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1. Where can I view the closed sales activities like tasks, calls, and meetings associated with a record?
The Closed Activities related list displays all the closed activities like tasks, calls, and meetings related to a record. You can customize the Closed Activities related list to display up to five fields in addition to the mandatory fields.
How to Avoid and Merge Duplicate Leads in Zoho CRM?
Duplicate leads can clutter your CRM and create confusion in your sales pipeline. Zoho CRM offers smart tools to help you identify, prevent, and merge duplicate records seamlessly. Step 1: Enable Duplicate Check in Zoho CRM Go to Setup (gear icon in ...
When Should You Use Reorder Levels and What Happens If You Don’t?
Reorder levels in Zoho Inventory act as your automated low-stock alert system—and skipping them can cost you sales, time, and peace of mind. What is a Reorder Level? It’s a set threshold for each item that tells the system: "Hey, you’re running ...
What Role Does the Gantt Chart Play in Effective Project Planning in Zoho Projects?
The Gantt Chart in Zoho Projects is more than just a timeline—it's a visual project management tool that connects planning, dependencies, delays, and adjustments all in one interactive space. Here’s what it brings to your workflow: Clear Visual ...
How to Create and Use Workflow Rules in Zoho CRM to Automate Tasks?
Workflow rules in Zoho CRM help automate routine actions like sending emails, updating fields, or creating tasks based on specific triggers. Steps to Create a Workflow Rule: Go to Setup (gear icon) > Automation > Workflow Rules. Click + Create Rule. ...