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The CRM Zen Show – Episode 61 – It Needs a Calendar

Zoho News

Notable Mobile Updates

Implementation of the Week

  • Quote Management through Deals
    • Multiple Quotes can be linked to one Deal
    • One Quote designated “Primary”
    • Sync Quote Total and Deal Amount
    • When Quote is Won, Deal is Won
    • We talk about this in detail starting at 16:37 into the podcast.

Things We Noticed and The Bug Report

  • Update on Zoho One Phone Bridge Here is the list of supported providers
  • HoduCC
  • OmniVigil
  • Servetel
  • astTecs
  • TelTel
  • AMP Telecom
  • Freevoice
  • inTalk
  • HoduPBX
  • Flexvone
  • Nuacom
  • MiPBX
  • Anura
  • Contaque
  • SanIPPBX
  • Bulutsantralim
  • RingCentral
  • BT Cloud
  • Telus Business
  • Office @ Hand from AT & T

This Weeks Reads

Application / Plug-In of the Week

Tips and Tricks

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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