How to create a lookup field?

How to create a lookup field?

You can create a lookup field by following these steps.
  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Setup > Customization > Modules and Fields.
  3. Select the module you want to create the lookup field for from the Modules list view.
  4. Drag and drop the Lookup field type from the New Fields tray into the required [Module] Section on the right. 
  5. In the Lookup Properties popup, enter a name for the lookup field in the FieldLabel text box. (Eg. Referred By. This field now will be available while creating a lead.) 
  6. Click Save Layout.
         The Referred By Lookup field will be found while creating leads.
         The Leads Referred Related List will be found in all records details pages of the Contacts module.

Note: Please note that lookup fields cannot be created for Tasks and Events.

    • Related Articles

    • How do I create multiple sales pipelines?

      Pipelines can only be created for the Deals module. To create a pipeline, follow the steps below: To create a sales pipeline Go to Setup > Customization > Pipelines. Click New Pipeline. Enter a name and select the Layout to associate the pipeline ...

    • Can I change the data type for the custom field that I already created?

      No, you cannot change the data type for the custom field that you have already created. For example, if you create a currency custom field, you cannot change it to a text field.

    • Can I use the Record ID while associating a lookup field with a module?

      Yes, you can use the Record ID while associating lookup field with modules (Ex: Associating a campaign with a lead or Account with a Contact).

    • How can I create and send invoices?

      An invoice is a bill issued by a vendor to a customer with the goods or services they ordered. It usually contains the purchase order reference number, date, billing address, shipping address, terms of payment, and line items (products or services) ...

    • How can I create inventory templates?

      Zoho CRM has a gallery of predefined inventory templates, you can choose any sample and use it for your business purpose. Alternatively, you can build a template of your own and customize it as needed.  Follow the steps below to create a template: ...