Related Articles
Creating Vendors
In Zoho CRM, you can create vendors by: Entering data in the vendor details form: You can manually fill in the Vendor details in the form. Importing vendors from external sources: You can gather data through various sources and import the CSV and XLS ...
Folders
You can group passwords of different types into groups by creating folders and subfolders for easy management. For example, you can create a password folder named Marketing and add all passwords managed by the marketing team (Facebook, Twitter, ...
Creating Invoices
In Zoho CRM, you can create invoices by entering data in the Invoice details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify fields, please ...
Creating documents
Collaborate with your team while creating documents, spreadsheets, and presentations using our editors powered by Zoho Docs. Go to the files app in the network or a specific group. For network level files, simply click Files in the left menu. For ...
Creating Quotes
In Zoho CRM, you can store quote details by manually entering the data in the quote details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify ...