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The CRM Zen Show Episode 255 – Finally We Can Bigin to Dedupe

Zoho News

Implementation of the Week

  • Dynamic Approval Workflow for Zoho CRM Quotes
    • In this implementation, our goal was to set up a process in the CRM to automatically flag certain Quotes for Review/Approval based on Discounts offered on that Quote
    • In this specific case, we’re looking at Discounts on a line item basis, rather than  the total discount amount for the Quote
    • To accomplish this, we added a field called “Max Discount” to the Products modules
    • In cases where the Discount of a specific line item for a Quote is higher than the allowed Max Discount amount for that Product, the Quote is automatically marked to enter Approval processes
    • This stops the Quote PDF from being generated and sent out until Approval is given for that Quote

Code Share of the Week

This Week’s Read

New On Zenatta

Tips and Tricks

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.