CRM Zen Show Episode 327 - Hit Me With Your Best Tag
Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded for Friday, November 1, 2024, and hosted by Brett Martin & Tyler Colt.
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This Episode Was Produced By - Podcaster Zen
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0:00 Intro
1:57 Advertisement
Zoho News
2:39 Zoho CRM: Enhanced Tag Management with Import Overwrite
4:31 Zoho CRM: Expanded Language Support for Enhanced Global Accessibility
7:13 Zoho CRM: Enhanced Data Exposure for Portal Users
10:55 Zoho Desk: Blueprint Transitions for IM Tickets
12:01 Zoho Desk: Enhanced Ticket Assignment with Agent-Level Thresholds
Implementation of the Week
13:16 CRM Deal Owner History Tracking via Subform
Code Share Of The Week
16:34 Automate Task Owner Assignment in Zoho Projects with Custom API Function
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New On Zenatta
19:49 How to Create and Use Custom Modules in Zoho CRM
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Tip Of The Week
22:17 Lookup Fields Tutorial for Zoho CRM
• Lookup Fields Tutorial for Zoho CRM || Zoh...
This Week’s Quizzes
What is the primary benefit of using job sheets in Zoho FSM for technicians?
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What happens to the reporting of email campaigns when bot filtering is enabled in Zoho Campaigns?
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We don’t just implement Zoho tools—we create lasting impact. At Zenatta, a proud Zoho Premium Partner and the US Zoho Partner of the Year for 2024, we deliver systems designed to empower teams, streamline operations, and drive success across your business.
Through this platform, our mission is to provide actionable tips, detailed guides, and expert insights to help you maximize your Zoho experience and achieve your business goals.
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