I am currently testing Zoho CRM before registration for the enterprise version. I tried to find on the forum the answer to my problem, but I was not able to understand.

1. I want to create a custom module mainly containing a text field to create special memos: name example " Associated Consultations." > (For this step, I can do).

2. Now, I need to connect this custom module to a Leads module. I need to create records and open it from the Lead module to quickly view the contents during a phone call. (As a Product module, Solutions, etc.). > Sorry, I have not been able to understand how the lookup field works. (perhaps language).

My table (or Module) " Associated Consultations" should then appear in my view "leads", as others list "Campaigns, Social, Tasks, Etc.> I have not found how to do.

3. When I convert a lead to Module Account or Contact, I need that information created in "Associated Consultations" are also transferred to these modules, exactly as in the Leads view.

Could you help me? This is one of the last things I need to understand and get to do it myself before registration.

Thank you very much.