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Adding, Importing, Modifying, and Re-inviting Users
In Zoho CRM, a user is one who manages records, whether their own or those shared by other users, within the organization. In addition to accessing the CRM data, some of the users can perform administrative functions for the smooth running of the CRM ...
Adding an Approval Process
Each approval process is associated to a rule that defines the process. You need to specify the rule criteria, the approval authority and also actions that need to be carried out on approval or rejection. Create approval processes for purchase ...
How do I search for products while adding line items?
To create an order, invoice or quote for a product, you add them to the Line items. While adding a product you can easily find the desired product from the huge list by entering at least 1 character of the Product Name or Product Code in Choose ...
Adding SPF and DKIM Records to DNS Settings
Email authentication allows organizations to retain the trustworthiness of the email's origin, when they send emails from Zoho CRM using their domain. In order to authenticate the emails, they need to validate the following authentication standards: ...
Adding Links
Links help you access third party applications and urls to acquire the desired information. This is an advanced feature that gives you the advantage of integrating content from other sites also in addition to your CRM account, in just a single click. ...