What's New in Zoho - August 2026

00:00Okay. Hi, everybody. Thank you for joining today for our What's New in Zoho August 2026 webinar. Today, we're going to be going through three Zoho apps. We're going to be looking at some updates in Zoho CRM, some updates in Zoho bookings, and Zoho people. Now, of course, there's a flurry of other things that happened across Zoho this month as well, but it does tend to be a bit quieter over the summer. If you want to see all the other updates coming from Zoho, if you check out our website, we now have a really detailed update log across all of the Zoho app so you're able to go in there and see exactly what we're working, what updates are coming out. I can see we've got a message in here, will there be a recording? Yes, all of this is recorded, so afterwards I'll be able to share that recording with you all.

00:43Likewise, if you go to our website, so if you go to Limitless IT Consultancy, all of our past webinars are up on here as well. So if you go to the webinars page, we've actually now got quite a building list of webinars in here, and this is also where you'll seeing what other upcoming webinars we have as well. So definitely check that out if you're interested in seeing more about what's happening in Zoho. Likewise, as I say, if you go into resources and Zoho news, we have a pretty good list here. We try and keep this up to date as possible of what's happening within Zoho. And you can actually filter this by app, which is quite nice. If you just want to know what's new in CRM, you can filter it and it'll give you an update log of everything new in CRM. So again, worth checking out if you've not seen that before.

01:26So just before we start, a quick bit of background from me. So I'm Jake. I run a company called Limitless IT Consultancy. We've been running for about three and a bit years now, although I've been working in the Zoho space since about 2018. So I've been doing it for quite a long time now. We're a Zoho authorized partner. We're one of the fastest growing partners in the UK, actually. We're on track to jump straight to their highest level partnership this year because of our growth, which is amazing. But the thing I'm most proud about is we have a 93% renewal rate with our clients.

01:57So when clients work with us, they stick with us sort of ongoing because we continue to provide in value. And I think from what you're going to see today, I'll give you an idea of some of the stuff we do with our clients to help them get the most from their system. As we're always looking for what's new in Zoho, what's new in their business, how can we help them get more from their system? But let's jump into the updates because that's really what everybody cares about here. So we're going to start with Zoho CRM. We'll then go into Zoho bookings and then we'll talk about Zoho people.

02:27At the end, we'll have time for Q&A as well. Throughout though, if people pop chats into the chat or the Q&A, I will try and keep an eye on those as well and answer questions as we go as well. So please feel free to put those in there. And let's get straight into the CRM. So there's two updates I want to talk about with the CRM today. The first is live and that's custom buttons within modules. And the other is a preview feature for new layout rules. Now, the preview feature is probably the more exciting one here, but annoyingly, it's not yet live in the UK.

02:59It's live in a lot of other locations around the world, but it's not yet live in the UK. They've said it'll be live in the next couple of weeks. But that's going to be quite an exciting one, so I want to take you through that. So let's jump into our CRM system. Hopefully, you can all see our test CRM system here. This will be useful webinars. It's full of loads of junk data, made-up data. in here, it means I can show you exactly what's happening within the CRM. So this first update is relatively minor, but actually has quite a lot of impact. So I'm going to show you it by going into the leads module and opening up a lead. Now, when I open up a lead, you can see at the top here, I've got this button for Enriched. Now, this is a custom button. I've been able to add custom buttons for quite a long time. What's great about the custom buttons is they allow me to do automations or trigger custom actions based on what I want in the CRM. So in this case, I have an Enrich button, and that's actually triggering a Zoho agent that goes out, searches the web for information about this particular lead, and updates the lead record.

04:02So that's triggered by that custom button. Now, the limitation of custom buttons have always been that you can only have them on what Zoho calls the detail page, i.e. what we're looking at now, and they only ever sit here, and you can only have one. So if you've got a couple of different custom buttons, which some of our clients now have got a few where they've got all sorts of different custom actions, you have to pick that dropdown. The other problem is sometimes those custom buttons are related to things like, say, emails, but there was no way to see that in emails.

