CRM Zen Show Episode 309 - Yes We Kanban

Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded for Friday, June 28, 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
1:33 Advertisement

Zoho News
2:13 New Formula Fields for Bigin
4:01 Zoho CRM Subform Enhancements
6:52 Zoho CRM Dashboard Upgrades
9:20 Email deliverability enhancements for Zoho CRM
13:33 Zoho CRM Kanban view changes
16:22 Zoho Forms to Zoho CRM integration enhancements
19:00 Team Folder Management with WorkDrive TrueSync

Implementation of the Week
21:14 UTM Capture and Tracking via Zoho LandingPages and Forms

Code Share Of The Week
24:23 Overview of the Zoho Deluge Code Snippet for Tracking Deal Stage History
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New On Zenatta
28:23 The Future of Zoho CRM- Zoho CRM for Everyone!
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Tip Of The Week
30:36 Do this NOW to Prepare for Zoho CRM for Everyone
   • Do this NOW to Prepare for Zoho CRM f...  
31:35 Teamspaces EXPLAINED in Zoho CRM for Everyone
   • Teamspaces EXPLAINED in Zoho CRM for ...  

This Week’s Quizzes
What new functionality has been added to the integration between Zoho CRM and Zoho Projects?
----   • Запись  
What are the changes introduced in the "Reset Password" flow for Zoho One users?
----   • Запись  

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At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

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