CRM News Today

Zoho CRM Email Parser: Auto-Import Leads from Email

Zoho CRM Email Parser: automatically creating leads from structured email notifications, setting up field extraction rules with delimiters and regex, a Zillow lead notification example, and fixing empty fields and duplicate records.

Zoho CRM Multi-Currency Guide for Global Sales Teams

Zoho CRM multi-currency: enabling additional currencies, exchange rate management, price books with currency-specific pricing, pipeline reporting in home currency, and fixing inconsistent totals caused by exchange rate updates.

Zoho CRM Deluge Scripting: Automate Beyond Standard Workflows

Zoho CRM Deluge scripting: where custom functions run, key syntax for CRUD operations and external API calls, practical use cases for enrichment and cross-module updates, and fixing functions that don't run or can't reach external APIs.

Zoho CRM Implementation Checklist: 10 Steps to a Successful Launch

Zoho CRM implementation checklist: the correct sequence from roles and profiles through field configuration, automation setup, data import, and user training — plus the most common mistakes that cause implementations to fail.

Zoho CRM Portals: Building Self-Service for Customers and Partners

Zoho CRM Portals: customer and partner portal setup, data isolation configuration, partner deal registration workflow, portal user pricing, and fixing data isolation failures that let portal users see other customers' records.

Zoho CRM CommandCenter: Customer Journey Orchestration Guide

Zoho CRM CommandCenter: how journey orchestration differs from workflows, entry and condition node types, building a customer onboarding journey with branching NPS logic, common use cases, and plan requirements.

Zoho CRM Approval Processes: Setting Up Multi-Step Approvals

Zoho CRM approval processes: when to use approval gates, configuring triggers and record locking, multi-level approval chains for large deals, mobile approval actions, and fixing stuck approvals and missing notifications.

Zoho CRM Macro Automation: Batch Process Actions in One Click

Zoho CRM Macros: how they differ from workflows, building email-update-task sequences that run in one click, bulk macro execution on lead lists, practical examples for qualifying leads and handling no-shows, and visibility configuration.

Zoho CRM Assignment Rules: Auto-Route Leads to the Right Rep

Zoho CRM assignment rules: routing leads by geography, industry, and score, round robin vs load-based assignment, rule priority order and fallback configuration, combining scoring with routing, and fixing missed or incorrect assignments.

Zoho CRM Scoring Rules: How to Prioritize Hot Leads

Zoho CRM scoring rules: profile vs engagement scoring, building a lead scoring model based on your won deals data, point weighting strategy, using scores for sales prioritisation, and fixing scores that don't predict conversion.