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.
Check us back as regularly and like our Facebook page for updates!
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