The Zoho CRM meetups for the month of September are listed below. Register for a meetup in a city closest to you and meet our product experts and fellow users at a fun-filled learning experience to make the most of your CRM. 

 

Zoho CRM meetups in Canada

Zoho CRM meetups in Switzerland 

Zoho CRM meetups in the US

 

Automate using Functions

 

Function #52: Automatically update the recent event date in the Accounts module. 

Function #53: Automatically name your deals during lead conversion. 

 

Partners' Speak 

 

#HotTip - Outlook 365 IMAP issues with CRM

Round Robin for automated task assignment

Counting the open deals/opportunities attached to your account. 

 

Other useful discussions

 

Having trouble with email templates? Here are a few solutions. 

A custom function to create a new field when a custom field is updated. 

On updating a lookup field if empty. 

On adding a new lead source and editing values in it. 

On multiple unique fields. 

Want to make fields not mandatory? Here's how.

On changing the email address for a user.

Workflow to notify salespeople when deal stage is changed.