Zoho CRM – Scheduled Update..

Zoho CRM is gearing up for a major update this weekend (07/21) from 9.30 PM to 6.30 AM PDT tomorrow. After this update our CRM users will gain access to much awaited features & enhancements. Some of the key features/enhancements planned in this update are:

  • Customize Quotes, Orders, and Invoices formats
  • Customize Home Page layout
  • Organize CRM modules as per users’ role in the organization
  • Activity Management (Recurring tasks/events and Reminders)
  • Auto-increment number type custom field (for tracking Quotes, Orders, Invoices and Cases)
  • Outlook Plug-in (Add multiple mails to CRM – leads & contacts in a single step)

PS: Complete list of the features & enhancements will be announced in our Public Forums once the update is completed.

Please stay tuned with us!


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