Related Articles
Can I send mass emails from custom modules?
Yes, you can send mass emails from custom modules in the same way as from standard modules like Leads, Contacts, and Deals. To send mass emails from a custom module Go to the module which contains records you want to send mass emails to. Navigate ...
Can I delete a module in Zoho CRM?
No, you cannot delete a module (tab) in Zoho CRM. You can only hide the module in your account or customize them as per your requirements. To hide the unwanted modules, please follow these steps: Log in to Zoho CRM with administrative privileges. Go ...
Customizing Modules
Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks ...
Standard Modules & Fields
The standard modules in Zoho CRM: Leads Accounts Contacts Deals Campaigns Forecasts Cases Solutions Products Price Books Quotes Reports Invoices Vendors Purchase Order Sales Orders Tasks Dashboards Documents Calls Meetings The following tables give ...
How to customize the Terms & Conditions for Invoices, Quotes or Orders?
Terms & Conditions is a system defined field under the special fields category that is exclusively provided for the Inventory modules. It allows you to include the rules and guidelines followed by your organization in the Invoices, Quotes, Sales ...