We have two different layouts for Deals in ZoHo. When in Kanban view, is there a way to select one of the layouts as the automatic view (rather than it default to "All Layouts" and having to click the drop down box to change between the layouts)?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________