Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

This change will be available soon to all organizations.

Hello everyone!
Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical to capture all activities and monitor their outcomes as it allows you to look for ways to streamline the subsequent activities.

The Activities module in Zoho CRM helps you capture information about sales activities like Tasks, Calls, and Meetings in one place. As your sales needs grow you will need in-depth customization, workflow automation, data administration, integrations and detailed reports for tasks, calls and meetings. 

As new features are added, the existing Activities module will become complex and unusable. While it's easier for us to keep adding these new options to Activities modules it will deprive the user experience. Hence, to meet these requirements and offer a granular look at data in mind, we are introducing new tabs for managing Tasks, Calls and Meetings separately deprecating the Activities module eventually. 

Although, this change poses a learning curve for existing users, they can experience the following benefits:

Hide modules that you do not need based on the user profile 
A user can be given access to individual modules (Tasks, Calls or Meetings) based on the activities they perform. For example, you can hide the tasks module for the sales reps in your organization. They can be given access to only the Calls and Meetings modules. This lets you hide modules that are not relevant to the user profile.

Mass Update or Delete Records
As Tasks, Calls, and Meetings will be listed separately, you will be able to enable/disable the mass update or mass delete feature for specific modules. 


Unlike the previous setup where when a module access was disabled for a specific profile, the users could not mass update/delete records in the other modules also as Tasks, Calls, Meetings modules were combined under Activities. For instance, if Calls module was disabled for a profile then the user cannot perform mass update/delete actions in Tasks and Meetings modules despite having profile permission to access these modules.


Create reports associated with specific sales activity
Tasks, Calls, and Meetings will be listed separately in the related modules list of the primary module you selected while creating Reports. 


Previously, only the Activities module was listed here and users had to create a filter to customize the report based on the activity type. For example, you can now create a report for the Deals module showing the tasks associated with each deal directly.


Create dashboards
Create dashboards for Tasks, Calls and Meetings modules separately.


Previously, only the Activities module was listed here and users had to create a filter to customize the component based on the activity type.


Add sales activity based components to your homepage
In the homepage, users can add custom components for the Calls, Meetings, and Tasks modules individually.


Add activity-based components to Canvas view
Individual related list components like Open or Closed Calls, Open or Closed Meetings, Open or Closed Tasks are available in Canvas view in addition to the Open or Closed Activities related list. This helps you customize your record details page and displays only the related lists of activities that you track.

Previously, only Open/Closed Activities related list components were available.


Open/Closed Activities related list gets a revamp
i. Activities are now classified according to the activity type.


Previously, they were shown together as a single list.


ii. The related list can be customized to show fields that are specific to Tasks, Calls and Meetings modules.


Previously, module-based customization was not available. For instance, the field 'Call Purpose' is related to the Calls module but it was displayed for all activity types. With this update, users can customize the related list to display Call Purpose field only for Calls.

iii. Users no longer have to scroll horizontally to view all the fields in the related list. 


Now, the data is listed under each activity type.


So, what will happen to the existing Activities module?

For organizations that have signed up before Sep 10th, 2021
We will retain the Activities module and also show Tasks, Calls, and Meetings modules so that customers have sufficient time to adapt to the changes and also get used to using these modules individually. Eventually, the Activities module will be discontinued (we will announce the date later). Your data will not be lost and it will be available under Tasks, Calls, and Meetings modules. You will be informed well before time when the Activities module is taken down.

For organizations that have signed up after September 10th, 2021
Only Tasks, Calls, and Meetings modules will be available. Activities module will not be displayed.

However, for all organizations there are a few places where the Tasks, Calls, and Meetings will be grouped together to give better context to the user: 
i. Record details page (Open Activities and Closed Activities)


ii. Info section in the tasks, calls, meetings details page


And, that is not all – we have plans to introduce more exciting features, like task support in calendar, workflow for calls, customizing calls module, minutes of meeting and timezone support in meetings and many more features.

Stay tuned and watch this space for more updates.

Happy New Year!
Aayisha Siddiqua H
Zoho CRM – User Education


    • Recent Topics

    • Can't delete/hide related lists

      Hi, Maybe I'm missing something, but I can't seem to find where I delete or hide related lists in a module. When I go to a record and click the little arrow on the right next to the related list, I only get the option to select what fields in that list

    • Make Widgets Clickable or Copiable

      Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the link

    • Address Autofill

      Hi I'm having issues with the address autofill tutorial (https://zurl.co/rGXQ). I have followed each step in the tutorial, but when i paste the code into a workflow/function, i'm getting the following error code: Improper code format Correct format :

    • Sync custom module ID to Lead module

      Hello, I am trying to sync Contract ID (custom module) from Deal module. I have an existing function that whenever a contract is created, it will automatically creating deals based on the frequency of the contract. Now i am having problem to show the

    • In Kiosk, please support "File upload field" in the "Field Update" action

      Hello. Supporting "File upload field" in the "Field Update" actions would be a great addition to Kiosk Studio. I would appreciate it if you could evaluate it. Saludos,

