Zoho CRM and Finance Workflows and Automations Tutorial – 2021
About This Webinar This webinar was made with Zoho covering some basic and advanced workflows and automation for Zoho CRM and the Zoho finance suite. This webinar’s Q&A session had great questions, we recommend you watch them as well. Recorded on February 2, 2021. Additional Resources Wanting to learn more about Zoho CRM? Be sure […]
Zoho CRM 2021 Webinar – Full Product Tutorial
About This Webinar In this webinar, we cover all the basic essentials in Zoho CRM and what’s new from 2020. We also include some business practice tips for your CRM and have a great Q&A session at the end! This webinar was recorded on February 16th, 2021. Additional Resources Wanting to learn more about Zoho […]
Zoho One Full Product Tutorial – 2021
About This Webinar With over 40+ applications to choose from in the Zoho One product suite can seem overwhelming to any new or even veteran user. In this webinar, we briefly cover every single Zoho application that is included with Zoho One. We break this webinar into the following sections: Sales, Marketing, Support, Communication, Collaboration, […]
25+ New Extensions For Zoho CRM
Q1 2021 there have been over 25 new extensions for Zoho CRM. See the full list here.
Zoho CRM March 2021 Community Digest
Click here to get the full breakdown of updates, news, and community discussions for Zoho CRM last month.
LinkMatch for Zoho CRM Now Has A Pro Plan
This latest addition allows you to autosave your LinkedIn messages as Notes into your Zoho CRM.
Zoho CRM Adds Custom Subform For Inventory Modules
You can now create a custom subform across the Inventory Modules with the limit of one subform per module. A total of 200 rows in both subforms can be added.
Zoho CRM Adds Enhancements To Deal Stage & Stage Probability Mapping
Here are the key improvements from this latest update: Visual updates in the deals stages components Renaming forecast type as Deal Category Mapping of forecast type and category Filter deals based on deal category
Zoho CRM Gets UI Enhancements
This latest enhancement update adds “Manager View” as an option to the homepage dashboard. Click here to learn more.
Zoho CRM Adds Multiple Location URL and Date Picker To Webforms
Add multiple URLs now with a new “add button” and date format is now a drop down option in Field Properties. Here’s the full article.