Community Digest - March 2020
Announcements:
Custom Buttons now available in the List View - Utility Menu. Learn more.
Lead conversion mapping now in Sandbox with the ability to attach files from Zoho WorkDrive.
Kaizen:
App Spotlight:
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all the apps.
Useful Discussions:
Wondering how to filter by groups and roles for the owner field in Zoho CRM analytics and in workflows? Follow this discussion.
Trying to duplicate a lead with the same information with the rest of the fields being the same.
Scaling Sales:
Scaling sales is a community of sales leaders, executives, and rookies who will be your drivers for growth by sharing best practices to enhance your business functionalities. Hop over to the latest post in this series on ways to scale your sales.
How - To:
How - To is a new community learning series that focuses on sharing simplified processes to execute vital CRM processes effectively and provides step-by-step instructions on how to do it!
Word of the Day:
Introducing our new addition to community learning series - Word of the Day. This series is a fun way to help you understand the major features and jargons in CRM. Follow the Word of the Day series have a better grasp of CRM terminology easy peasy.