Zoho learning for free!
Hello all, To anyone looking to becoming an expert in Zoho, we have some good news. We are happy to announce that one of our education partners, Peter Fuller, has come up with a set of free courses. Feel free to hop on to his academy and checkout andIntroducing criteria support in Contribution Module for Segmentation
Dear All, Hope you are well! Segmenting customers based on their purchase history helps you understand their behavior and purchase pattern. Now, to facilitate segmentation at a granular level, we have a couple of enhancements. What are the enhancements?Revamped List view is now available in the latest version of Zoho CRM Android mobile app!
Hello, All! In the latest version of the Zoho CRM mobile app (v3.5.25), we have revamped the list view of all the modules both in its appearance and functionality. You'll now be able to sort the records in the same order as on the web app in the mobileSpotlight #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 leadsMinor Enhancements in Multiple Scoring Rules
Dear All, Greetings! We have made two minor enhancements to Multiple Scoring Rules. Using custom modules in scoring rules: Currently, scoring rules can be configured for Leads, Contacts, Accounts, and Deals modules. Hereon, you can configure rules forSetting recurring tasks and reminders in tasks module are enhanced in Zoho CRM
Hello everyone, In this post we will brief you on the enhancement in creating a recurring task and setting up reminders. Let's take a look at the what has been changed. Recurring tasks can be set using Due Date Earlier, to create a recurring task you specified the Start Date, End Date, and the appropriate Repeat Type. Now, the start date field is removed and instead you have to specify the Due Date. The task will be repeated based on the mentioned due date. Custom repeat types can be configuredFocus Group webinar: Integrating Zoho Desk with Zoho CRM
Seeing that a lot of our users use Zoho CRM hand in hand with other services to collectively run their business, we're introducing a new sector in our focus group webinar series, discussing useful Zoho CRM integrations to streamline your business operations.ZUG Virtual CRM Meetups across the UK - February 2022
Last year, we were beyond happy to see how the Zoho Community continued to grow, learned from, and helped each other through our virtual Zoho User Group meetups. We couldn't be prouder of our Users for taking the time out to come together and supportFocus Group series: Widgets 101 - Create, test, and embed widgets
This Focus Group webinar series brings into focus, Widgets in Zoho CRM, Zoho Desk, and Zoho Projects. This series of webinars will enable you to build and implement widgets that integrate seamlessly with other internal and external applications. WidgetsEnhancement in Field update and date/time based triggers in Workflow
Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as theCommunity Digest - January 2022
Announcements Webinar alert - Register for the upcoming Focus Group webinar series on integrating Zoho Desk with Zoho CRM Checkout the recent feature additions in field update and date/time based triggers in Workflow Follow the UI-level improvementsZUG Virtual CRM Meetups - January and February 2022
We'd like to thank you, Zoho Community, for coming together and braving 2021! Here's to a healthy and prosperous 2022! We are excited to kick-start this year by opening registrations for the Virtual ZUG Meetups for January and February 2022. ConnectZoho CRM Mobile app is now HIPAA compliant
Hello everyone, We are glad to inform you that the Zoho CRM mobile app is now HIPAA compliant. What is HIPAA? HIPAA also known as Health Insurance Portability and Accountability Act, is a law that is required to protect sensitive health informationEnhancements in Email Notifications
Dear All, Greetings! We have a quick update on CRM email notifications under Actions. Let's go! Email notifications is one of the actions that can be configured in automations like workflow rules, blueprint, command center, etc. Up till now, the emailIntroducing Dialpad, Xoxoday, Elevate, Stripe, and 11 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of September 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to helpIntroducing Image Upload in Canvas
Dear All, Canvas lets you create or redesign your CRM interface beyond the traditional customization options available. You can design the record details page starting from a blank template or using the default template options available, add images,Updates in Workflow rules: Retry failed actions from workflow reports
Dear All, We have some interesting updates in the workflow reports! Setting up automation using workflows saves a substantial amount of time in various business activities. Additionally, to monitor the performance of each workflow rules, we provide workflowZoho CRM for QuickBooks
