Can I share contacts between CRM and Project?
Related Articles
Share files
Share files with your friends inside or outside the project portal. Only the Portal Owner and users having the Admin profile can share files in Zoho Projects. Navigate to the file that you wish to share. Right click on the file and select Share. You ...
Creating Contacts
In Zoho CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source : You can gather data through various ...
Creating Contacts
Methods In Zoho Recruit, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source: You can gather data through ...
Working with Contacts
Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Business-to-Consumer (B2C) scenarios, contact is the most important information for acquiring customers, whereas in ...
Adding CRM Leads and Contacts
When you encounter a potential Lead or Contact anywhere in Zoho Social (in your mentions, or live stream), you can add them as a CRM contact for potential sales prospects: You will be able to add them as a new Lead, or associate them with an ...