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In Settings, select the Automation tab and click on the Intelligent Trigger section. Now, click on the Add button to set an intelligent trigger rule. Now, select the option where you like to set the trigger in your website. Lands on my website: ...
Delete Users
When a member of your organization quits or is replaced you may have to delete the member from you CRM account. Note that deleting a user from CRM is not the same as closing their account. They are deleted only from CRM. When you delete a user You ...
Delete Records in iPhone
Occasionally, you may need to remove some of the unnecessary records from Zoho CRM, for a better organization of data. You can do so by deleting the records for Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products, Tasks, Events or Calls ...
Delete Records in Ipad
Occasionally, you may need to remove some of the unnecessary records from Zoho CRM, for a better organization of data. You can do so by deleting the records for Leads, Accounts, Contacts, Potentials, Cases, Tasks, Events or Calls module from your ...