04:33You still have to scroll all the way to the top. There was not much flexibility in what you could do with those custom buttons. What Zoho has now done, if I go into the module editor, so I'm going to go into settings, customizations and modules is I can now go into one of my modules and I can now edit what buttons are shown. If I scroll down, I can now show, sorry, if I start at the top, I can now show buttons on the create and edit pages. So this is now if I go back into leads and hit create, I can actually show custom buttons when I'm creating the lead.

05:07Where this is really helpful actually and we've already implemented this for one client is it means as they're creating the lead, they can actually use the button to enrich that lead and pull through additional data. So we've got one client that uses Apollo quite heavily, which is a data enrichment tool, i.e. it gives you lists of leads. And if you give it a lead, it will give you back a load of information it has about that contact. Now, as they're creating the lead, they can actually click that button and it will go and get as much information as it can from Apollo.

05:35The other thing we've done with another client is we've added a form where when they're filling in and creating a lead, they can click the button and it automatically checks to see whether that lead exists in their practice management system. They're a hearing care specialist, so quite a custom system. They have a practice management system where they manage their actual patients when they come in and have appointments. So they now have a button. So when they're adding a lead, they click that button and it can tell them whether or not they're already in their patient database or not.

06:04So it allows us to do quite custom things but build it around your business. so that's step one is we can now put buttons in whilst you're creating leads step two and this is probably the bit i'm more excited about to be honest is i can now add custom buttons to what zoho calls related lists and the related lists for sort of in simple terms are these bits that show up on the side so your notes your cadences your attachments etc so if i go back to my editor if i drag the button out you can see if i can add it on and you can't yet add it to all unfortunately I'm hoping soon you can but if I go to products I can now add a button and I can say I don't know suggest products for customer I can then choose what that button does and there's a load of different things it can do it can run an automation it can open a widget it can open another tab or it can execute some automations as well in my case I'm just going to have it open a tab just for simplicity's sake so I'm just going to have it Let's have it open our Zoho News tab.

07:08So I'm going to pop that in there. I'm going to say I want to open a new tab. And I can choose who can see that button, so whether it's just Zoho users or whether it is portal users as well. I'm going to say everybody and hit save. I now go back into here and refresh. What we'll see when I go down to my products is I should now have, hopefully, give it a moment, hopefully it'll show up, we'll then have a button to be able to click straight through and open that URL. Now, I think this is going to be a really useful feature going forward. So I've got one client, in fact, I can see this client's on the call. So they're a good example to use. So one client, for example, they do travel. They do travel for schools. So one of the things we're going to have with them potentially is multiple quotes all against one deal. Now, sometimes what they need to be able to do is effectively be able to merge those multiple quotes together. So previously, what you'd have to do is then click into one quote, and you could have a custom button in the quote that says merge, you'd then have to select the next quote, and it's a bit clunky. Now they can just go down and hit the button to merge those quotes. I'm not sure quite why it's not showing us here, but we'll carry on. But it gives us a lot more functionality in terms of what we can do with automations within the CRM. The next thing I want to look at today, and this is the bit that's in preview, is new layout rules within CRM. Now, the first place I'm going to start here is explaining what layout rules are, just thinking you don't know. So let's say I've got my lead here. And if I'm going to edit my lead, you can see I've got lots of different options and fields and things like that. You can see what loads of different bits of data I can fill in. But let's say I don't want to fill in any of this additional information unless the lead becomes a qualified lead. What I can do is if I go into my settings again, so I'm going to go back to my other tab, I'm going to go back to leads and layout rules, and as I'm going to create a layout rule. So I'm going to call this qualified lead.

09:15And then it's going to ask me to choose what field to create that layout rule from. So in this case, I want my fields to hide and show based on what the status is. So when I create the rule, I'm going to choose my lead status. I'm going to click Next. And I'm then going to say I want if the lead status is Qualified Lead, I then want it to show all of these different sections. So I'm going to put all of that in here. Let's just make sure I'm not showing the lead information. That's fine. Hit Save. Now, when I go back to my lead, because I've created that layout rule and I refresh, what you're going to see is that lead now doesn't have all of those different sections on it.

