Hey, Try This! – Zoho Tips by Luis Castro #02 🛠️ Build Your Own Smart Recommendations in Zoho CRM Wish your CRM could actually guide your sales team based on real patterns? With Zia’s Recommendation Builder, you can create custom deal tips that match your exact sales logic. Here’s how to build your own: ✅ Go to Setup → Zia → Recommendations ✅ Click Create Recommendation using the Recommendation builder ✅ Select the module of "What to Recommend?", what module "Recommendation should be done to?" and "Linking module that stores information between?" the modules previously selected ✅ Finally choose the Criteria Why it matters: • You define what good next steps look like • Your sales team gets smart nudges at the right time • Zia becomes your virtual sales coach - powered by your expertise 💭 It’s automation meets strategy, without the fluff.
