Webinar - New feature enhancements in Zoho CRM Q2 2024

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  • 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!
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ความคิดเห็น • 3

  • @DataWarehouseCODARUS
    @DataWarehouseCODARUS 24 วันที่ผ่านมา +1

    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.

    • @Zoho
      @Zoho  19 วันที่ผ่านมา

      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

  • @sandeepsingla3212
    @sandeepsingla3212 25 วันที่ผ่านมา

    Informative video 😊