New Zoho CRM Features: DIY Forms and Calendar Sync

Welcome to the latest innovations in customer relationship management and productivity brought to you by Consultants In-A-Box. We're excited to introduce outstanding features that will revolutionize the way you interact with clients and manage your workload efficiently.

Create Web Forms Effortlessly

Now, integrating web forms into your website is seamless—thanks to our What-You-See-Is-What-You-Get (WYSIWYG) editor. You need not be well-versed in code to create fully functional and effective web forms. This editor allows you to drag and drop fields, align them, and mark them as mandatory. Adding captcha ensures that your forms are shielded against spam. Once the form is ready, it's easy to assign lead ownership and set up notifications to keep your Zoho CRM organized. These web forms can be swiftly deployed on various platforms, such as Zoho Sites, WordPress, and Facebook, to capture leads directly into your CRM.

Efficient Lead Distribution with Round Robin

We understand that fair and equal lead distribution can be a challenge. That's why we have introduced a Round Robin style assignment rule. This ensures that leads captured from web forms are distributed equitably among your sales representatives. The setup is simple: choose your sales reps and add them to the list—and let the system evenly distribute leads among them, following a rotational pattern that guarantees an equal workload for your team.

Stay Organized with Zoho Calendar Integration

For those who rely on Zoho Calendar to schedule important meetings and appointments, you'll be thrilled to know about the integration with Zoho CRM's calendar. This feature allows you to synchronize events across both platforms, providing a unified view of all your scheduled activities. You can access this synchronized calendar system even on your mobile phone, ensuring you're on top of your events wherever you go.

Our goal at Consultants In-A-Box is to help you streamline your process and maximize efficiency. These exceptional enhancements are designed to provide you with the tools necessary for superior customer engagement and better workflow management.

Are you ready to elevate your business with these latest features but need some assistance in implementation and training? Contact Consultants In-A-Box today. Let us guide you through a smooth transition and help you to harness the full potential of these new functionalities for your business's success. We’re here to help - reach out now!

Categories: Zoho CRM

Tags: feature enhancements, Web-to-Lead forms, Zoho CRM and Zoho Calendar Integration, Zoho CRM Web Forms

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