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Zoho Feature Updates: Zia Voice Preview

Zoho Feature Updates: Zia Voice Preview

by admin | Mar 5, 2018 | CRM, Zoho, Zoho CRM, Zoho Customization, Zoho Features, Blog

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,...
Zoho Feature Updates: Workflow Rules Based on Scores

Zoho Feature Updates: Workflow Rules Based on Scores

by admin | Mar 2, 2018 | Zoho CRM, Zoho Customization, New Features, Zoho Features, Blog, News, CRM, Zoho

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?...
Zoho Feature Updates: Blueprint Enhancements

Zoho Feature Updates: Blueprint Enhancements

by admin | Mar 1, 2018 | Zoho Customization, New Features, Zoho Features, Blog, News, CRM, Zoho, Zoho CRM

Zoho Blueprint Gets New Features Blueprint in Zoho is a feature that allows you to define and execute a business process. The new feature from Zoho is a step towards improving business processes, and the communication of employees involved. A Blueprint allows you to:...
Zoho Feature Updates: Scheduling Emails in CRM

Zoho Feature Updates: Scheduling Emails in CRM

by admin | Feb 27, 2018 | New Features, Zoho Features, Blog, News, CRM, Zoho, Zoho CRM

Zoho Introduces New Way to Schedule Emails Zoho CRM now offers the availability to schedule sending emails. There will now be a box with the image of a clock right next to the “Send” button where you can schedule a specific date and time. Also, if there is a...
Zoho Feature Updates: Module Builder

Zoho Feature Updates: Module Builder

by admin | Feb 27, 2018 | Zoho Features, Blog, News, CRM, Zoho, Zoho CRM, Zoho Customization, Zoho Settings, New Features

New Look for Zoho Module Builder The module builder in the backend of Zoho CRM has been revitalized with a new design. Fields and sections are now easier to move and manipulate. What does this mean for you? Simply put, the backend of Zoho is getting less overwhelming....
Customizing Zoho CRM Settings

Customizing Zoho CRM Settings

by admin | Feb 7, 2018 | Blog, Zoho Settings, CRM, Zoho, Zoho CRM, Zoho Customization

Overview of Zoho CRM Settings Zoho CRM, when used correctly, can be an efficient organization and marketing tool. In order to be used correctly, Zoho CRM must be set up and customized properly. In this blog post, Catalyst Connect will provide you  with Zoho CRM...
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