Zoho CRM – Syncing Deal stage value to related Account and Contact
Getting Started Workbook for Admins – Zoho CRM
Zoho CRM How To Set A Unique Custom Field For Import
Automated Lead Conversion in Zoho CRM When Qualification is Complete
Zoho CRM Automation 101: Email Templates
Zoho CRM Task Dependencies Tutorial – 2020
This quick tutorial covers how to launch new tasks only after other tasks reach a certain status inside Zoho CRM.
Calculating Sales Commissions with Custom Functions in Zoho CRM
In all but the most badly-run sales departments, the commission is based on how much stuff a salesperson sells. However, it’s not always that straightforward: sometimes commissions vary based on products, with incentives to sell particular packages and services paid out in the form of higher commissions. A simple percentage calculation doesn’t typically cut it. […]
Defining Contact Roles via Deluge Script in Zoho CRM
Here are some key points from this implementation: Triggered on looking up/linking the Primary Contact to a Deal/Opportunity in the CRM Reads Contact Roles related list and defines the matching Contact there as “Primary” This could be used to define any Contact Role available, based on a specific lookup field in the Opportunity
Zoho CRM Automation 101: Workflows
How to Automate Event creation via Zoho CRM Deals
