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Episode 188 – Everybody’s Workdrive for the Weekend

CRM Zen Show Episode 188 - Everybody's Workdrive For The Weekend

Zoho News

Implementation of the Week

  • Customer-based Price Lists in CRM
    • By default, Price Lists in the CRM set prices based on item quantities on a Quote
    • Oftentimes, businesses define Price Lists at a Customer level instead
    • Using a subform on a Deal record, and client scripting, we can mimic the instant update of the standard Quote/Price List functionality
    • This custom functionality allows us to set Price Lists at a Customer Account level, and have them apply to the Quoting process automatically

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • Strides: Goal & Habit Tracker
    • And while talking about productivity, what sets this app apart from others is the hundreds of items built into it that you would track.
    • Want to build better habits?  We highly recommend  Atomic Habits

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