Tips and Tricks
We'd like to share our Zoho Advanced Partner business solution tips & tricks to help you improve & automate your CRM and business processes
from lead generation through your business operation system
with online operation solution Zoho.
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Did you know you can . . .
Working in the Leads module to find leads that have a phone number and an email address.
On the left of the screen, find FILTER LEADS BY.
Tick the check box (or type & check) the phone field - select 'is not empty'
As above for the Email field
Click on 'Apply Filter' at the bottom of the screen. This will make another button called 'Save Filter' - click on this button.
Name your new filter eg 'Email & Phone completed' and Save Filter
This will be added to the SAVED FILTERS list to be used at any time.
You can only save up to 5 filters per module.
In a module such as Deals/Opportunities there is related fields at the top of a record. These can be adjusted to view different fields as required.
Open any record in the module changes are required
Click on the three dots ( . . . ) in the far right of the screen, just below your account icon (or photo if you have uploaded it)
4th item from the bottom is 'Customize Business Card'
You can have up to 5 fields in your business card, select and delete until you have the desired fields - Save
Note that when you hover over the contact/owner details you will see a pop up with further information
Insert a sub form into your lead module.
You can create up to 8 fields - a sub form allows you to add lines of data to a record.
Set up your sub form in the module you wish to have the data converted to
(Accounts, Contacts, Deals)
From the module layout section, hover over the ... and click on Conversion mapping.
Map the fields you wish to convert and save.
Select the lead, convert, select the modules you wish to have your lead converted to
