Bigin & Samsung Partnership - CRM Zen Show Episode 311

Publicado 2024-07-12
Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded for Friday, July 12, 2024, and hosted by Brett Martin & Tyler Colt.

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0:00 Intro
1:48 Zoho Team Training Advertisement

Zoho News
3:30 Zoho CRM Optional Fields for Blueprints
5:21 Zoho CRM expands Actions by Zoho Flow to Standard and Professional plans
9:30 Duplicate Image Detection with Zia Vision
12:39 Zoho Books July’24 Updates
15:04 Bigin & Samsung Partnership
19:38 Zoho Social June’24 Updates

Implementation of the Week
20:41 Zoho Forms Integration to CRM for Adding Subform Entries as Contacts

Code Share Of The Week
24:59 Automated Bundling for Composite Items
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New On Zenatta
28:40 Mastering Tax Management in Zoho Books and Enhancing Compliance with Avalara
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Tip Of The Week
31:46 Template Customization in Zoho Books
   • Template Customization in Zoho Books  

This Week’s Quizzes
What is the main advantage of dynamic filters for lookup fields in Zoho CRM?
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What does the enhanced duplicate checking feature in Zoho CRM now allow users to do?
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Todos los comentarios (5)
  • @accuratelycorp
    In regards to zoho books templates. Is there a way to have subtotals by category or group rather than individual pricing? I currently do it through zoho writer - CRM integration but itd be nice to have it directly in books
  • @steven2145
    The credits thing is annoying when you run out of one type of credit but have a slew of other paid credits.
  • @JohnJBloomfield
    The only use case I can think of for the duplicate images would be if you're pulling in leads from Social channels people maybe use the same profile pic across channels? Maybe some sort of social enhancements are to follow and this is a precursor....?