This Week in Zoho News - CRM Zen Show Episode 110

This Week in Zoho News - CRM Zen Show Episode 110

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Zoho News

Implementation of the Week

  • Zoho CRM – Zoho Desk integration to create Implementation Tickets upon winning CRM Deals
    • Throughout a Deal’s lifecycle, product information is loaded into a subform to track Products sold, along with a Delivery Date for the Product
    • Workflow triggered on marking a Deal closed-won to group Products, then write Product lists into Zoho Desk as an Implementation Ticket
    • Tickets are linked to the respective Desk version of the CRM Contact and Account on the CRM Deal
    • Ticket Priority automated to Low/Medium/High based on the difference between the current date and Delivery Date in Deal

Things We Noticed

  • Zoho Flow has deprecated the Zoho Books connection.
    • You will need to change all Flows connected to Zoho Books to a newly made Books connection for it to continue working.
    • No announcement was given.

This Week’s Reads

New On Zenatta.com

  • Zenatta Blogs
  • New Resource Guides
  • Tips and Tricks

Application / Plug-In of the Week

  • SpeedTest.net
    • This will allow you to answer the age-old question.  Is it you or me? 
      • (Of course, it can’t be you. You’re perfect, never change.)
    • Go to the website, or Install the chrome extension to take a Speedtest directly from your Google Chrome toolbar to quickly test your internet performance without interruption. 
      • Features:
      • Get your ping, download, and upload speeds within seconds
      • Measure how fast websites load


      • 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. ____________________________________________________________________________________________________________