How to move a lead to different custom module?
I get three types of leads, relevant, irrelevant and Job. I want to save the irrelevant leads in irrelevant archive and Job leads in Job archives. In the same way, I want to further save the "No Contact Made" leads in other archive, also I want to save lost deals in other lost deals archive. Kindly enlighten me, how can i achieve this in ZOHO CRM?
Sticky Posts
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. ____________________________________________________________________________________________________________