Introducing Rollup summary in Zoho CRM
------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that
Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
Update : Zoho CRM For Everyone's Nextgen Interface gets an upgrade! Hello everyone, We’ve updated the Zoho CRM for Everyone Nextgen interface based on your feedback. The UI is now simpler with a unified sidebar, a more visible global search and features
Introducing the locking option for CRM records
Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latest
Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023
Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be
Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following
Field of Lookup in CRM
Last modified on 04/04/2023: Field of lookup is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, We're thrilled to talk about a much-awaited enhancement to lookup fields—now
Forecast performance analysis
Last modified on 15/05/2023: Performance analysis in forecasts is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of May 10, 2023, it is rolled out for all Zoho CRM accounts. Find
Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links
Create workflow rules based on notes
Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 13, 2023, it is rolled out for al Zoho CRM accounts.
Global Sets in CRM
Last modified on 18/04/2023: Global sets is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Learn more about this feature in our help docs: Overview of global sets | Working with global
Send SMS Notification from Zoho CRM
Hello Everyone, ----------------------------------------Moderated on 4th April, 2023--------------------------------------------------- Moderation Update: The Notification SMS feature is now accessible to the public to Indian Customers who have Sender
Lookup filter in Zoho CRM
Last modified on 13/04/2023: Lookup filter is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of March 24, 2023, it is rolled out for al Zoho CRM accounts. Find out more about Lookup
[Early Access] Voice of the Customer (VoC) for Zoho CRM
Happy new year, everyone! We have an exciting addition to our suite of features and would like to introduce you to VoC (Voice of the Customer) for Zoho CRM, powered by Zia. 2023 is definitely the best time to be a customer with rapid innovations and advancements
Addition of free products , dynamic quantity update & more — What's New in CPQ | August 2023
Hello everyone! We are happy to present to you, some of the latest features introduced in Zoho CRM's in-built CPQ system. As you may already be aware, CPQ offers a bespoke quote management facility right inside Zoho CRM. You can set up product configurations
[Early Access] Circuits in Zoho CRM- Orchestrate Functions in Zoho CRM
Early Access Interest form Resources Help Documentation Feature availability Currently supported for CRM accounts in US Data Centers Editions CRM Enterprise & Ultimate, CRMPlus, Zoho One Default credits added 15,000/Month - Enterprise | 20,000/Month
Email Storage for Zoho CRM | Public Early Access 2023
Hello All, Looking back at our journey, we've consistently focused on enhancing email features, and email storage has always been a crucial aspect. However, its consumption is not uniform, leading to challenges for admins and managers in effectively managing
Adding calls as a channel in Voice of the Customer
Dear All, We hope you're well! It's been almost a year since we opened Zoho CRM's Voice of the Customer solution up for early access. We are grateful for the reception and support you have been showing us with regards to its adoption and feedback. Since
Introducing Zia Scores in Zoho CRM
Hello everyone, We have a new feature update for you all! :) Introducing Zia Scoring, another valuable addition to Zia's prediction abilities. Scoring and segmenting customers based on their demography, age, gender, preferences among others will help
Stage component in Zoho CRM | Public Early Access 2023
Hello All, We hope you're well! We are thrilled to introduce you to Stage component in Zoho CRM. This is a public early access feature and is available to customers upon request. Please submit your request for early access by filling this form. Analytics
Introducing PathFinder for Zoho CRM: Journey orchestration gets more precise | Public Early Access 2023
Hello everyone, We're happy to announce public early access to PathFinder, Zoho CRM's new journey discovery tool. With PathFinder, you can discover your customers' journeys across multiple touchpoints and channels, and understand how they interact with
Voice-based forecast analysis in Zoho CRM | Public Early Access 2023
Hello Everyone! We are happy to introduce you to yet another exciting update from Zoho CRM. This time, it's about the addition of a valuable dashboard component in Voice of the Customer called "Voice based forecast analysis" This feature is a sequel to
Custom forecast categories in CRM
Last modified on 21/04/2023: Custom forecast categories are now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 21, 2023, it is rolled out for al Zoho CRM accounts. Find out
[Early Access] — Presenting a new and improved email parser in Zoho CRM!
====EDIT============================== Latest update: As on 20th Feb, 2023 Old Email Parser will reach end-of-life on June 1, 2023. After EOL, old email parser will not be available in your CRM account. In the spirit of preparing for this deprecation,