Hello! We are happy to announce the integration of QuickBooks with Zoho CRM. Zoho CRM for QuickBooks helps you maintain complete and up-to-date customer information in both Zoho CRM and QuickBooks. Here are some of the key features of this integration: Transfer data (contacts, quotes, products, vendors, sales orders, and invoices) between Zoho CRM and QuickBooks Import all the data from QuickBooks to Zoho CRM Export all or selected records from Zoho CRM to QuickBooks Synchronize contact and vendorEnhancements in Zoho CRM Motivator
We are excited to present to you, a set of latest enhancements in Motivator. These updates include UI-level improvements and customization options directed at helping you achieve better clarity with insights on your team's performance. 1. KPI componentA step-by-step guide to integrate Google Contacts using Sigma
Integrating and syncing data is a significant factor for effective customer relationship management. Let's consider a scenario where an entrepreneur is planning on starting a new venture. An important factor in propelling any business towards successCommunity Digest - December 2021
Announcements Check out what's new in Zoho CRM Winter '21 release Regulate support tickets visibility with Zoho Desk integration in Zoho CRM Rolling out new enhancements in user field and reporting hierarchy Associate subforms and save templates as draftIntroducing Exotel, Integrately, Aloware, SanIPPBX and 12 more extensions for Zoho CRM
Telephony extensions We recently released four new telephony extensions. Start making calls from your Zoho products, and receive incoming call pop-ups to get contextual details even before you answer the call. Enable click-to-call and log call recordingsRegulate Support Tickets' Visibility In Zoho Desk Integration
Dear All, Greetings! When Zoho Desk is integrated with Zoho CRM, tickets raised by a customer in different departments are associated with their respective records in CRM to enable users to access and manage customer queries directly from the records.Associate multiple items to a record through subforms
Hey folks, Let's look at another new feature "Subforms", that we introduced last month during the Zoho CRM 2018 Release. As part of making your module forms more simple and clutter-free, we are happy to introduce subforms. A subform is a secondary form or table, which is part of a primary form, and lets you associate multiple line items to a record. Say you run a mobile store and use Zoho CRM to track the purchase and customer details. When customers buy mobile phones from the store, they also purchaseWhat's new in Zoho CRM Winter '21
Delivering the best experience, both to you and your customers, has been a cornerstone of Zoho CRM since our inception in 2005. With every release, our goal has been to make that experience richer. This year, we made a big stride in that journey withEnhancements in user field and reporting hierarchy
Dear All, Hope you are well! We have interesting updates like regulating record accessibility for user(s) who got record access via user fields and implementing the usability of "reporting to" field in multiple places in CRM. Let's get started! RegulateAdd color to your CRM tags to identify records quickly
Hello everyone, Tags are unique identifiers that can be associated with different records. For example, Hot leads, Cold calls, Big deals, etc., which helps to search, sort, categorize, filter, and segment records efficiently. The new enhancement is doneCanvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available byCommunity Digest - November 2021
Announcements Introducing portals for trial editions, allowing bulk operations, option to remove users, and more Announcing common Deployment Logs in Sandbox Rolling out new UI enhancements in Zia Notification Panel Zoho Marketplace houses more than 500Focus Group webinar - Multiple Sandbox and newer Sandbox enhancements
Edition requirement Enterprise and above, CRMplus, Zoho One Feature restrictions NA Feature role Amongst other things, Multiple Sandboxes provide multiple testing environments for different users in an organization Webinar details 14th December 2021 SessionIntroducing an updated User Home Page and other enhancements in Dashboards
Hello everyone, We have made a few enhancements in the User's Home page and the Dashboard tab. Additional components in the User Home page for new sign-ups In the Home tab, under User's home page a new CRM user could see only three components: My OpenImportant enhancements in Data Encryption
Hello everyone, We have rolled-out some important updates in field encryption. Given below are the details: The field based data encryption provides a way to safeguard ones customer data in the CRM system. Data encryption already allows encryption ofIntroducing portals for trial editions, allowing bulk operations, option to remove users, and more
