Best way to group leads, accounts, contacts and potentials?
Hello!
I am setting up a new Zoho CRM with four geographical areas. It will be a lot easier if you can just view the clients in one geography at a time. What is the best way to do this? Adding a field to each client that can be filtered seems a bit cumbersome, I'd like it to be the default view, defined by the person using the system.
Thank you in advance,
Viki