Dec 2, 2024

How to Create Custom Fields and Layouts in Zoho CRM

Zoho CRM is well known for its versatility in allowing businesses to fully customize their customer relationship management experience. Among its most powerful features are custom fields and custom layouts. They allow organizations to tailor the CRM to their specific needs and workflows. For instance, a real estate company can create custom fields to capture...

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Jun 28, 2024

Get Started with Reports in Zoho CRM

In the super-active world of customer relationship management (CRM), the possibility to transform raw data into actionable insights is vital. Zoho CRM is a versatile platform offering various reporting tools...

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Jun 7, 2024

How to Access Recent Items in Zoho CRM

Imagine effortlessly resuming your most recent tasks, activities, or interactions without skipping a beat. It is not just an ideal thought. With the capability to access Recent Items in Zoho...

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