You can also access the extension from the top band and create Checklist templates.
You will be able to create a to-do list for the current issue with
this extension. You can also use Checklist templates while creating
new to-do lists. Here's how you create and manage your issues.
You can rearrange the work items by dragging them up or down.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.