Running a report cross-referencing Leads and Lead Owners with Campaigns
Hello!
I am trying to run a report that lists opens on campaigns that cross-references the opened report with the Lead Owner (a customized field created so that we know which of our sales reps was assigned to go after this lead.) Is there a way to add a customized field into the open report?
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. ____________________________________________________________________________________________________________