What are the modules that can be automated from Zoho CRM?

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• 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 ...

• Interlinking modules

  Interlink different modules to establish relationship between databases Help guide Many-to-Many Module Association in Zoho CRM

• 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 ...

• 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 ...