Neue Features in ZOHO CRM

Neue Features in ZOHO CRM

Es gibt ein paar sehr interessante neue Features in ZOHO CRM:

1.) Workflow basierend auf Lead-Score (Enterprise Edition)
Jetzt kann man Workflow Trigger auf die Lead Punkte setzen. --> Setup --> Workflows --> Create new workflow --> based on lead score

2.) Record Ownership Wechsel für related records
Wechselt man den Inhaber eines Datensatzes, hat man jetzt die Wahl, die bezogenen Elemente mit zu wechseln. Beispiel: Accountinhaber wechselt --> Alle Kontakte wechseln den Inhaber ebenfalls. Dies funktioniert für alle bezogenen Elemente ausser Aktivitäten.

3.) Massenmail Feature in CRM jetzt auch zeitversetzt versenden.
Klickt man in einer Ansicht auf mehrere Datensätze und wählt dann "Email senden" - so kann diese Mail zeitversetzt geschickt werden.

4.) Neuer Modul / Feldlayout Editor
Der Layout / Feldeditor hat eine neue Oberfläche bekommen.
Gleich ausprobieren: --> Setup --> Module --> Modul wählen und neue Felder hinzufügen

Weitere Spannende neue Features folgen nächste Woche - da kommt noch was wichtig gutes....



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