Creating a New Chart in Zoho CRM for Tracking LeadsLearn how to create an essential chart on your Home Page Dashboard for ‘Leads in Progress’ – be on top of…
Working in the Leads module to find leads that have a phone number and an email address. On the left of the screen, find FILTER LEADS BY. Tick the check…
In a module such as Deals/Opportunities there is related fields at the top of a record. These can be adjusted to view different fields as required. Open any record in…