[Zoho CRM] Strategy Influencer Now Integrated with Forecasts
Zoho had earlier mentioned during the launch of their Strategy Influencer feature that they would be enhancing forecasts by integrating Strategy Influencer with it. They are glad to announce that this integration is now available in Zoho CRM. You can
[Zoho CRM] Introducing Profile Based Home Pages Sharing
Zoho are happy to announce that they have added profile-based sharing as a home page customization option and increased the count of Home Page visibility for users. 1. Profile-based home page sharing Let's say you're the sales manager of the Sales Department
[Zoho CRM] Mail Merge Enhancements August 2023
Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents with prospects and customers. By utilizing merge fields, you can combine data from your CRM with pre-existing templates, eliminating the need
[Zoho CRM] WhatsApp messages can now be automated in Zoho CRM!
Hi Zoho CRM enthusiasts and wizards! As an active community member within Zoho Cares, we have been advocating and fighting for useful enhancements and fixes for a long time. One of them is the ability to send automated WhatsApp messages directly from
[Zoho CRM] New capabilities added to Zia's Email Intelligence
[Zoho CRM] New capabilities added to Zia's Email Intelligence Dear All, Greetings! We are excited to present a couple of new capabilities and some enhancements to the existing features of Zia's Email Intelligence. Zia explores incoming emails and
[Zoho CRM] Send Mail Merge Document from Zoho CRM
Please map "recId" to the respective Id field of the module you want. For example, if you're doing for the Contacts module, map it to "Contact Id" field in the Edit Arguments in the custom function builder. //get info recDet = zoho.crm.getRecordById("Contacts",recId);
Execute automation and other processes during import
Hello everyone, Zoho has now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
Color code meetings in Zoho CRM's Calendar, list and related views
Color coding comes in handy to organize your calendar in Zoho CRM. It makes it easier for multiple sales reps in an organization to keep track of what they have in store for their week, month, and business cycle. By helping differentiate between types
New Looks and Features for Email in Zoho CRM!
Hey fellow people! How many of you have waited to set a default font size and font family whenever you compose an email in Zoho CRM? How many of you have desperately needed an email draft within Zoho CRM? Won't it be better if the compose window does
How to Import Records Into Zoho CRM? [SOLVED]
Sometimes you need to import a lot of records at once into Zoho CRM. This is a very common phenomenon. You wouldn't want to create your records one by one, moreover if they're in the thousands! Worry not, as it is really easy to do so in Zoho CRM. Please
How to Create a New Deal? [SOLVED]
Deal in Zoho CRM is used to track your sales activity progression. Have you scheduled a meeting with the client? Has the quotation gone out? Do you win or lose the deal? So, how to create a Deal in Zoho CRM? Follow the instructions in this video to learn
How to Create a New View? [SOLVED]
Hi everybody, Using Zoho CRM is indeed easy, and it is easier when we know how to sort and choose what data to be displayed. To achieve that, we can create a custom 'view'. Please note that this is subject to the permission given by your administrator.
Announcements
[Zoho CRM] Seamlessly Collaborate with Google Chat Integration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.
[Zoho CRM] Unlock Enhanced Reporting Features for Powerful Data Analysis
Dear Valued Clients, We're excited to share some significant upgrades to Zoho CRM that will enhance your data analysis and reporting capabilities, empowering you to derive more actionable insights and make informed decisions. Let's dive into the details
[Zoho CRM] "Competitor Mention in Workflow" Feature
Dear Customers, Zoho is announcing a feature enhancement that will change the way you engage with your customers and outpace your competition. With this enhancement, you can now seamlessly track competitor mentions within your email communications, empowering
[Zoho CRM] Unlock New Functionality with Formula Builder
Hello, Zoho is very excited to share some formula functions that will boost your application and bring a new level of functionality. Whether you're working with strings, dates, times, or numbers, these formula functions are designed to make your life
[Zoho CRM] Empower Sales Forecasting with New Model Choices
Hello folks! You can now choose whether forecasts in Zoho CRM should follow a top-down or bottom-up model. Editions: Standard edition and above Previously, all forecasts followed a top-down model, and therefore users couldn't configure this option. Why