Filtering Deals by fields not in deals
Hi,
I'm looking at filtering deals in Zoho CRM by field parameters that are in other modules.
For example, the industry of the company related to the deal is located within the "Companies" module.
Would it be possible to filter out deals by a certain industry?
Thanks
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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. ____________________________________________________________________________________________________________