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.
Related Articles
How Do You Manage and Track Activities Like Calls, Tasks, and Meetings in Zoho CRM?
Activities in Zoho CRM help users organize daily follow-ups, calls, and meetings to ensure no touchpoint is missed throughout the sales journey. Add a New Activity: From any record (Lead, Contact, Deal), click Add Activity → Choose Call, Task, or ...
How Can You Use Zoho CRM Mobile App to Manage Sales on the Go?
The Zoho CRM mobile app gives sales reps access to their leads, tasks, emails, and location-based check-ins—all from their mobile devices. Download and Sign In: Install the Zoho CRM app from the App Store or Google Play. Log in using your Zoho ...
How Can You Automate Follow-Ups and Routine Sales Tasks Using Workflow Rules in Zoho CRM?
Workflows in Zoho CRM allow you to automate repetitive actions such as email follow-ups, field updates, task creation, and lead nurturing. Create a Workflow Rule: Go to Setup → Automation → Workflow Rules → Create Rule. Choose the module (e.g., ...
How Can You Automate Recurring Tasks in Zoho Projects for Repetitive Project Activities?
Recurring tasks help automate repeated responsibilities like weekly reports, monthly maintenance, or daily standups—ensuring consistency and saving time. Create a Task and Enable Recurrence: While creating a task, click Make this a Recurring Task. ...
How Can You Use Zoho CRM’s Canvas View to Create a Visually Personalized Interface for Your Teams?
Canvas View lets you design custom UI layouts in Zoho CRM—presenting data with colors, images, and formatted blocks to match your team's workflow and visual preferences. Access Canvas Builder: Go to Setup → Customization → Canvas → Choose the module ...