The Enterprise version of Zoho CRM has 'Page Layouts', which allow you to build different 'pages' for your separate departments or even business units/businesses, which include different fields, layouts and even workflow. If you are not using the ...
You can edit the Zoho CRM-Reports Synchronization setting either from Zoho CRM or from Zoho Reports. From Zoho CRM: Login to your Zoho CRM account. Click Setup > Apps and Add ons > Zoho Apps. Select Advanced CRM Analytics. The Advanced CRM Analytics ...
Please go to the Modules and Fields under Setup, choose the particular module you want to check the fields remaining. On the left side, under the fields types, you can see the remaining custom fields.
You can integrate more than one CRM account in Zoho Campaigns and sync the Leads / Contacts to Zoho Campaigns. In Zoho Campaigns, go to Settings >> Integrations >> Zoho CRM >> Add another account.
There are multiple stages in deleting a Zoho CRM account. To delete individual users with the CRM account, you can follow these steps to delete them from Zoho CRM: 1. Click Settings > Setup > Users and Control > Users. 2. Click the user you want to ...