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Train Your Team:

Zoho Sees an Influx in Migrations
- Google ends their free version of Workplace, Zoho reaps the benefits.
ZDailer Adds Mobile Apps
- For now, we still recommend RingCentral, but we see lots of potential with Voice, it just needs a bit more time.
Zoho Desk Guided Conversions Card Feature
- These seem really cool! Don’t forget to sign up for early access.
Zoho Projects Adds Custom Functions For Tasks
- If you live in projects, this should cut out some workarounds currently needed to accomplish the same steps.
Zoho Books February 2022 Updates
- Nice portal improvement and Cliq messages are viewable from within Books now.
Zoho Recruit Adds Multi-Account Support For Job Boards
- Simplifies life for those posting multiple job listings for various accounts.
Bigin Adds File URL Support for iOS
- One of those things we thought was already a thing.
New Cliq Meeting Extends Support For iOS devices
- Ever want to have a phone call with 1,000 people? Now you can with Cliq Meeting.
Zoho Cliq Adds Fix For Android Notifications
- Resolve all notifications with a single Cliq, no pun intended.
The Zoho Mail Add-in for Outlook Now Supports POP
- Is anyone out there still using POP?
Publish to Pinterest On Marketing Plus or CRM Plus
- And as discussed last week with Zoho Social, if your bundle includes Social you can publish to Pinterest.

Zoho Sheet as Dynamic Data Source for Analytics
- Many clients like to use Analytics to report on progress to goals (ex: Sales vs. Quotas)
- Generally, these targets are not explicitly stored within the CRM
- Targets also often change, which can be tricky to manage in CRM records
- Zoho Sheet can be used as a cloud-based spreadsheet tool for Quota/Target management
- This Sheet data is then synced to Analytics and blended with CRM sales data to review progress to goals

What PR agencies will and won’t do—and how to hire one by Angel Lawery
- There is a fine line between a great PR agency and a not-so-great one. At the very least this read gives some good insight on what questions should be asked and what to expect from a PR agency.

Zenatta Blogs
- Gutenburg Vs Elementor – Choosing the Right Page Builder
  - At the end of the day, they are both excellent tools. Each currently has its own set of unique benefits compared to the other.
- Communication Partners Inc. – Case Study
  - From Asana to Zoho, an amazing client to work with and help with this transition.

AddEvent
- Key Features Include:
  - Share Events
  - Collect RSVPS
  - Subscription & Embeddable Calendar
  - Slick Calendar Add Embed
  - Automated Events

Setting Up An Approval Process Inside Zoho CRM
- In this week’s video tutorial we cover the following for the Approval Process:
  - Use Cases
  - Layout Rules
  - Approval Process
  - Criteria
  - Who Should Approve
  - Action(s) upon Approval/Rejection
  - Final Walk-through of the Process Created