NEW ZOHO UPDATES! 🟥🟩🟦🟨

1. Chart Views in Zoho CRM: Users can now visualize data with chart views directly in Zoho CRM lists. This feature allows you to create various types of graphs for better understanding of your data, making it easier to manage pipelines at a glance.

2. Timeline View for Deals: Zoho CRM introduces a timeline view that displays the start and end dates of deals visually. This helps sales teams manage deadlines effectively, ensuring deals do not linger past their expected closure dates.

3. Rich Text Support for Notes in CRM: Notes within Zoho CRM now support rich text formatting. This allows users to add bullets, hyperlinks, and more to their notes, making it easier to present and read important information.

4. Chat to Ticket Timers in Zoho Desk: This new feature automatically converts idle chat sessions into tickets if there’s no response within a set time. It ensures that customer inquiries are formally tracked and addressed, reducing the chances of lost communication.

5. Grid Feature in Zoho Forms: Zoho Forms now has a grid feature that allows users to organize fields in multiple columns. This makes lengthy forms more concise and visually appealing, improving user experience for form submissions.

6. Enhanced CPQ and Guided Selling in Zoho CRM: A new guided selling feature has been added to help sales representatives recommend products based on customer needs. This streamlines the configuration and quoting process, making it easier to manage complex orders.

For the most detailed Zoho resources, check out my YouTube channel: https://www.youtube.com/@drewbrockbank