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!