Zoho CRM: AI Smart Prompt : BANTC call prep for Leads
Add a Call prep button to Zoho CRM Leads that drafts spoken qualification questions across Budget, Authority, Needs, Timeline and Competition.
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Zoho CRM Tutorials & Guides
Practical Zoho CRM tutorials, troubleshooting notes and implementation guides from real projects.
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Zoho CRM: Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Zoho has announced account-based marketing (ABM) capabilities for Zoho CRM, aimed at helping growing businesses — the announcement uses the example of a SaaS company launching a new business suite on a tight budget — to expand and retain existing customers with greater precision. Rather than casting
Zoho CRM: Allow Only Administrators To Change Task Owners
A quick way to stop non-admin users changing the owner of existing tasks in Zoho CRM, while administrators retain that ability. The setting is the Change Owner permission for the Tasks module in the users’ profile.
Zoho CRM: Update Opportunity Type as New or Existing Business
A quick article on how to get Zoho CRM to update the deal or opportunity type field with "New Business" or "Existing Business" depending on whether this won opportunity is the second time for this account.
Zoho CRM: Client Script: Swap Quote Account with Deal Lookup
A very quick article on a small client script to set the Account field on the Quote from a lookup field on the Deal record.
ZohoCRM & Xero: Function to pull most recent quotes
A follow-on article from my previous article ZohoCRM & Xero: Function to pull most recent invoices - along with their Contacts and Items (accounts/contact & products respectively).
ZohoCRM & Xero: Function to pull most recent invoices
Thought I already had an article on this and I know my article Zoho Deluge - Connect to Xero API covered a quick query to pull some invoices but this one documents a pull and mapping into CRM invoices.
Zoho CRM Client Script: Map Quote to Invoice
This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields.
Zoho Survey: Zoho CRM Webhook
A separate article as a follow-on from my previous article in this series Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pages which may have grown a little but just wanted to record how to receive a Zoho Survey response in a Zoho CRM REST API function.
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