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                      • Announcements

                      • [Early Access 2024] Unveiling Cadences Studio: Redefining CRM interactions with automated sequential follow-ups

                        Last modified: Tue 23 Jan, 2024 Cadences Studio will be released in a phased manner. You can submit your request for Early Access by using the following link: Request for Early Access We have scheduled a few webinar sessions on Cadences Studio for Tuesday,
                      • Enrich your CRM data and keep them updated

                        You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
                      • Important updates to Zoho CRM's email deliverability

                        Last modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains will have their newly created mass emails and other email notifications associated with newly
                      • Introducing the all-new email parser!

                        Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
                      • Telephony External ID field added in CRM

                        Dear All, We have an enhancement for users with telephony integrations—introducing the Telephony External ID field. Let's get into the details! What is an external ID field for telephony? External ID fields in Zoho CRM essentially hold a record's reference
                      • Most Discussed Topics

                      • Not able to see the parent account and enrich data

                        I have uploaded a csv sheet with 3 columns, Account, Parent Account and website URL, after uploading the accounts, I am unable to see the parent account and unable to perform enrichment. Can anyone please tell me how to overcome this?
                      • Banging my head trying to parse XML

                        Hi I am trying to parse an XML in ZOHO CRM. I was able to add a field for the XML to be uploaded so it can be parsed later So far I am able to get the file data just fine, and even to get to the important node of the XML (it's embedded with CDATA) But
                      • Does Deal name need to be unique?

                        I am in the insurance business and have a custom module called Insurance. I am trying to move all the data out of that module and into Deals but I was told that the Deal names all had to be unique to import back into Deals and going forward ALL Deal names
                      • Schedule 200 calls for contacts with a Button based on the view that the button is in

                        Hi Everyone Hopep you are well. I need some help nailing this code down. I need to create a butotn that generates 200 calls for contacts. The button will be placed in the contacts module and will need to generate the calls for the contacts based on the
                      • How to add business label when task is accomplished

                        Hi, I am trying create automation in workflow to add business label when task is accomplished. But it not work.. there is no way to create business label when task is accomplished.. at least no easy way. Tried update business custom field when task state


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                                                                                      • Sticky Posts

                                                                                      • Enrich your CRM data and keep them updated

                                                                                        You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
                                                                                      • Canvas templates can now be shared with different CRM organizations

                                                                                        ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
                                                                                      • Introducing Zia Presentation in Zoho CRM

                                                                                        ----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
                                                                                      • Tip #35 - On using Kanban View in Zoho CRM

                                                                                        Hi folks,  It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here.  Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
                                                                                      • Blueprint enhancements - Parallel and multiple transitions, and more

                                                                                        Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all

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