Zoho CRM Tutorial – Manage Related Lists

Organize Detail Lists

Lists you refer to most frequently in Zoho CRM can be moved to top of the related list area. The detail of all interactions with Leads, Contacts, Accounts, Potentials and other Zoho CRM modules are listed in the record detail area below the Notes section. These “Related Lists” appear in a preset order that you can change. For example, if Potentials, Quotes, and Email history are the details you refer to most often, then move […]

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