Questions Answered
#1 (0:50) Why use a Loom embedded video versus using Zoho Annotator Video that is saved in Workdrive. The mp4 or .webm offered should allow for the video to also allow this embed from CRM.
#2 (2:29) Can’t we add a score column in the leads view and then sort it as descending or ascending, that would help a lot when glancing through the leads altogether.
#3 (3:31) When I integrate Zoho CRM and Zoho Inventory, I do not see the stock quantities in the CRM. Is there a way to see those?
#4 (5:52) My contacts are individual clients. In some cases, clients are spouses, making them a household. When I type in a note regarding a client, I’d like to be able to connect that note to both contacts. In my old CRM, I can simply @spouse, and that note is automatically associated with the spouse in addition to the current contact. I can’t seem to do that in Zoho CRM or even link a note to multiple contacts. Am I missing something? Can this be done in Zoho CRM?
#5 (8:40) Is it possible to generate and print out a formatted document that is generated from the data from a Zoho Form or Zoho Survey with images included where I can control the size of the images?
#6 (12:42) Is it possible to host a webhelp in Zoho Learn such as MadCap or HelpStudio?
#7 (13:45) In campaigns, how do you generally decide whether to use an Autoresponder or Workflow? I understand what one can do in each. But, there are few things that could be done in both. For example: (listed on Club Z)
#8 (16:15) How can we process progressive invoicing in Zoho Books?
#9 (18:58) Is it possible in Zoho CRM to insert values in subforms using deluge?
#10 (20:18) How do you set up the connection to create a new record in a custom module based on records from a subform in a different module?
#11 (25:27) Is it possible to automatically send out a series of email in Zoho CRM base on the status of a record? First email on status change, and then two additional emails an hour apart.