09:58If I go into edit, in fact, you'll see all it's got now is the lead information and the training table because I haven't hidden that. As soon as I go to qualified lead, all of these other fields are going to show. So straight away, there's a really powerful way of being able to sort of clean up your Zoho system. And it's a technique in software development called progressive as somebody moves through the process, you show them more information based on what they need to see. I can also take this further. I can say if it's a qualified lead, I also want to set a mandatory field. So let's say I want to make it so when the lead is qualified, you need to fill in the company, the street, the city, and the country. Hit save. Now, if I go back and I've set that as a cold prospect again. If I now refresh and I go in and I change my lead, so even without going into the edit mode here, I can just click on the field and I can change it to qualified lead.

10:53What you'll see is it's now going to pop up. And in this case, I didn't have country filled in, so it's going to force me to fill in that field. And then when I hit save, it will then save, and then I can see all those other fields. So the layout rules not only allow me to hide and show fields dynamically. They allow me to require fields to be filled in dynamically. In the case of the additional fields I selected in here, so I also selected company, street, and city, they were already filled in, which is why it didn't pop up. If they would have been empty, it would have popped up as I moved through that process. So that's what's already existed in CRM, those concept of layout rules. What Zoho's doing, and what they have done already in most parts of the world, is they're massively expanding out what you can do with those layouts. And they're adding a load of new options. So I'm going to run through these very quickly. And again, unfortunately, I can't show you these in action just yet. They're just not available yet in the UK, but they will be, I think, as I'll have said, by mid-August. So realistically, in the next week or two, you should be able to see these. But the new options include, you know, to show pick list values.

11:58Now, what this means is if I go into edit, if I go in and set this as, say, in fact, let me go down, let's do it as qualified lead. Let me go down to maybe lead source. So quite often when I work with clients, they might have, say, a lead source field, and then they might also have a website field. What website did they come from or what web page did they come from? Now, what I can do here is if I select, say, Partner, it could then filter that second dropdown to then only show me fields related to Partner. So it allows me to dynamically change the options available within a pick list, within a dropdown.

12:43I can also set fields as read-only. I think that's going to be particularly helpful for when you get to, say, closed one on a deal, so you can actually set fields so they can no longer be edited. You can set field values, which means when you change or complete a certain criteria, an actual field value can be set automatically. Where I see this being useful is sometimes within a lead process, you might say, okay, for a lead to become qualified, we must have confirmed their budget, confirmed their need, and confirmed their timeframe. So what we could actually do is have it when you fill in those three fields and when those three fields are filled, actually it can then automatically set the value of lead status to qualified.

13:24So it's kind of doing stuff that previously you might have done via a custom automation or via a client script if you're sort of a Zoho developer, but instead we're able to do it within the layout rules themselves. You can also recommend the field value. That's a completely new concept to Zoho. So again, when you fill in a certain set of fields, you can have it pop up and actually recommend this field should have this value in. I see that being really important for deals when you're setting an estimated deal value or an estimated closing date. So for example, one of the clients we're working with at the moment, we know generally based on what product category that person's buying, roughly what the sales cycle is.

14:03So we could actually have it be that when they select that product category when they're creating a deal, it then recommends the closing date based on that product category plus however many months it takes to close that. We can also show messages, related lists, buttons and links. So this relates to all of the things around the CRM. We've already spoken about buttons a little bit, but your buttons are what sit up here. Links are what sit by here. Messages can show up at the top of the screen. So again, it's allowing us to customize quite extensively what somebody sees.

