Hi support team,
We are configuring CRM for the business can you please help me to setup few things;
I have rename business referral in place of potential client and I have added data type lookup to associate with the client.
Why I cannot see lookup on the Select Field Type area. It suddenly disappeared.
I have synced with Google calendar. Now I just want to add zoho task and event on the calendar as well so I can see from Google calendar as well . can you please advise me ?
How to change dashboard * Source Report: depending on my customization field. ??
How to add New Task on the main menu next to Dashboard area ???