Widgets in Zoho CRM With the release of their newest feature, Widgets, Zoho is aiming to support external applications within the Zoho CRM. The widgets allow building of embeddable UI components, along with integration, within the CRM. Zoho currently supports four...
Allowing Multiple Owners for a Record in Zoho Zoho has released the ability to have more than one owner of a record (up to three) within the CRM. The added users will be considered “co-owners”. The co-owners will have the ability to view and edit the related list of...
Using Zoho’s Email Parser for Automated Data Entry In their latest update, Zoho came out with an Email Parser in order to automate adding a record’s information into Zoho CRM. The email parser has the ability to add a new record to any module within your CRM....
Zoho CRM Makes Data Easier to View and Change When it comes to your CRM, being able to see exactly what information you need at a glance is important. Views can often become cluttered with too much information, or not provide enough identifying details to know what...
Zia Voice, Zoho’s Conversational AI In Zoho’s latest update, they deployed Zia, the virtual assistant. Now, with the latest set of new features, Zia will be able to interact through voice and chat. The conversational AI for Zoho CRM is now able to add, change,...
Using Zoho Scores to Create Workflow Rules Zoho has now released the ability to create workflow rules based off of record scores. You can now choose certain actions to be performed when a record’s score increases, decreases or is updated. What does this mean for you?...
