Record Management
Printing Mailing Labels
Mailing labels are commonly used on letters and packages to identify the addressee and the sender information. These labels are used for various business purposes, such as sending monthly billing statement to your customers, sending Greeting Cards ...
Approving Records
The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to ...
Associating Other Records
Attach Documents To attach documents This feature allows you to attach documents, spreadsheets and presentations to leads. You can attach them in the following ways: Attach from Desktop Attach from Zoho Docs Attach from Google Docs Associate Leads To ...
Common Operations with records
Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...
Navigating Records
Navigate primarily means the process of moving back and forth within the records. Navigation in Zoho CRM allows easy movement between records; provides options to choose the number of records to be displayed in one page; and saves time in accessing ...
Search Records
The search option helps locating specific information or specific records without having to go through the entire list of records, thus saving time in finding records. The different search options available in Zoho CRM are: Search by Alphabets Search ...
Tagging Records in CRM
Tags in Zoho CRM are usually easy to create. Tags are not just a simple category, they can be more powerful, since you can add multiple tags to a single record. You can also create tags in multiple locations in your CRM account, if required. You can ...
Working with Tags
Tags are created to provide multiple access points for the data in your CRM account. Once you have created tags, you can perform various actions such as, Filter records based on tags Carryover tags on record conversion Create reports based on tags ...
Tagging records - An Overview
Tags are unique identifiers that can be associated to your CRM records to search, sort, categorize, filter, and segment records in a more efficient way. It is usually like adding keywords or any additional information to any record in CRM. For ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...