Territories : Deluge and APIs

• Topic Participants

• Catherine

• Hugh Marshall

  

• Sunderjan Siddharth

  

• Sticky Posts

• Function #46: Auto-Calculate Sales Margin on a Quote

  Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

• Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

  Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

• User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

  Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.

• Custom Function : Automatically send the Quote to the related contact

  Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow

• Function #50: Schedule Calls to records

  Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

• Recent Topics

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• Caixa de saída bloqueada. Como desbloquear?

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• desbloquear cuenta

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• Reupload and rename from one field to another field (file upload)

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• Will zoho thrive be integrated with Zoho Books?

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• BARCODE PICKLIST

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• Making preview pane "stick"

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• Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

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• Trouble Connecting Zoho Mail via IMAP in n8n – Need Help

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• Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

  Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please

• Changes to the send mail Deluge task in Zoho CRM

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• Page Rules in Forms

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• Unusual activity detected from this IP. Please try again after some time

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• Cancellation of written-off invoice

  Hi, Can I know when we cancel the write off (write back), in which FY, the reversal is recorded. It doesn't ask as to when the write off should be cancelled to reflect!. It shouldn't reflect in the year in which the invoice was written off since the Year

• Create Invoice automated with Package

  Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JS

• I want to create a mailing list, NOT a group.

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• Read webpage - MSXML2.ServerXMLHTTP

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• Export Invoices to XML file

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• no me llegan los correos a Zoho mail

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• Bookmark Loading is Buffering

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• GitLab Extension for Zoho Desk: Connecting support and development for faster resolutions

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• Download Google Drive Shared Image/File Using Deluge – Complete Guide

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• Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

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• Enroll, Script, Win: Hackathon 2025!

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• Zoho Help Desk - Not receiving emails

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