14:36And again, where I see this being useful is when you're going through lead or deals processes, hiding things that aren't relevant. Sometimes what I see with clients is you'll end up with lots of different related lists shown, for example. So if I look at my lead here, there's loads of different related lists here. Now this is a test system, it's going to be a bit messy. But actually a load of these might not be relevant to say a prospect, but they might be relevant to a qualified lead. So now with these layout rules, I can hide all the things that are no longer relevant at that lead stage. It's just going to make the whole interface feel a lot cleaner, a lot less busy without actually removing the functionality, which I think is going to be a little bit of a bonus here. The final one you've got in here is verify field, and this is the one I'm probably the most excited about here. So what that allows you to do is actually specify a criteria to check a field is correct, i.e. you filled in the product category is this, the due date is this, and then you've entered, say, an amount. But actually, when you verify the fields, the minimum spend for that product category is higher than what you've put into that amount. So it can actually then give you a message to tell you that you need to change that because that field hasn't been verified, the data hasn't been entered in correctly. So again, it gives us a new way to be able to manage that data through the CRM. So I think it's going to be quite beneficial, a lot of these updates coming in over the next couple of weeks. Question for the people in the webinar, what do people prefer? Because I've gone back and forth on this. Within the webinar, I used to only ever show things that were live but sometimes what would happen then is something that was already announced would go live like a day or two later and then I wouldn't talk about it until the next month by which case it's a month old um or now I'm showing some things that are in preview but it means I can't actually show her how to set them up in the system what would people prefer would you prefer that I show things only that are live and that you can actually use or would you prefer this kind of being able to see previews of what's coming to Zoho maybe as I'm moving on to the next thing. If people have thoughts, please share them. Let's have a look. Absolutely prefer insights of things that's coming. Good to know. Good to know. So yeah, as I said, I'm quite open to feedback on this one because there's two different ways we can do this. Just a quick pause here. If any of you are brand new to Limitless and you'd be interested in having a conversation with me about how we might be able to help your business, if you scan the QR code now, it'll take you to a meeting link. You can book 30 minutes with me and we can spend some time talking about your Zoho system specifically. At the end of the webinar today, you'll also be directed to a page where you'll be able to book a meeting as well if you want to. Next up on our list today is Zoho bookings. So Zoho bookings, if you don't know, is Zoho's version of Calendly. So the idea is you You can send somebody a link to your calendar, and they're able to book a time when you're available.

17:40If I show you how this looks, bear with me a moment. Let me bring up an example. So if I pop this in here, this is my booking link. So when somebody's trying to book a call with me, or in fact, that QR code I just showed in the screen, that takes you to this page here. And what this is doing is it's looking at my calendar to only give people meeting slots where I'm actually available. So you can see the next two days we're doing a big system migration. So my calendar is blocked out. You can see Friday is the next time I'm available. And people are able to click in, fill in their details and schedule a meeting.

18:19What's great is that then goes on to my calendar automatically. The end customer gets a calendar invite exactly like it was a normal Outlook meeting or something like that. It generates the Teams link or the Zoom link, whatever you're using, and it adds it to our CRM. So it's a really nice tool to have, particularly if you're doing a lot of back and forth with customers trying to schedule meetings and things like that. It's one of my favorite little tools within Zoho and within Zoho One. Now, one of the downsides of Zoho Bookings has been, and sometimes I get caught out by this myself, is we have on our website a contactless page with Zoho Bookings.

18:56So anybody can go onto our website and book a meeting with me. The problem is sometimes people book a meeting and they're maybe not actually the right fit for our business because of the nature of the work we do. If somebody's only got one Zoho user, unfortunately, we're probably not the best fit for them. But there's no way of me filtering those people out at this stage. So then I end up with a meeting on my calendar where in the nicest possible way, I've got to tell the person, I'm really sorry, but we're probably not the best consultant for you.

19:22Here's what I'd recommend doing. And obviously, it's very valuable spending time with those people, but I don't want to waste their time. I don't want to waste my time having conversations I know is not going to go anywhere. So what you can now do in Zoho bookings is you can now go in, and if I go into settings, into admin, you can now set up routing forms. Now, what the routing form allows you to do is set a free booking questionnaire almost, where you can ask the person some questions, And based on the answers, you can direct them to either different Zoho booking links or to a different website or a different URL entirely.

20:00Now, where I'm starting to look at using this is for myself, I might have a routing form where one of the questions I ask is, how many Zoho users do you have? If somebody says they only have one Zoho user, I could then either direct them to just our webinar page and let them know, hey, we probably can't help, but here's our webinars. or I could direct them to maybe just a 10-minute meeting. So I'm only committing to a short chat to help that person out and then move on. Whereas if somebody goes on there and says, has, I don't know, 60 Zoho users, that's much more in the sweet spot of where we work, we can then direct them to, say, an hours-long meeting where we can properly get into the detail of what they're looking to achieve.

20:41So it means I'm able to kind of protect my calendar a little bit more. I'd argue offer a better service to the person booking the meeting because they're getting a meeting length that's relevant to how we could potentially work together. And it's all built into Zoho bookings. So the way you do this is if I create the routing form, I'm going to give it a name. So I'm going to just call it demo here. Hit create. You can then give it, basically build the form itself so you can build your fields here. So I'm going to add in a dropdown and I'm just going to ask a number of Zoho users.

