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Product Customization
Customize modules Create a new module or edit an existing module by adding custom fields, adding new sections, setting field permissions and editing field properties. Layout Name/rename Field section - drag and drop fields inside the layout Field ...
Copy Customization Zoho CRM
Process Copy Customization The Copy Customization feature helps experts from different verticals to custom-build Zoho CRM, as per industry specific requirements, and then deploy the customized CRM into other related CRM accounts. The Zoho CRM user ...
Customization - An Overview
Apart from a predefined set of modules, fields and email templates Zoho CRM comes with a facility for you to customize your CRM to suit your exact business needs. For example, you can: Modify some of the pre-existing fields. Add new modules and more.
Creating Campaigns
Creating Campaigns How Can I... Create Campaigns View Campaigns Associate Campaign with Other Records Add Leads/Contacts to the Campaign Add New Leads/Contacts to the Campaign Add Existing Leads/Contacts Import Leads/Contacts Mass Update ...
Logging Calls
Logging Calls How Can I... Log a Current Call Log a Completed Call Schedule a Call Associate Calls with CRM records The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed ...