When declaring an Opportunity closed-lost, Dynamics offers two out-of-the-box choices as the “reason for loss”: Canceled, or Out-Sold:
What if you need to add additional options here? Going beyond the reason for loss–what if you want to add additional choices for a “Won” status, or even additional statuses when the Opp is open? Read More
Before implementing any large project or data changes, it is a best practice to take a backup of your entire database. Some data updates may not go to the Recycle Bin and this allows you to restore if things go awry. You can also schedule full backups to occur on a regular basis. Read More
Although you may have not used a Sandbox to develop processes and flows, it is still a best practice to have a current backup of all your hard work. You may have a Data Export scheduled but that only covers the data stored in the database objects. Your processes, flows, visual force code is stored elsewhere. The easiest way to keep a current backup of these items is to create a Sandbox and schedule Refreshes to occur to keep it current. Read More
There will be times a record is deleted by mistake. It happens. Salesforce stores recently deleted records in the Recycle Bin for 15 days. This means you can easily bring a deleted record back with all of its associated records such as activities. Read More
Repeat customers will have multiple deal records in Zoho. There is now a feature where Zoho allows users to customize their Zoho email settings so that they can link emails to/fm contacts to its best guess at the related deal. If there is more than one deal open, it will link the email to the deal with the latest modified date. So what if Zoho guessed wrong? You can manually unlink an email from one deal and connect it to another in your Zoho email settings. Here’s how.
Did you know Zoho has a “virtual meeting” application similar to join.me or GoToMeeting? It’s called Zoho Meeting. Once integrated with your Zoho CRM account, you can easily make any event a virtual meeting with the click of your mouse. Here’s how.
Step 1: Set up integration with Zoho Meeting
Zoho now supports customizing your business hours, where you can specify different hours for each day. You can even create Shift hours, in specific time zones and assign to specific Users. Here’s how: Read More
Did you know Zoho has a “virtual meeting” application similar to join.me or GoToMeeting? Its called Zoho.Meeting. Once integrated with your Zoho CRM account, you can easily make any Event a virtual meeting with the click of your mouse. here’s how…
STEP 1: Set up integration with Zoho Meeting
STEP 2: Create an Event record and Make it an online meeting
The participants will be able to join the meeting by clicking on the URL in the email.
For conducting the meeting, you can choose either of the audio preferencing methods: built-in method or add your own conference call service.
There is a monthy fee for the app, but as with all Zoho apps, there is a free trial period during which you can check it out!
It’s easy to get distracted with all of the great user interface changes Microsoft brought us with Version 9. This tip is about one of the smaller enhancements that hasn’t gotten much attention, but learning about it is definitely worth your time! We’re talking about a new search feature available in Advanced Find that allows you to specify if a relationship contains data. For example, we can search for accounts with NO opportunities, or bookable resources with NO bookable resource characteristics.
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