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The CRM Zen Show Episode 184 – Shift Happens

Zoho News

Implementation of the Week

  • CRM Custom Related List for Package Item Visibility
    • In the CRM, the default Finance integration allows users to view Package records in the CRM
    • However, the Packages cannot be opened in the CRM to see the specific Products within
    • Using a custom XML related list, we can pull in Package Items to the CRM Contact record, and group them by Sales Order number
    • This list can display the Shipment status, tracking number, and serial number for every Package item

This Weeks Read

New On Zenatta

  • Zenatta Blogs
    • Our Top 10 Implementations of 2021
      • We went through all of our “Implementations of the Week” from last year and picked our top 10.  And shared with you a bit more insight on the importance of each one.

Application / Plug-In of the Week

  • Blisk.io
    • With so many different ways to view a website, often times we skip paying attention to how they look on mobile devices.
    • Blisk fixes that by allowing users to preview what a site would look like on multiple different devices with a side-by-side view.
    • Blisk offers a variety of different operating systems: from mobile iOS and Android to Windows and macOS on desktop.

Tips and Tricks

  • Should you be using the Leads Module in Zoho CRM?
    • In this week’s video tutorial we discuss the following:
      • Using Leads Overview
      • Recommended Lead Statuses
      • How Leads Work
      • Benefits of Zoho Forms For Lead Generation
      • What is Lead Conversion Mapping
      • Converting a Lead
      • Scenarios for using the Leads Module