Zoho CRM is gearing up for a major update this weekend (07/21) from 9.30 PM to 6.30 AM PDT tomorrow. After thisÂ update our CRM users willÂ gain access to much awaited featuresÂ & enhancements. Some of theÂ 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 numberÂ type custom field (for trackingÂ Quotes, Orders, Invoices and Cases)
- Outlook Plug-in (Add multiple mails to CRM – leads & contacts in a single step)
PS:Â Complete list of the featuresÂ & enhancements will be announced in our Public Forums once the update is completed.
Please stay tuned with us!