Collaboration is an important aspect in business. When you need to finalize a deal or negotiate on the discount price or organize an event, you collaborate with your team to achieve the goal. For this purpose, tools that help you communicate clearly with your team can be great for collaboration. A platform where you can actively get involved in the discussions and share your ideas can be very useful and time saving.
The Feeds feature in Zoho CRM provides one such platform where you can openly share your views and discuss matters with team members to speed up the decision process. Additionally, Feeds also gives you updates on the important records that you follow such as who updated a record, what changes were made to a record, etc.
With Feeds in your Zoho CRM account, you can:
All status messages, mentions, comments, direct messages, changes made to the records you own, adding notes to your records, deleting records, etc. will be listed.
The feeds can further be filtered based on modules and time period.
Mention other users, groups or roles in your status messages. The users associated to the mentioned groups or roles will be able to view the message in their Feeds wall.
Follow records that are important to you. The records you own will be automatically followed. You can use the Follow button to manually follow records or create auto-follow rules to follow other's records.
You can take a quick glance at the business card details for record updates in Feeds.
You may have a marketing group, different sales groups, a group for the team leads and managers and many such closed groups. Communicating within these closed circles to easily collaborate and share information is a common problem in an organization. You have got a solution to that by creating groups under Feeds. Any discussion going on within a group, files shared within a group, status messages, etc., can be accessed by the users of the group. You can also mention your group in messages or send private messages to the group.
To create a group from the Feeds tab
Feeds is a great way to keep a tab on records that matter to you. However, if you think your Feeds section is getting too busy with all kinds of updates, you can choose the modules that you wish to receive updates from. For example, if you wish to only see updates on Deals and Accounts and not Leads, you can simply uncheck Leads from the Feeds Preference settings. This will block out all Feeds related to the Leads module.
Feeds Preference settings are set by the Administrator and are applicable to all users of the CRM organziation account.
To modify Feeds Preference
Auto-Follow Rules, as the name suggests, helps you automatically follow records that are important to you. When a record meets the criteria specified in the Auto-Follow Rule, the record is automatically followed by you. Changes made to the records followed by you are listed in the Feeds tab in Zoho CRM. This helps you keep track of the activities and updates of those important records.
Consider this scenario: You are heading the sales department in your company and you wish to receive updates on all the important deals that have an opportunity of more than $1000. Instead of asking your team to manually send updates on the important records, you can follow the records automatically using Auto-Follow Rules and get updates within the Feeds tab. That way, you are well informed whenever a note is added to it, some details are added to the record, or any other activity is associated to the record.
To create auto-follow rules
To edit or delete auto follow rules
The Feeds slider denotes the number of days and is used to set the count between 1 to 180. Based on the selected number in this slider, records that are not updated for more than the specified number of days will be listed. This will help you keep track of all the important leads that have been inactive for a period of up to 6 months.
Example: You want to view the records without activities or updates for the past 5 days. You need to set the Feeds Slider to 5. The records that have not been updated for more than 5 days will be listed.
To view inactive records
All the records that you own will be followed by you automatically. The records that you manually follow or follow based on the auto-follow rule will be listed in the Followed by me section.
To view records followed by you
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