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Create a Macro
You can create macros for individual modules and manage them. The macros that you create can be shared with other users in your organization's CRM account. To create a macro Click the [Module] tab for which you want to create a macro. In the Module's ...
How to change the range you run the Business Overview dashboard?
Click Reports. In the Overview section, click the Drop-Down Menu at the top left. Choose the pre-defined option you want to run the reports for: Today, Yesterday, This Week, Last Week, This Month, Last Month. Click whichever time frame you want to ...
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 ...