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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 ...
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 ...
Creating Groups
Create Groups You can create different types of user groups and share common records among groups. To create groups Go to Setup > Users & Control > Groups. In the Groups section, click Create New Group. In the New Group page, do the following: In ...