This Week in Zoho News - CRM Zen Show Episode 108
Click
here to listen to the podcast.
Zoho News
Notable Mobile Updates
Implementation of the Week
- Custom Buttons in CRM Deal Record for Internal Notifications
- On pressing a custom button in the Deal view page, a custom Deluge function is triggered.
- This custom functions gathers information about the Deal, then posts this information to a webhook endpoint in Zoho Flow
- Zoho Flow can use this information to format and send an email template out to a set email address
- Example Use Case: Sending an email to the fulfillment team to request a quote for shipping based on information in a specific Deal record
Things We Noticed
- The CRM Font Has Changed Again
This Week’s Reads
New on Zenatta.com
Zenatta Blogs
New Zenatta YouTube Videos
New Resource Guides
Application / Plug-In of the Week
- LinkedIn Email Finder - Adapt Prospector (Chrome Extension)
- The Adapt Prospector (Website)
- This extension lets you find contact information on any LinkedIn profile
- $49 a month package get you:
- 500 Contacts
- 1 User
- No Daily Limit
- Email Addresses
- Direct Dials
- Prospector for Sales Navigator
- List Management
- CSV Export
Tips and Tricks
- Roles & Data Sharing
- A follow-up to last week's video on Profiles. We now go over the benefits of setting up your Roles and Data Sharing in Zoho CRM.
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________