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Working with Translations
Many companies nowadays have a global presence and to serve their customers better their employees are often stationed locally. With a CRM system they can effectively manage to store sales and customer information in a common database, however, the ...
Manage File Storage
File Storage It includes the space occupied by the images, attachments (records and email), email templates, and documents that are associated with a record. You can see the feature-wise storage break-up, for example mail-merge and documents. The ...
How do I subscribe for additional file storage?
Zoho CRM offers file storage as given in this link. For additional file storage, follow these steps: Click Subscription > Manage your plan. In the Manage Subscription page, under Add Subscriptions, choose the Extra Storage Space from the drop-down ...
How to change my language, time zone, and date & time formats?
You can change your language, time zone, date and time format and country from the Zoho CRM - Account Settings section. Based on the country locale that you select, the date format will be set automatically in your account. Follow these steps to ...
How do I export my leads from CRM to an XLS file?
You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...