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SNAPSHOT Extension for Zoho CRM

An extension that allows you to view touch-points or actions for a Lead, Contact, or Account all in one place. 

INSTALL EXTENSION

What is it?

SnapShot is meant to be used in a Canvas view for the Lead, Contact and/or Account modules. You can configure actions such as Lead Created or Email Received to add entries to one location so you can view only the touch-points important to you. 


Cross Module

Your Lead's SnapShot will follow them from one module to another. As a Lead is converted to a Contact, their SnapShot will will carry over and continue tracking activities as they transition through the sales pipeline.

Configuration  STEP ONE

Once the installation is complete, configure the actions you would like to trigger a SnapShot entry for by clicking "edit" and checking the desired buttons. 
Leaving the "Blue Icons" box deselected will use the standard "Outline" icons as seen below.

ONE
TWO
THREE
ONE

Create a Workflow Rule  STEP TWO
​Use tabs above. Three part process

Create a workflow rule on the SnapShot module when a record "is created". 
This needs to be executed for "all SnapShots". 
The Instant Action will be a function. 

TWO

Add the deluge function to the workflow rule

Add the two arguments as shown in the picture to the left.
journeyid      SnapShot Id
action            SnapShot Action


THREE

Add Code to the Function  

Open the following file, copy the text, and paste it into the editor. Click Save.

Function Code

Create a Canvas view  STEP THREE

After the installation, you will have a "Journey" reference list associated with your Leads and Contact. You can either add the reference list as a tab or place it into a standalone section. 

Since the SnapShot table holds values from different modules, values have put into "shared" fields so you can use a minimum number of fields on your Canvas and still get the relevant information. 


Fields of value when configuring your Canvas:

SnapShot Image - The extension will add all of the icons automatically. Use this to display the icon in Canvas.
SnapShot Name - This hold the Action of the Snap such as; Account Created, Deal Closed, Call Scheduled, etc.

Object Date - A universal field that will contain a Date/Time based on the Action. For "Task Created", this will be the Due Date. For "Meeting Scheduled", this will be the date of the meeting. Same for Call Scheduled.

Info - Another universal field. This one will hold a meeting, task, and call's subject. 
Actioned_By - In most cased this will be the user that created the action. For Tasks ,this will be the user it is assigned to. 

Created Time - The date the action occurred. 



OPTIONAL CANVAS IMAGES
   
   
ICON SET "OUTLINE"
Lead Created
Status Change
Meeting Scheduled
Call Scheduled
Task Created
Task Completed
Email Sent
Email Received
Lead Converted
Account Created
Deal Created
Insurance Law
ICON SET "BLUE"
Lead Created
Status Change
Meeting Scheduled
Call Scheduled
Task Created
Task Completed
Email Sent
Email Received
Lead Converted
Account Created
Deal Created
Insurance Law