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                    • Announcements

                    • Focus 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 support
                    • Enhancements 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 email
                    • Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

                      This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
                    • Introducing 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 help

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                                                                                            • Most Discussed Topics

                                                                                            • Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

                                                                                              This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
                                                                                            • Details on adding a note to a contact/lead via Zapier

                                                                                              Can someone provide some details on how to add a note to a contact/lead using the Zapier integration of Zoho CRM?  My trigger provide a phone number as a lookup key and then some added data that I want to add as a note.  I assume that I want to use the
                                                                                            • CRM and Finance Tab - Add Invoice "Subject " Column

                                                                                              When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this.  We need to see what that invoice is for, without opening it.   If we have tons of invoices we need a way to quick
                                                                                            • Zoho Removed 66% of Screen "Real Estate" at the flip of a switch

                                                                                              Adding my 2 cents for this terrible UI/UX roll out of the new Tasks/Calls/Meetings section. This "new and improved" task layout splits the standard layout into 3 columns but the layout is not responsive. I can now only see 2 full tasks instead of previously
                                                                                            • Functions

                                                                                              Does anyone can help, i want to have the other field copy the same input from the other field. Whatever the Input in T3 must show automatically in Unit Price in CRM. Thank you in advance for the help.
                                                                                            • Sticky Posts

                                                                                            • Function #50: Schedule Calls to records

                                                                                              Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
                                                                                            • Focus 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 support
                                                                                            • Enhancements 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 email
                                                                                            • Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

                                                                                              This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical