You can add Product details to a quote, invoice and order by adding line items to the records in these modules respectively. The products that are listed in the Products module will be displayed from where you can select the right product. You can ...
To add or modify pick list values, do the following: 1. Log in to Zoho CRM with Administrator privileges. 2. Click Setup > Customization > Modules and Fields. 3. Click the module you want. 4. Under Layouts, click the required layout. 5. Go to the ...
Email communication has changed the way we do business today and having the Zoho Mail Add-on within your Zoho CRM system empowers you to have this important communication channel level the playing field between you and the big businesses. With the ...
The Zoho Mail Add-on helps you to manage all the customer correspondence within your Zoho CRM account. It helps you to keep track of all the email communication between the customers and the CRM users. In addition to this, as an administrator, you ...
As emails are the primary mode of communication and most businesses use different mailing platforms, it is crucial to maintain and track every interaction in a common database. As it helps people in the customer facing roles to deliver most relevant ...