データサービスより無料セミナーのご案内※好評につき再度開催!※【管理者ユーザー必見!】もっと早く知っていれば…。 効果があったZohoCRM自動化設定厳選3選! ~かんたん設定で業務をスリム化~

データサービスより無料セミナーのご案内※好評につき再度開催!※【管理者ユーザー必見!】もっと早く知っていれば…。 効果があったZohoCRM自動化設定厳選3選! ~かんたん設定で業務をスリム化~

管理者ユーザー様向けセミナーのご案内です。
毎回満席になる人気セミナーですので、お早目にお申込みください。



ZOHO CRMが管理者でチューニングできる部分は数多くありますが、
きちんと使いこなせているZOHOユーザーは多くありません。労働人口が減少傾向になっている今、
働き方改革が急務である今、
さらにチーム内の業務をスムーズにしていく必要があります。

目に見えて効率化していく方法としてはまずは、自動化。
自動化は時間の短縮のみならず、ミス低減の効果もあります。
来年の東京オリンピックに向けて実用化が現実になりつつある自動車の自動運転でも、
運転手がいない分、助手席で電話やお仕事、睡眠などができる効果もありますが、
それ以上に交通事故の大幅な減少が見込まれています。
効率化とヒューマンエラー低減、両方とも一度に解決できるのが自動化の効果なのです。
Zoho CRMでもいくつかの自動化設定があります。
今回は特に好評価をいただいている自動化サービスの中から、上位3機能を厳選して、
トレーニング形式でセミナーを行います。是非普段お使いのPCをお持ちの上ご参加ください。

メインの内容としては
・ワークフロー
・定期レポート
・レイアウトのルール(エンタープライズプラン)
となります。

————————————————————————————–
<こんなお悩みをお持ちの方は是非ご参加ください!>
●チームメンバー全体の作業効率を上げたい。
●期間をおいたリマインドの設定をしたい。
●毎月の活動推移を翌月の初日に確認したい。
●チームメンバーの負担を減らしたい。
●タイミングよく対応しなければいけないのにチャンスを逃してしまう。
————————————————————————————–
日時:2019年11月14日(木)15:30~(受付15:15~)
場所:株式会社データサービス 本社 大会議室
住所:東京都新宿区西新宿3-20-2 東京オペラシティタワー39階
アクセス:京王新線初台駅 直結
定員:10名

◆プログラム内容◆
15:30-17:00 セミナー「もっと早く知っていれば…。効果があったZohoCRM自動化設定厳選3選!
                           ~かんたん設定で業務をスリム化~」
17:00-17:15 質疑・応答
17:15-    個別相談会(希望者)

10社様限定とさせていただいております。お早目に御申し込みください。
ご自身のノートパソコン等をお持ちいただけるよう、電源をご用意しております。
当日お使いいただけるWi-fiをご用意しております。
皆様のご来場、心よりお待ち申し上げております。




        • Recent Topics

        • Zoho Books Extension: What Happens If Custom Fields Already Exist?

          When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,
        • Modular Permission Levels

          We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
        • ¡Vuelven los Workshops Certificados de Zoho a España!

          ¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaría
        • Free Webinar on 21 January: Looking back at Zoho Mail in 2025

          Hello Zoho Community! Curious about how Zoho Mail evolved in 2025? Wondering how these updates can make your everyday email work simpler? We’ve got a session you won’t want to miss. In our Zoho Mail 2025 recap webinar, we’ll walk you through the key features
        • Cliq Networks users can see all other network users contact information

          Is there a way to hide user contact information from each user in networks? I would only like the users to see the admin's contact information, not other users. Network users information shared by default
        • Zoho Sheet - Printing - Page Breaks and Printing Customization

          I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks
        • Missing the "Find & Merge Duplicates" choice

          Hi, I am missing the "Find & Merge Duplicates" choice. I looked under the "More Actions" menu in Contacts, Accounts, Vendors, and Leads and it is not there. I have full permissions. Please assist me on finding this feature. Thanks!
        • OAuth integration issues

          I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'
        • Marketing Tip #16: Ideal sizes and formats for adding images to your online store

          Images can make (or break) your storefront experience. When your banners and product photos follow the right sizes and aspect ratios, your store looks cleaner, loads faster, and feels more trustworthy—especially on mobile. Here are recommended image sizes
        • Improve WhatsApp Module in Zoho CRM

          The current WhatsApp module UI in Zoho CRM feels cluttered and complex, especially when handling high volumes of conversations. It would be great to enhance the WhatsApp module UI/UX by adopting a clean and simplified interface similar to Bigin CRM’s
        • Blueprint transitions on locked records