Hello everyone, Portals has provided admins an avenue to let their customers, stakeholders, partners and others access CRM modules and data as required for their business. To enhance user experience and provide ease of working we have brought-in the followingChange in the pricing of CRM Portals
Hello everyone, We have revised the pricing of portals. According to the new pricing model: Minimum portal users: Earlier the minimum number of users in a portal was 50, now we have reduced it to 1. Refer to the table below for pricing of additional portals: Earlier Now 51 to 100 users - $12/user/month 1 to 1000 - $10/user/month. 100 users and above - $10/user/month 1001 to 10000 - $8/user/month (applicable only from 1001 user) 10001 and above - $5/ user/month (applicable only from 10001Introducing Slidecast, Acefone SMS, LogixOne, ON24, and 12 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 9 more extensions for Zoho CRM in the month of September 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to helpIntroducing Common Deployment Logs in Sandbox
Dear All, Greetings! Following our latest update about multiple sandbox environment, we are glad to present to you, two new enhancements - Common deployment logs and a UI change in the edit sandbox settings. Sandbox is a testing environment that simulatesIntroducing edition-wise Data Storage limits in Zoho CRM
Hello everyone, The storage space in CRM will now be divided into two categories: Data storage and File storage, both will have edition-wise limitations of their own. The edition-wise availability of data storage space (there are no changes in the file storage limitations) Edition Base Storage for an Org (approximate values) Additional Storage for an Org (based on each user license purchased) Maximum Additional Storage Free 5,000 records (10MB) You cannot purchase additional user licenses inGet your documents e-signed with the Zoho Sign extension for Zoho CRM
Sales frequently involves the salesperson carrying bundles of papers to get them signed, or the need for soft copies to be printed, signed, and scanned. In either case, it creates friction in business as it takes up time and effort to get the documents signed by both parties. The Zoho Sign extension for Zoho CRM removes these hurdles by allowing all parties to sign those documents digitally. Salespeople can close deals faster and focus on revenue while cutting down the time it takes to sign importantUI enhancements in Zia Notification Panel
Dear All, Greetings! Zia notifications provide insights, predictions, and alerts about behavior and anomalies in the business process. This helps to supervise the business and attend to the pitfalls on the go. Thus far, the panel displayed notificationsNext Page
Announcements
Zoho CRM - Upcoming Features ...
Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future. Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features. Thank you, With Best Regards, Dilip, Zoho CRMUser field support for subforms
Dear All, Subforms help you add and track data related to your CRM records. We've always supported most of the commonly used field types in subforms, so as to cater to your business requirements. Now we're happy to extend support to a User fields. Here'sIntroducing Customization of the Product details section
Note: As on 8th March 2021, we have enabled product line item customization for all users. API support for the changes done to this subform like adding new fields, removing fields and editing field properties is available in version 2.1 only. We are openingIntroducing many-to-many module association in Zoho CRM!
Hello all! We are pleased to introduce "many-to-many module association" in Zoho CRM! Your sales data are often inter-related. When you maintain this data in a CRM, you must have flexible options to capture the exact relationship between them. Zoho CRM allows you to interlink modules via lookup fields. However, a regular lookup field facilitates only a "one-to-many" association. That is, from multiple records in a given module, you can lookup only one record from a related module. In many cases,Revamped forecasting in Zoho CRM
Forecasting is an important part of a business's strategy to help set meaningful targets, optimize their sales strategies to help users achieve said target and drive revenue for the business. With this in mind, we've brought a number of different enhancements
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Zoho CRM - Upcoming Features ...
Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future. Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features. Thank you, With Best Regards, Dilip, Zoho CRMFunction-2: Round-Robin assignment of records
Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in theFocus 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 - IfConnect 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 areasExtension Pointers - Simple yet significant pointers: Adding developers to workspace #4
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