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The CRM Zen Show Episode 166 – We Didn’t Plan This

Zoho News

Notable Mobile Updates

Implementation of the Week

  • CRM – Mail Merge Proposal with dynamic Images and Links
    • Zoho CRM’s Mail Merge functionality allows for If/then statements to control content based on CRM data 
    • This if/then statements can be used to control images, and well as URL redirects in the resultant document
    • In this case, a variety of image/pre-filled links were added to a proposal that redirect to applicable Subscription plans
    • From the mail merge proposal, the prospect can click through to the specific Subscription plans available to them

This Weeks Read

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • My Followed Tickets for Zoho Desk
    • Key Features:
      • View a list of tickets that you have followed in your account
      • Unfollow tickets to stop receiving notifications of their activities
      • See key information like the contact name, status, and assignee without opening the ticket
      • Select multiple tickets at once to unfollow them all in one go

Tips and Tricks