Zoho News
- New Formula Fields for Bigin
- Like CRM, it’s great to see this field added to Bigin.
- WhatsApp enhancements for Bigin Mobile
- Messages and Calendar views have been added.
- Zoho CRM Subform Enhancements
- You can now add multiple rows all in one go, and there are now some additional permission management options for subforms.
- Zoho CRM Dashboard Upgrades
- These are nice dashboard enhancements, including dashboard locking for security, displaying large numbers in a shortened format for better readability, and showing record counts alongside metrics in KPI components.
- Email deliverability enhancements for Zoho CRM
- From an email authentication standpoint, this update will make life much easier. However, a bit of a PSA: any mass email now includes an unsubscribe button at the top, automatically checking the email opt-out option inside the CRM.
- Zoho CRM Kanban view changes
- This is a significant update; users can modify their boards in about three weeks.
- Zoho Forms to Zoho CRM integration enhancements
- A couple more UTM parameters have been added, and you can now have it auto-translate the form based on regional preferences.
- Zoho CRM May’24 Community Digest
- Catch up on everything that happened last month in the CRM world, including updates, news, events, and community highlights.
- Team Folder Management with WorkDrive TrueSync
- You can now create and manage a Team Folder using WorkDrive Truesync.
- Video Card for Zoho Notebook
- This slick new feature in Notebook allows you to create quick screen capture videos directly from the app, similar to Loom.
- New Features for Trident (Windows)
- Most notable from this update is the Zoom eWidget.
- Zoho Assist Security Upgrade Notice
- To ensure secure remote connections, Zoho Assist is upgrading to a new security protocol automatically, and users need to update their devices to the latest version of the Zoho Assist Unattended Agent by July 31.
- Zoho Recruit adds WhatsApp Interactive Templates
- Wrapping up the news, these interactive templates enhance candidate engagement, featuring CallToAction and Quick Reply templates for efficient, interactive messaging.
- Wrapping up the news, these interactive templates enhance candidate engagement, featuring CallToAction and Quick Reply templates for efficient, interactive messaging.
Implementation of the Week
- UTM Capture and Tracking via Zoho LandingPages and Forms
- In this implementation, our client is using Zoho LandingPages and was looking to capture the UTM information for Leads created via these LandingPages
- The first thing that we did was swap out the CRM Webforms they were using with Zoho Forms
- Then, we enabled UTM tracking for those forms and added the tracking script to the LandingPage
- Next, we mapped the UTM values from the Form to the CRM Lead, and set them up to convert to the Account/Contact/Deal
- Lastly, we’ll just need to pull this data, along with GoogleAds data, into Zoho Analytics for ROI/ROAS reporting
Code Share of the Week
- Overview of the Zoho Deluge Code Snippet for Tracking Deal Stage History
- This code share dives into a Zoho Deluge script designed to extract and track the stage history of a deal in Zoho CRM. By leveraging the capability to access related records and metadata, this script is particularly useful for organizations aiming to monitor transitions in deal stages, which can provide valuable insights for sales forecasting and process optimization.
New On Zenatta
- Zenatta Blogs
- The Future of Zoho CRM- Zoho CRM for Everyone!
- Combining last weeks and this week’s tutorials, here is everything you need to know about Zoho CRM for Everyone in one article.
- The Future of Zoho CRM- Zoho CRM for Everyone!
Tips and Tricks
- Do this NOW to Prepare for Zoho CRM for Everyone
- We highly recommend you watch this video and do these things before Zoho CRM for Everyone goes live.
- Teamspaces EXPLAINED in Zoho CRM for Everyone
- Here is a deeper dive into the new Teamspaces feature that comes with Zoho CRM for Everyone.