Switch between the Overview and Timeline views of the contact's details page.
Overview : Displays the details of the contact
Timeline : Displays a history of actions performed on the contact's details page (in the last six months).
View the business card details of the contact.
View the best time to contact the customer.
Easily Send Mail to the contact or Edit the contact.
Click on the edit icon to edit the details on the contact page.
Click the More icon to execute further options such as clone, share, customize business card and so on.
Scroll down to navigate to all the related lists on the record's details page.
Learn priority details from the Quick-info section, such as Next Action and Deals associated to the contact instantly.
View detailed information about the client, this section can be minimized.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.