Sl. No. | Title | Description |
1 | Quote-driven Deal Reconciliation Using Zoho CRM Functions and Automation | Explore a real-world Zoho CRM implementation that uses Functions and Automation to reconcile deals with quotes, calculate FX impact, and automate commercial decisions. |
2 | Learn how to design intelligent discount-based quote approvals in Zoho CRM using CRM Functions, Workflow Rules, and the native Approval Process for accurate routing and scalable governance. | |
3 | Learn how to automate deal handoff summaries in Zoho CRM using Zia Assistant API, Workflow, Deluge, and Widget to provide instant insights to newly assigned sales representatives. |