Can you create relationships BETWEEN contacts within the same module
I am setting up my CRM, and I want to have a way to connect contacts within the same module. Is there a way to do this? If not - how do I decide how to split up contacts to make connections? What are best practices for this?
We have clients who need to be connected to a referral sources and companies. I want to be able to pull a report from a referral source and/or company that lists the related clients and jobs. I'm not sure of the best way to set this up.
Topic Participants
JV
Shirshendu Nath G
Sunderjan Siddharth
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How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________