and management of data by segment is essential to channelize sales efforts. Zoho CRM helps you segment the data and manage them effectively. Let me show you how this is done if theAudit Logs - Word of the day #45
The Audit Log is a chronological sequence of entries, each resulting from the actions performed by Users in Zoho CRM. Audit logs are helpful to determine what has happened before and after an event, and also to identify records associated with certain events. Users with administrative profile can access this feature. Here's a knowledge-base article on working with Audit Logs. Check this quick video on Audit Logs. Previous 'Word of the Day': Autoresponders Next 'Word of the Day': Web FormsAutoresponders - Word of the day #44
Autoresponder is a feature in Zoho CRM used to automate scheduled follow-ups with your leads/contacts. These come in handy when you wish to plan drip campaigns. Here's a knowledge-base article on managing auto-responders. Check this quick video: Previous 'Word of the Day': SalesSignal Next 'Word of the Day': Audit LogsSalesSignals - Word of the day #43
The SalesSignals feature in Zoho CRM provides real-time notifications from your leads, contacts, or potential customers. You can keep track of all the customer interactions across various channels and follow-up with them from one central place, your Zoho CRM account. SalesSignals improve timely communication and enables you to follow-up with your leads and contacts and close deals quickly. Here's a knowledge-base article on enabling SalesSignals in your Zoho CRM. Check this video on understandingNext Page
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Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeksZoho CRM Community Digest - December 2025 | Part 1
Hello Everyone! In the first half of December, Zoho CRM rolled out auto-invite for portals, smarter CPQ with Zia suggestions and price rules, and Query Workbench for faster query building. We also highlight other noteworthy conversations you shouldn’t
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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,
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