CRM NextGen | Record Management

Record Management
Navigating Records
Navigate primarily means the process of moving back and forth within the records. Navigation in Zoho CRM allows easy movement between records; provides options to choose the number of records to be displayed in one page; and saves time in accessing ...
Common Operations with records
Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...
Search Records
This document lists the different ways in which you can quickly find and access the record you need in Zoho CRM. Finding the right record can take up a lot of time, whether it's for quick actions like sending follow-up emails or for deeper ...
Approving Records
The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to ...
Associating Other Records
Attach Documents To attach documents This feature allows you to attach documents, spreadsheets and presentations to leads. You can attach them in the following ways: Attach from Desktop Attach from Zoho Docs Attach from Google Docs Associate Leads To ...
Printing Mailing Labels
Mailing labels are commonly used on letters and packages to identify the addressee and the sender information. These labels are used for various business purposes, such as sending monthly billing statement to your customers, sending Greeting Cards ...
Tagging records - An Overview
Tags are unique identifiers that can be associated to your CRM records to search, sort, categorize, filter, and segment records in a more efficient way. It is usually like adding keywords or any additional information to any record in CRM. For ...
Tagging Records in CRM
Tags in Zoho CRM are usually easy to create. Tags are not just a simple category, they can be more powerful, since you can add multiple tags to a single record. You can also create tags in multiple locations in your CRM account, if required. You can ...
Working with Tags
Tags are created to provide multiple access points for the data in your CRM account. Once you have created tags, you can perform various actions such as, Filter records based on tags Carryover tags on record conversion Create reports based on tags ...

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