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The CRM Zen Show – Episode 89 – Zebras or Horses

The CRM Zen Show - Episode 89 - Zebras or Horses - CRM Zen Show -  - Episode89

Zoho News Zoho Finance Suite Updates for March and April Zoho Inventory Reporting Tags, Desk Integration, Customer Credit Limit & More Zoho Books This is a big update, adding a much needed Vendor Portal Enhancements to the invoice details page Customize layout and print reports and much more Zoho Invoice A lot of the same […]

Surveys with Zoho Campaigns

Surveys with Zoho Campaigns

An email survey is a repository of topic-relevant questions that reaches respondents and collects suggestions, feedback, and criticisms about that topic. This helps in quickly determining the target audience. This two-way communication system brings the sender and recipient closer. What do respondents look for?  Ask the right questions to gather the exact data you are […]

Zoho Desk Auto-assignment of Tickets Based on CRM Owners – 2020

Zoho Desk Auto-assignment of Tickets Based on CRM Owner 2020

In this week’s implementation, we show how to automate the assignment of tickets inside Zoho Desk to the proper account owner inside Zoho CRM.  This process is made possible by using Zoho Flow.   Here are some key points from this video: On new ticket creation, a flow is triggered Fetches Contact, and then Account information […]

The CRM Zen Show – Episode 88 – Now It Makes Sense

The CRM Zen Show - Episode 88 - Now It Makes Sense - CRM Zen Show -  - CRM Zen 88

Zoho News Zoho Projects Gets New and Improved Gantt Charts A completely revamped UI and a handful of nice new features. Zoho Creator April Updates on The Way Hide/show seconds in reports Freezing the subform header Layout designer for a quick view Shared analytics JavaScript support New Zoho Marketplace Applications for March 44 New Applications […]