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Zoho CRM Adding Layouts Rules
Layout Rules in Zoho CRM offer an interface for you to seamlessly manage dependency between fields in a layout. Your sales data are often inter-dependant. Consider the following examples. In a real estate company, the particulars required from a ...
Zoho CRM Managing Multiple CRM Organizations
Access multiple CRM accounts using one sign-in Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations that maintain different CRM accounts to manage their ...
Zoho CRM Customizing Modules
Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks ...
Zoho CRM Field Level Customization
Field-level customization enables organizing the field requirements of any organization. By default, Zoho CRM provides some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules and are ...
Customize Zoho CRM for B2C
In Zoho CRM, Business-to-Business (B2B) the business process data is populated. However, customers can customize the CRM business process for Business-to-Consumer (B2C) by using the Zoho CRM Customization tools. In a typical B2C business process, ...