Webinar - New feature enhancements in Zoho CRM Q2 2024
ฝัง
- เผยแพร่เมื่อ 30 ก.ค. 2024
- Discover the latest updates in Zoho CRM's core features for this quarter in this webinar. Here, we dive into the newest updates designed to help you maximize CRM's efficiency, and go over enhancements that facilitate bringing in new data, finding, selecting, and filtering the right data, and more!
We go over:
01:57 - Agenda
07:00 - Lead Duplicate Check Preference
20:32 - Flexible Validation Rule Configurations
34:10 - Dynamic Filters for Lookup Fields
38:25 - Subform Permissions
40:55 - Advanced Global Search and Follow-Up Actions
49:51 - Cross modular filters
54:11 - Filtering Records by Subforms and Related Lists
57:27 - Data Management in Analytics
1:01:59 - Lead Histories Post-Conversion
Have questions or need more information? Do let us know by leaving a comment below and we'll get back to you! - วิทยาศาสตร์และเทคโนโลยี
you should provide links to the documentation and to the early access request form, but this has been helpful and they are some very good new features.
Thank you for your interest, We will link the post for feature enhancements to help you navigate, As well as the early access form below.
Features mentioned in this post:
help.zoho.com/portal/en/community/topic/zoho-crm-upcoming-enhancements-may-2024
Early Access Form:
survey.zohopublic.com/zs/zohocorp/rUD3Jf
Informative video 😊