You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...
In every business it is very important to keep track of the updates so that you don't miss out any vital information. Say for example, in sales it's crucial to track the "deal stage" or "lead status" to get an idea of the entire progress or traversal ...
The Audit log doesn't capture the login history of users in Zoho CRM. It only captures the sequence of actions performed by each user in the chronological order. To view the login history of users you can go to Setup > Zoho Directory > Login History.
Only a Google AdWords account with administrator access can be integrated with Zoho CRM. Other accounts with more limited privileges will not be authenticated for integration. There are four types of Account Access levels. They are Email-only, ...