Have you had the courage yet to try Zoho CRM 2016? It can be disorienting sometimes getting used to a new user interface, especially if you’ve been using the application for a while, but I’m telling you it’s really worth it!
Every day with the new system I’m finding little things that make using Zoho even easier to use.
Here are three examples:
Favoriting Reports – Now you can click a little star next a report name and it will pin the report to the top of the report list so it’s easier to find!
Template Versioning Notes – When you update a template, you now have the option to include notes of what updates you made.
Applying Discounts – you can now right click the arrow next to line item discounts and either enter a flat percentage, a flat amount or select a pricebook.
Switch over today and let us know what cool new features you find!