21:14Obviously this for your own businesses, It might be how many people are going on a trip, what size of organization are you, what's your annual turnover, what's your headcount, whatever it might be, whatever that metric is for you, you can ask these different questions. I can add my options. I'm going to say one, two to five, six to ten, etc. You kind of get the gist of what I'm doing here. I can hit add. I can add as many fields as I want here. I can be pretty flexible with what I do. And then once it's loaded up, and hopefully just a moment, a cursor demo in live.

22:03Let's give it a refresh. And we'll just switch into my pre-planned one. So you can see here I've already done a similar thing. So I've set up my email. I've set up number of Zoho users. In this case, I think I set number of Zoho users as just a number field rather than a dropdown, but a similar sort of thing. What I then do is I can go into my logic, and I can then set my logic. So what I've done is that if the number of Zoho users is less than or equal to five, I'm directing them to a 15-minute meeting. If it's greater than five, I'm directing them to a 60-minute meeting.

22:36And again, I can have as many different criteria in there as I want, and I can have lots of different meeting lengths. I can also, if I go into AddLogic, so I could say how number of Zoho users is greater than, I don't know, say 50. I can also direct to an external URL, and I can give a custom message as well. So if I just want to have a message saying, sorry, we don't have availability, or whatever it might be, I can also do that at this stage as well. Now, what that gives you is you can then take your link, and you can either give the link to somebody and just share it, And people can get that link, fill out the form, and then they're directed to book their meeting.

23:15Or you can embed that within your website. And they have an inline embed, an embedded as button, or an embedded as link option here as well. And what that means is when you click on it, it gives you the code to paste into WordPress or Squarespace or Wix or whatever website tool you're using. So you can then use that within your website. And if I show you here, if I go in, I can fill in my email. I can fill in my number of users. So if I say it's one, if I hit submit, that's going to take me to a 15-minute meeting. Now, ignore the styling here. It's a little bit clunky because I've kind of got two different styles.

23:50That's more down to the fact this is just in our test system. If you would put this on your website, you're able to style it to match your website, make it look a little bit more integrated than what I've done here. But I think this is going to be a nice little tool for those that use Zoho bookings to be able to get more use from their calendar and more use from Zoho bookings. The other thing I'd like to bring up on Zoho Bookings is they've added a lot more functionality recently in terms of managing. So if I go into Zoho Bookings and go into my consultations, you'll see my different meetings I've got available.

24:22I can now go into set availability and limits, and I can set lots of new limits in here. So I can say how many slots of this particular meeting I'm willing to have per day. So for example, if it might be that if you're doing sort of a, I don't know, an in-depth sales call, an in-depth process review or something like that, it might be that you only really have the headspace to do one a day. I can set the limit to only one a day now or only two a day. And that means even if you've got free time on your calendar, you can only have a maximum of that particular booking on there.

24:55I can also limit per customer. And this is quite handy if you've got any support customers that sort of somewhat bombard you with booking meetings. Thankfully, actually, we don't really have this. But what you can do as well is actually say, okay, per customer, you can only have one active meeting. So if you booked a meeting, you've got to have that one. You can't be booking a meeting every week, for example. Or I can say you can only have one per day or two per day, or again, however I want that to work. So it gives you just, again, a little bit more flexibility in who's able to book meetings with you via Zoho bookings.

25:27If you've not used it before, it's definitely a tool worth looking at because it's a really powerful calendar booking tool. It's included in Zoho One. So if you're paying for Zoho One, this is absolutely free effectively because it's already in your subscription. Next up today is looking at Zoho People. Now, Zoho People isn't an app I spend, I tend to focus on as much. I actually, within our company, I actually am not the one that specializes in Zoho People. We have another member of our team that is HR, CIPD certified and is a HR specialist that does this kind of thing.

26:00But I thought I'd step out of my comfort zone a little bit It added a new OKRs functionality within Zoho People, but I think it's a really good upgrade I wanted to share with people. So in case you don't know, Zoho People is Zoho's HR platform. Within that, it does holiday management, sickness management, appraisal processes. It can do goal setting. It can do attendance tracking. All that kind of stuff you'd expect from a HR platform. Again, this is included in Zoho One. So if you're already using Zoho One, again, this is kind of a freebie to having the platform.

