Join The Community Sign Up For Club Zenatta

Article Read Time:

3 Min

Stay Connected

The CRM Zen Show Episode 299 – Do You Believe in Love at Second Site?

Zoho News

Implementation of the Week

  • Splitting up CRM Deals with Kiosk Studio
    • In this implementation, we’re working with a client that oftentimes sells multiple products/services to a client within one Opportunity
    • That being said, occasionally a client may request that one, or multiple, options are left off of their initial engagement with the idea of circling back later
    • To this end, our client was looking to build out functionality that would make it easy to add products/services to an existing Opportunity, as well as allowing the user to queue up a future Opportunity for those products/services that are not required right now
    • To accomplish this, we implemented a Kiosk flow for the Opportunities module that allows the sales team to search for products/services, select the applicable options, and identify if they should be included now or later for that client
    • Then, the Kiosk uses these selections to update the existing Opportunity, create a new one for the future, or both

Code Share of the Week

New On Zenatta

Tips and Tricks

Question of the Week (AZAAZ)

This Week’s Quizzes

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.