What happens if I delete the web tab?
The web tabs that you create will not be linked to the other modules in Zoho CRM. So, if you delete a web tab, data in the other modules will not be affected.
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Tab Settings
Tabs represent the different modules that are offered in the Zoho CRM. There are 18 modules, each representing a set of functions. You can customize the Zoho CRM user interface according to your organization-wide business (sales, marketing, support, ...
Managing Web Tabs
Web tabs help you to open web pages like company-wide announcements, web applications, etc. inside Zoho CRM. All the Zoho CRM users across the organization can view these web tabs. You can also create your own applications using Zoho Creator and ...
Can I change the Zoho Creator application that I access through the web tab?
Yes, as an administrator, you can always edit the web tab details and change the link to give access to different Zoho Creator applications.
Setting up Web Forms
Creating a web form involves three steps: Building the form - Drag and drop fields to build a form and format it easily with the WYSIWYG editor. Specifying the form details - Add details such as form name, landing page URL (where the visitor ...
Can I delete a sales pipeline?
Yes, you can delete a pipeline. Deals that are closed will be kept in the deleted pipeline and will not be transferred to a different pipeline.