26:40Now, what's new that I want to talk about today is the OKR functionality. Now, if you're not familiar with the term OKR, it's something that's popularized by Google. And there's a book called Measure What Matters that really pushes OKRs. And they stand for objective and key result. And effectively, what it is, it's around setting business and personal objectives and goals and then putting in metrics that you're going to track to actually say whether or not you've achieved that end goal. Similar in a way to KPI setting, whereas KPI setting, I guess, doesn't really have the big picture aspect that the OKR does.

27:15The idea of the OKR and the objective is to kind of have that bigger picture vision, I guess. And then the key results would kind of be more like your KPIs. But we'll go through how you set that up in Zoho People. So within Zoho People, in the top right-hand corner, you have your settings screen. And in here is where you control what's enabled within Zoho People. Now, there's a lot in this settings screen because Zoho People does an awful lot. HR is a massive subject, and it requires a lot of functionality. Now, hopefully, if it loads up, I can show you the settings.

27:49Now, when I first logged into Zoho People, I couldn't see the OKRs. And the reason I couldn't do it is because it's a new feature since I started using the platform. It was actually hidden. So I had to click this little settings button and turn on OKRs in here. So you can see there's a little button here to turn it on and off. This is also where you turn off other settings as well. So if you're using Zoho People and, for example, you don't use the learning tool, you can actually turn it off entirely from here. So it's worthwhile knowing that that's there.

28:19Once you've done that, you will then see in your settings screen a new OKRs setting. and within here, oh, gives I hope people a moment to catch up. Let's just close that and reopen it. Hopefully it will play ball again. There we go. Okay, so within our settings screen, we can now see I've got my OKR settings. And within here, I can choose my OKR cycle. so OKRs are generally set quarterly in fact that's kind of the idea behind them you have your quarterly objective and what you're going to measure so you can choose what the start of your first cycle is going to be so for example if I was implementing it to start in September I could choose September and you'll see the first quarter for our OKR cycle in September to November then December to February so on and so forth we can then set our OKR statuses I can also set location based OKRs as well got multiple regions or multiple offices and you want to have different OKRs for different places, you can do that as well. It's probably a bit more specific than I'll get to in this training today.

29:32Once you've set your settings, you can then choose who's allowed to create objectives. So whether it's just a reporting manager, whether it's an individual, whether it's a department head, etc. So you can go through and tick through who has access to create those different things. And then you've also got settings then for your key results. So allow employees to assign their own key results, so whether they can assign key results to just their reportees or to anybody. So relatively basic settings right now, but we can get into actually using it now.

30:01So now I've done the settings, if I go into my main Zoho people space, I can now go into performance. Oh, sorry, not performance. I can now go into more, and then I can go into OKRs. You can actually drag and drop these and change the order of them as well. Performance is the older version of performance tracking. So before they added OKRs, that's why it was a habit for me to open it, to be honest. You can now add those OKRs. Once you're in the OKR settings, you can then set your organization and your department level OKRs. So I'm going to go in and create an organizational OKR.

30:38So I'm going to add objective. And I say the objective is we're going to, I don't know, Double our client base. And we're going to say we want to do that in our next OKR quarter. So I'm going to say that's going to be our Q3 and what I've got set up here. I can choose my visibility. So whether it's only me, my organization. If you have team set up, you can choose teams as well. I just don't have any team set up in our organization here. Hit submit. So that's going to create our objective. I can then go in and start adding my key results. I guess my KPIs to hitting that objective.

31:16So the first thing I'm probably going to want to do is book at least five meetings with new clients for a week or new prospects. Cool. So that is my first goal here or my first key result. And I can do that as a percentage or I can track it as a metric. I'm going to say as a percentage and I can choose the period. So the way that works is within my OKR, so within my quarter, I can set a timeframe for the different objectives, the different key results. Because I might say to achieve doubling our client base in the first month, I need to book double the amount of meetings. In my second month, I need to work on conversion rate, etc.

