How to create and map fields automatically in Zoho CRM
How to quickly add fields to Leads that also appear in related modules and are auto mapped
Adding custom fields to Leads in Zoho CRM can be a little time consuming if you then have to create corresponding fields on either the Account Contact and/or Deal record and then manually map them. This video shows you how to create new custom fields on the Lead record and auto create and map corresponding fields on the related records in one step.
Collecting data in an online form is a great way to gather customer data. The number of questions you have can help you gather more information to qualify your customer further and help you provide a better service. Sometimes you can ask too many ...
You can add the Zoho email extension to your email client for faster data entry in to CRM and to work your contacts and update information without leaving your email inbox. Gmail To get the email extension for Gmail, simply to the Chrome web store ...
To sign up for Zoho CRM only with us as your partner you will need to select the link below: https://store.zoho.com.au/ResellerCustomerSignUp.do?id=5807da56ddc7ad7311a391118daae390 Once you have clicked the link you will be asked to set up a few ...
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Customer Relationship Management/Marketing Implementation & Operations We are certified on Salesforce, Keap/Infusionsoft, Zoho One Microsoft Dynamics Kartra Active Campaign We are experts in CRM and can work in any platform you have. We help with ...
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