Templates help in saving time and in retaining the key elements of the projects of the same kind. You can perfectly replicate the structure of a completed project.
Milestones, Tasklist, and Tasks
In this video, you will learn how to create Milestone, Tasklist and Tasks. Know also how to make your task recurring, using Zoho Projects.
Working with Tasks & Events
Working with Tasks & Events How Can I... Create Tasks Create Events Create Recurring Activities Set Reminders Add Invitees Activities play an important role in daily business operations. Activities can be either time bound calendar events, such ...
Activities and Home tab personalization
Activities and Home tab personalization Activities come very handy during your sales follow-up process. An activity in Zoho CRM is any event, task, or call. Watch this lecture to learn: How to use the Activities section. How to create different views ...
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 ...