32:04So I can go in and set the duration of that. So I'm just going to say August to September. I can choose who the owner is. I can add a description. And then, and they're quite like this bit, you can then choose to check in intervals. So how often is the person that's assigned this key result going to have to check in and update their own progress against that key result? So you can choose whether it's weekly or monthly. And then when you choose weekly, you get the option of every day or all days or what day of the week. If you choose monthly, you can choose whether it's the first, second, last day of the month, et cetera.

32:37So internally, we're going to be starting to use this on a weekly basis and actually do it as part of our weekly check-ins of where people are against their own objectives and where they are then for their key results. So if I say we're going to do this every Monday, hit submit. That will then create our key results. Normally a little bit speedier than this, I have to say, but again, the curse of live demo when there's always going to be a slow internet issue or something like that. So we'll give that a moment to come through. Hopefully. Let's give it a refresh.

33:16I think Zoho people might be having a slow moment here. No, okay. We'll ignore that. We'll go to my example one that I did earlier. So you can see I've got my Become the Number One UK Zoho Partner. And you can see I've got Grow Client Base by 10. So I can now, on a weekly basis, go in and check in on that result. And I can input where we're at. So I might say, okay, well, last week we were at one. I've actually, this week I've added two new clients. So I'm going to go up to three. I'm going to choose my check-in date. So I'm actually checking in for next Monday because I'm working ahead a little bit here.

33:47I can add a comment if I want. And I can hit submit. It's going to just ask me to confirm because I'm checking in for a future date. Yes. And you can see now I'm now 30% against that key result. And that means my objective is now hit 30% as well. So the objective is kind of a sum of all the key results. And that's how you measure whether or not you're going to hit that objective. So this gives you a good way of tracking those goals. Now, the way this will work for your individual employees is on their dashboard, they will see any of their own OKRs in here along with progress.

34:23And then they can go to the My OKRs tab and they'll be able to see what OKRs and what key results are assigned to them. And this is where they'll be able to do their check-in. They'll get automatic reminders every time a check-in is due to go in and update their information, their goals, so that you've got constant process, constant updates. You as a manager can then go in and look at your organization or if you're within a team, your department goals to see where you're at against what you are, what you're targeting. You'll also see it tells us whether we're on track or not.

34:57And what it's doing there is it's looking at the time frame versus the percentage to give us that information. Of course, I can edit those OKRs as well if I want to. Now, where I think the next step here, and this is where Zaha, I think, needs to do a little bit more work to improve, is probably a little bit more in terms of big organization level reporting. So you can click on a key result to get reporting on that key result. You can see the checking history. You can see the growth versus the plan. That's all working good. What they haven't got so much right now is being able to see that kind of chart across the whole organization.

35:35So I think there's probably a little bit of room for improvement there, but already they're making big progress to be able to see what's going on here. I think this is a big improvement to the way they do the goal tracking. I think the goal tracking that was built in and still is built in, to be fair, is quite simplistic, whereas actually the OKRs, I think even if you're not familiar with the concept, gives you a really clear way to understand what the point of these KPIs that you're assigning people are and then being able to set them on that time period.

36:03Hopefully that all makes sense. I know it's quite a deep subject to get into, into OKRs and HR and all of that within this webinar. That then brings us, I think, to the end of the big topics today. As I say, it's been a bit of a quieter month. We're getting into the summer period now. Zoho tends to be a little bit quieter over the summer and it tends to get a bit busier into the fall. Does anyone have any questions they'd like to ask? Anything they'd like me to run through that I've not covered today that they're thinking of? Give people a moment.

36:39No problem. If not, absolutely not. We will get this recording uploaded, add it to the website so people are able to watch it back in the future. And we'll be sharing dates for our next round of webinars shortly. We're actually going to do a couple more generic webinars looking at AI uses in Zoho because Zoho's done a lot in the world of AI recently. So we want to do a webinar focused on that and also a webinar focused on using Blueprints to actually set processes through Zoho. Oh, thank you. I'm glad it's been a useful webinar. I'm glad it's been helpful.

37:12Perfect. Well, if that is all of the questions, I will leave everybody to it today. I will get this uploaded to the website if anybody wants to look it back. And I hope you all enjoy the rest of your afternoon. Speak soon, everybody. Bye.