Customize "Deals"
Hi there,
I am new to ZOHO CRM and currently customizing our version.
I already optimized "Leads", "Accounts" and "Contacts" to our needs, but struggle now with "Deals".
Even though I am able to customize different modules, I would like to delete the existing fields, that are shown in the tab "Deals".
I already tried giving the "Stage" different names, but then those are added at the end, but I want them to be the only once.
In order to explain it better, here a screenshot:
Thanks a lot for your help in advance
I am new to ZOHO CRM and currently customizing our version.
I already optimized "Leads", "Accounts" and "Contacts" to our needs, but struggle now with "Deals".
Even though I am able to customize different modules, I would like to delete the existing fields, that are shown in the tab "Deals".
I already tried giving the "Stage" different names, but then those are added at the end, but I want them to be the only once.
In order to explain it better, here a screenshot:
Thanks a lot for your help in advance