I am not able to create a Group. Why?
There are two reasons why you may not be able to create a Group.- You are using the Free Edition of Zoho CRM. In this case, please upgrade to the Paid Edition to create and manage Groups.
- Your Administrator has not given you the profile permission to Manage Groups. In this case, please request your administrator to enable the Manage Groups permission for your profile.
- You have an individual user account. In this case, it is not possible to create groups.
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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 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 ...
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: ...
What type of different templates I can create using Inventory Templates?
Using the Inventory template feature you can create personalized templates for quotes, sales order, invoices, and purchase orders. Read more about creating the templates from the below resources: Create Inventory templates Delete Inventory templates ...
I am not able to create a new layout. Why?
These are the reasons why you may not be able to create a new layout: You are not in the Enterprise Edition of Zoho CRM. You do not have the Customize Zoho CRM permission.