CRM Zen Show Episode 315 - Lucky Number v7

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Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded for Friday, August 9, 2024, and hosted by Brett Martin & Tyler Colt.

🚨 UPCOMING LIVE STREAMS 🚨
Zoho & Avalara Product Demo
August 20, 2024, 10:00 AM Pacific Standard Time

*Don't Miss Any Zoho News, Tips, Events & More*

📍 *Google Address AutoComplete Extension* 📍
Map Out Your Success with Precision!

🏥 *Zenatta CRM Health Check Extension* 🏥
A Clean System Is A Better System!

💥 *Zoho Team Training Programs* 💥
Train Your Team In Less Than A Week!

🌀 *ZPortals* 🌀
Sign Up Through Zenatta Consulting for 10% Off Your First Month -

🎬 *TIMESTAMPS* 🎬
This Episode Was Produced By - Podcaster Zen
0:00 Intro
1:20 Advertisment

*Zoho News*
3:15 What's New in Zoho Books - August 2024
6:46 Zoho Expense May through July Updates
8:18 Zoho Social July’24 Updates
9:56 Zoho CRM V7 API
14:05 Zoho Analytics August’24 Updates
17:24 Zoho Meeting Adds Breakout Rooms & End-to-End Encryption
19:27 Upcoming Zoho Desk Setup Page Revamp

*Implementation of the Week*
21:33 Automated Notification to Deal Owner upon Zoho Sign Document Completion

*Code Share Of The Week*
25:10 Button Error Handling: Consolidate and Return Multiple Errors in a List

*New On Zenatta*
28:26 Why Scrubbing Your Emails Before Using Zoho Campaigns Or Marketing Automation Is Crucial

*Tip Of The Week*
34:58 Zoho Criteria Statements | Workflow and Segment Criteria

*This Week’s Quizzes*
What new criteria qualifiers are introduced in Zoho CRM for record assignment based on user roles?
What is a new feature introduced in Zoho Marketing Automation’s SMS gateway that simplifies managing contact numbers for SMS campaigns?

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💻 *ABOUT US* 💻
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.

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

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This has to be one of the best Zoho sponsored podcasts that I have ever listened to. You guys are always my first notification. I wish I could afford your services as a small business but you are giving back to the world and I commend you on that

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