Zoho CRM Blueprint Updates
Some nice updates to Blueprints: Parallel Transitions Transition Enhancements Widgets support. Multi select and Multi-user look up fields support Increase in number of fields supported in During Transition
How Real-Time Project Monitoring And Tracking Help Sales Teams
Zoho CRM Implementation Guide for Small and Medium Businesses
Amazon Connect – Zoho PhoneBridge Integration
New External ID Field Support In Zoho CRM
When integrating a third-party application, developers may want to store the third-party reference IDs in Zoho CRM’s records. To meet this need Zoho has introduced the External ID field. This is a custom single line field in a module in Zoho CRM for storing a record’s unique external ID.
Zoho is Now Offering “Account Checkups”
We think this is new. Not quite sure what this is, but we are going to check it out next week and let you know.
Zoho CRM Enhancements to Webforms and A/B testing
3 nice updates. The big one being that after the A/B testing is completed, you can launch the winner automatically
Zoho CRM “Unsubscribe” Feature Has Been Revamped
These changes will not impact the existing unsubscribe links, except these links will not be listed under the list of unsubscribed links.
Zoho CRM Wizards Enhancements
A bunch on new features for Zoho CRM Wizards. If you haven’t tried Wizards they allow you to create CRM records with forms that are easy to navigate, and allow you to guide your sales team with notes
Many To Many Record Associations Be Records In The Same Module
You can now create a many-to-many association between records from the same module using the multi-select lookup field. Put another way, a record from a module can be associated with another record from the same module. We have wanted this new feature for some time. Kudos to the CRM team.
