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FAQs on Reports
1. How can I create reports and share them with other users? You can share reports in Zoho CRM in two different ways. Exporting and sharing them with users - Each report can be exported as Excel, CSV or PDF files. Creating a report's folder with the ...
FAQs on Leads
1. How can I link a lead to a specific campaign? Follow these steps to link a lead to a specific campaign: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, click Edit. Select the campaign from ...
FAQs on Page Layouts
1. What happens to a module's existing records when I create page layouts for the first time? When you create a page layout for the first time, your existing records will be assigned to the Standard layout of the respective module. 2. How can I ...
Employee Cases
The Cases feature helps an employee get answers to their queries in a quick and streamlined manner. Cases is an internal query management system in the organization with agents handling queries in different categories. Submitting and tracking queries ...
Joining sessions with toll-free numbers
Companies often provide toll-free numbers for customer support, appointment bookings, and other services as a mark of professionalism and hospitality. Similarly, you can provide toll-free numbers to your clients, prospects, and customers to let them ...