Zoho User Group (ZUG) in-person Meetups - US region
Hello everyone! We are delighted to announce that registrations are now open for the US Meetups taking place in May. Join us for an engaging day of discussions and networking on all things Zoho. During these two meetups, we will explore how CRM modules
Enhancements related to emails
Dear All, We hope you're well! We talked about the new email configuration in our previous announcement. In line with that, we're here with a few enhancements related to emails in Zoho CRM to improve how users view their emails and attachments from within
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
Zoho User Group (ZUG) In-person Meetups - India region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connect
New Updates to the Bounce status in the Campaigns module
Dear All, We hope you are all well! We are here with new updates to the Campaigns module . As you know, Zoho CRM could be a bigger database of Leads and Contacts than any standalone marketing applications. Thus, we have the campaigns module to manage
Zoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!
A big HELLO to the everyone in the Zoho Community! Another great year, another set of new challenges and another set of vibrant goals are ahead of us. We're starting the year off with the ZUG meetups for 2023 spread out globally. We're back again with
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.
Introducing Zia Strategy Influencer for Zoho CRM
(Last Modified on 22/08/2023): The Strategy Influencer feature is now available to all customers. Hello everyone, We are glad to launch Zia Strategy Influencer, an AI-derived strategy prediction analytics in Zoho CRM, for administrators, which provides
Zoho User Group (ZUG) In-person Meetups - UK region
Hello everyone!
We are delighted to inform you that registration is now open for the UK Meetups taking place in May. Join us for an engaging day of learning, networking, and sharing. During this meetup, we will be exploring the nuances of customizing
The "Reason for loss" field in the Deals module is now a picklist field
Dear All, We hope you're well! We are pleased to announce that we have updated the "Reason for loss" field as a system-defined picklist field. Currently in Zoho CRM, when a deal is lost, the reason for the loss is collected as a descriptive form and
[Webinars] Enhancements in Zoho CRM Customization, Analytics, and Forecasts
Hi everyone, Recently, 10 brand-new features were added to Zoho CRM’s core functionalities spread across field customization and control and, analytics and forecasting. To help you all implement and make the most of them, we're scheduling two webinars
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 purchase
Roles, profiles, and webforms bulk delete support in CRM Admin Tools
Hello everyone, We are happy to announce a second set of support features for Admin Tools. In the last phase, we released support tools for templates, custom views, workflows, and reports. To learn more about the first set of features released, please
Zoho User Group (ZUG) in-person Meetups - APAC region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening from May to June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity
Zoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening from May to June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity
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
Zoho CRM gets a new email compose and lot more
Dear Customers, [UPDATE October 21, 2021: We have started opening these features to some of the customers already. And, it will be available to all the customers before November 2nd Week, 2021. Sorry for the delay caused] [UPDATE February 21, 2022:
Zoho CRM Community Digest - March 2023
Hello Everyone! Here is a roundup of all the important discussions from the Zoho CRM Community. The highlights from this month include a few exciting announcements and many features currently in early access. Keep reading! Announcements: Zoho CRM has
Associate subforms and save templates as draft in Email and Inventory templates
Hello everyone, We are here with one of the most awaited updates in the Templates! Associate subform data to templates Fields from a Subform can be added to email and inventory templates in a tabular manner. Each subform will be displayed as an individual
Automatically mark yourself as unavailable in your CRM calendar via Google Calendar synchronization
Dear All, We have a quick enhancement related to the Google Calendar synchronization feature: Now you can automatically block your Zoho CRM calendar based on any non-sales meetings scheduled in your Google Calendar. This synchronization enables you to
Introducing Built-In Telephony in Zoho CRM
Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, and
Import data from Bigin
Dear All, Zoho CRM provides you with multiple options to migrate data from your existing systems into Zoho CRM with the help of our data migration wizard, thereby reducing the hassle of manually importing data. In line with that, we've now added the option
Focus Group Webinars - Q1 - 2023
Zoho CRM can be allied with other Zoho products to operate business processes and achieve several functionalities efficiently. Generally, all of these integrations can help scale business activities and also save a lot of time. For this Quarter (Q1: 2023
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
Gamescope is leveling upto Motivator for Zoho CRM
Hello, As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
Meeting Cancellation feature on the Zoho CRM Android app
Hello all! Hope you are all safe and sound. We have all been in a situation where a meeting has been cancelled for numerous reasons. Let's be honest, cancelling a scheduled meeting is never an easy task and it requires a lot of formalities. However, it
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
Introducing enhanced analytics suggestions, powered by Zia
Dear All, Zoho CRM offers various types of analytics components for user dashboards, like charts, KPI, comparator, anomaly detector, cohort, target meter, and so on. We're excited to announce that you can now use Zia's advanced suggestions to build these
Revamped UI for Groups in CRM
Last modified on 19/04/2023: Revamped UI for groups is now available for all Zoho CRM users in all DCs. Learn more about this feature in our help docs: Create Groups Dear All, Creating groups in your organization helps you assign records easily, approve
Announcing Zoho CRM virtual classroom training 2023
Hello, everyone! Greetings from the Training and Certification team! Another great year, another great set of training schedules and goals ahead of us. We're excited to announce that we've started the virtual classroom sessions for the year and completed
Consolidate your workflows and be more productive - Introducing Multiple Conditions in Workflow Rules
Workflow rules in Zoho CRM helps you automate your routine tasks and save time. Usually, while creating a workflow rule, you'd provide the basic details of the rule, specify when the rule should be triggered and associate set of actions to be executed whenever the rule criteria is met. And you’d create a new workflow rule for every new automation that you required. Not anymore! You can now combine multiple conditions and the corresponding actions to follow in a single workflow rule. Let’s look at
UI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,
Zoho CRM Community Digest -Feb 2023
Hello everyone! We have some exciting news to share with you! Zoho CRM has been upgraded with new features and improved capabilities to help you better manage your customer relationships. Checkout the Early Access section for more information on these
Changes in lookup field column headers
Hello everyone, This post serves to inform you about a minor change we've made to data backup files, wherein we've modified lookup field column headers for consistency. Previously, these headers were formulated to end with "space Id", whereas they're
Announcement! Early 2023 Release | Zoho CRM & You–Go Further Together
Greetings from the Zoho CRM team! Zoho CRM is evolving at an unprecedented rate– new features and enhancements are constantly being added that elevate its capabilities and help businesses make the most of the tool as well as the information they have,
New addition to Zia for Emails: Subject line suggestion
Dear All, We've added yet another robust feature to the list of Zia's email intelligence abilities: subject line suggestions. The first line of text your recipient reads when you send an email is its subject line. Since this is the very first impression
Zoho CRM + Zoho WorkDrive: the first step
Find all the files you need instantly, streamline your sales process, and close deals faster! With the Zoho CRM and WorkDrive integration, your sales team will now have access to the newest files, constantly updated in real-time. WorkDrive acts as the central content repository for your team, making all critical sales material and other documents available in a single place. This means better communication, effective collaboration, and overall, a great customer experience. Streamline your workflow
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,
Enhancements to Zia for Emails: Custom intents
Dear All, We're excited to tell you about our latest enhancements to Zia for Emails: custom email intents. You can now customize your own email intent categories according to your business needs. Email is a major mode of communication for any business
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