Make edits in kanban view
We spend a lot of time updating Opportunities by opening new tabs for each deal. A lot of the key fields are on display in the Kanban view. Some examples we use are, 'Estimated close date' and 'opportunitiy value'. It would make our pipeline management a lot easier if we could edit these fields from the kanban view and not have to click and load each opportunity before we can make changes.
If this was possible, it would have a great impact to productivity for a lot of users.
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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. ____________________________________________________________________________________________________________
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