Use Zoho Advanced Filters In Crm
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…
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Change The Business Card View In A Module
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…
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