    • can I link a contacts to multiple accounts

      can I link a contacts to multiple accounts

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

      Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "

    • Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

      Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February

    • Power of Automation :: Automatically set the dependency between Parent task and the respective sub tasks

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • Spell Check default language

      Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! Levente

    • Function #4: Schedule Customer Statements

      Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

    • Music files on Zoho Docs

      1) Uploaded a ma3 music file from Itunes.  When I click on the link, i go to the page and see a music player but it doesn't play.  Clicking on the play arrow does nothing.  How to fix???? 2) Also, when i put up a .zip file  and goto the page, anyone download it.  That's fine. But with a music file, all I get is that non functional player with no way to simply download the song. Do I have to zip every song so it can be downloaded?

    • Restrict Employees Access to Zoho Support

      Dear Zoho Support Team, Greetings! I am the focal point for all Zoho-related matters in our organization, and I would like to request the following features to help us streamline and centralize our support interactions. We request that zoho one support

    • How to import timesheets or entries into a projecgt

      How can one import timesheets into a project via a csv file?

    • Issues with Agent Forwarding Card in Zobot

      I implemented an Agent Forwarding Card in a Zobot that I created. There are a few issues with the way the card functions in an actual chat. The way it is designed right now is not easy to use and is not intuitive. Here are a few of the issues I have with

    • Automatic License Management Upon User Deactivation in Zoho One

      Dear Zoho Team, We would like to propose a feature enhancement for Zoho One regarding license management. Currently, when a user is deactivated, their license is not automatically downgraded or removed from our account. Zoho explains this behavior by

    • Shared Snippets Everyone

      Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets

    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

    • How to suppress display of "USD" of currency field?

    • When is Zoho Vault getting fuzzy search?

      Seeing posts on here dating back as far as 3 years complaining about Vaults search functionality. It’s terrible. Please include fuzzy search, and sorting of results according to “most applicable”; not just alphabetically.

    • Automation#22 Track Ticket Duration at Specific Status

      Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

    • Self-Support Portal invites

      I'm a one man operation and I'm using the free version of the Zoho Desk for now, but I am in need of help. When I do test tickets, I get a reply from the system inviting me to join the Self Service portal. I don't plan on using that, so I wonder if there

    • Tip #10: Automatically add tags to Zoho CRM records using form responses

      You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a

    • Understanding response time

      We have the following set up for our SLA. When a contact first writes in, the response due and resolution due dates are set. When one of our agents responses, the response due goes away. When a ticket gets a response from the contact, it appears to reset

    • Publish multiple languages at once in Knowledge Base

      Does anyone know if it is possible to publish multiple translated articles at the same time? My knowledge base has about 35 languages, and while I have them set up to automatically translate, I still have to go in and select each language and manually

    • Canvas and Related lists

      Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating this

    • Email address ZOHO suggestions in replying - how to delete unwanted suggestions?

      Hi, I have some "unwanted" email addresses suggestions by ZOHO, and made some mistakes by replying for some tickets already. How can I clear this in ZOHO directly, I deleted all web browser history and cookies . Did not help :/ Below example, where one

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • Zoho Learn vs. Trainer Central

      Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WP

    • How to Display a Logo Image on a Public Form?

      I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:

    • Creating a Zoho Online Meeting in a Blueprint

      We are looking for an easy solution to schedule online meetings in a blueprint and ran into the same problem discussed in this topic: https://help.zoho.com/portal/en/community/topic/custom-function-to-set-meeting-to-online-meeting (After connecting Zoho

    • Enabling 'From Number' and 'To Number' fields in the Calls module

      Hello everyone, We've added "To Number" and "From Number" fields in the Calls module as part of our latest update to provide users with the option to enable or disable them through the Calls Preferences tab. When enabled, these fields will be displayed

    • Workaround for Zoho Inventory changing previous Fiscal Year Trial Balance in QBO

      We've run into an issue where Zoho Inventory syncs to QBO and makes adjustments to journal entries from previous fiscal years. Fiscal Year End reporting has been long completed, but the Trial Balance keeps changing. Zoho does not have a fix for this,

    • Route Optimizer

      Does Zoho Inventory offer route optimization for our in-house deliveries? It will save us time to manually route our daily orders. Thank you

    • Can documents attached to different ZohoForms automatically go to different OneDrive folders?

      Hi there, I set a workflow to track and store applications coming in from our website. I created two different Zoho forms, one for unsolicited applications, one for applications to job postings. After any of the forms has been filled in, a new record

    • TeamInbox down?

      Hi everyone, we are getting message "Sorry, this action cannot be performed due to an internal error. Please try again later. We are on the Canadian data centers. Can someone please confirm if the service is down? Thank you! F

    • Purchase Requisition in Zoho Books

      I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >>  GRN/SRN ( Goods/Services receipt note) >> Bill

    • Confirmation prompt before a custom button action is triggered

      Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

    • Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM

      In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively

    • Next Page