Pick List Field - Word of the day #62
Pick List (or Drop-down) field is a field type in Zoho CRM that allows you to set a list of options for the CRM users to choose from, when submitting data. For example, when creating a new lead, you would want users to select an industry from the drop down list in field called 'Industry'. As an administrator of Zoho CRM account, you can edit the default pick list options provided in Zoho CRM.
Multiple pick-list option enables selecting multiple values when creating or editing a record. For instance, your organization may be offering different services and some of your customers may be interested in multiple services. In this case you can use the multi-select pick list value instead of single pick list value when creating a potential. Periodically, you can modify the pick list values as per your organization's business process.
Here's a knowledge base article on modifying pick list.
Check this video from a Zoho Premium Partner, Susan Clarke of Cornerstone Solutions, on editing default pick list.
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Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
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