          We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.
        • Enhance productivity with the revamped Zoho Sheet View

          Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet
        • No OR Filter for Views with a Related Modules Criteria

          We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between
        • Good news! Calendar in Zoho CRM gets a face lift

          Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
        • Chat to Lead

          Can I convert a Chat to a Lead?
        • Limit maximum entries for subform - depending on fields entry

          Hi Zoho! I have a form with a subform in it. I'd like to have limitation for the row number depending on an entry in a drop-down field in the main form (If the field in the main form is marked "Answer1" - Limit the entries to 1 row, if the field is "Answer2" to have 2 rows limitation, "Answer3" = no limitation at all) Can this be done? Thanks Ravid
        • Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)

          Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case
        • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When
        • Write-Off multiple invoices and tax calculation

          Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,
        • Rebranding Options for Zoho One

          We need the addition of rebranding and white-labeling settings directly within the Zoho One Admin Panel. This feature should allow organizations to customize the unified portal with their own logo, brand colors, and custom domain mapping (e.g., portal.company.com).
        • Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'

          Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-based
        • Total Cost in reports showing zero

          The image below shows my issue. The column Total Cost should show the cost to our company based on hours logged and the employee's rate. For instance, if the person working on Subtask 1 is paid 20/hr, then Total Cost should display $160 ($20x8 logged
        • To print Multiple delivery notes in batches

          In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes
        • Invoices not arriving and mail server settings

          I am having an issue where some clients are not receiving invoices. I have configured Zoho Books to send on my behalf and configured the appropriate SPF, DKIM and DMARC settings on my mail server and tested these as working. I get the CC'd copies so I
        • UPLOAD A CREATED PDF AUTOMATICALLY

          Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !  
        • Consolidated Department-wise Payroll Cost Summary Report

          Hello Zoho Payroll Team and Community, I am writing to discuss a reporting requirement regarding department-level expense tracking within Zoho Payroll. As we scale and manage salary distribution for employees across multiple departments, such as Accounts,
        • How to remove chat icon from knowledge base?

          I have set up a knowledge base to hold FAQs and documentation. It is currently standalone, and not integrated into our website. On every page there is a chat button in the bottom left corner that says "We're offline, please leave a message." How can I
        • Missed chats on WhatsApp closing after one minute

          Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?
        • [ZohoDesk] Improve Status View with a new editeble kanban view

          A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
        • Automated Dismissal of Specific Notifications and Centralized Control of Toast Notification Settings

          Dear Zoho Team, I hope this message finds you well. We would like to request two enhancements related to notification handling within Zoho Desk: Automatic Dismissal of Specific Notifications: Currently, when certain actions are taken in the ticket list
        • Show field in spreadsheet view depending on other field value

          Hello. Not sure if this is possible but let's say i have spreadsheet view in Creator with four different fields Field A, B, C and D Then i have a field named Response which for one record could contain only one of the pre-definde choices below A, B, C
        • Intergrating multi location Square account with Zoho Books

          Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.
        • Zoho Learn Zapier Integration

          Hello all, Is there any plan to integrate Zoho Learn with Zapier? It seems almost all Zoho products are in Zapier, with the exception of Learn and Marketing Automation.
        • Notice: SalesIQ integration paused on Zoho Sites

          I have this notice on my Zoho Sites in the SalesIQ integration setup. Can someone assist? "This integration has been temporarily paused for users. Reconnecting SalesIQ after disconnection will not be possible until we provide further updates." thank
        • Differences between Zoho Books and Zoho Billing

          Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks
        • New Feature : Copying tickets with all the contents such as conversations/history/attachments etc

          Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversations
        • Como se agregan los empleados

          Necesito saber si para agregar empleados los mismos necesitan tener licencias
        • Deluge Error Code 1002 - "Resource does not exist."

          I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via
        • Adding multiple Attendee email addresses when adding a Zoho Calendar event in Zoho Flow

          I am trying to integrate Notion and Zoho Calendar via Zoho Flow. However, the Attendee email address supported by Zoho Calendar - Create event only supports one email address, so I am having difficulty implementing automation to automatically register
        • Graceful Handling of Exceeded Option Limits

          Hi Zoho SalesIQ team. I would like to submit a feature request to deal with a bug in salesIQ Current Behavior (Bug): When a dynamic list passed to the Single Select Option Card contains more than 20 options, the Zobot stops responding (freezes/hangs)
        • Next Page