How Can I Add A Column (Such as expanded Description) to My Proposal?
To add a column to an individual proposal, right click anywhere on the Headings Bar in the proposal. From the drop down menu, select Configure Fields, and a list of available Fields will show. Just grab the required column and drag it to the ...
What is ZOHO Desk?
I do not know
How to mirror lead module fields in contacts and accounts?
Layout-based conversion mapping To ensure this, you can follow the instructions below. Click Settings > Setup > Customization > Modules. From the List of modules, select the Leads module. Click the Module Settings icon > Lead Conversion Mapping. In ...
Routing-mapping accounts in ZOHO
ZOHO CRM allows routing mapping through a third-party application called Map My Customers. Map My Customers provides powerful mapping and data visualization software that syncs with your contacts, accounts, deals and activities in Zoho. With Map My ...
Share Calenders in ZOHO CRM
Steps to make a calendar public: Login to Zoho Calendar. Right click on the calendar from the left pane of the calendar and click Edit (or) Go to Settings > Calendar > Calendars > My Calendars and click on the calendar you want to share publicly. ...