Understanding Lookup Fields What are Lookup Fields? In my journey through Zoho CRM, learning about lookup fields was a game changer. These fields essentially connect different modules in the system, making your data linked and accessible at all times. Imagine you’re managing a sales team – when you define a lookup field for contacts, it […]
Understanding Your Needs for Custom Fields Identifying Valuable Data When I first started using Zoho CRM, it became pretty clear that I needed to customize my fields to actually track what mattered most to my business. It’s easy to get lost in the default fields, but figuring out which specific data points are valuable to
Understanding Custom Fields What Are Custom Fields? So, before we dive headfirst into customization, let’s chat about what custom fields actually are. Custom fields in Zoho CRM allow us to capture information specific to our business needs that the standard fields simply won’t cover. It’s like having a blank canvas where you can paint your
Understanding Lookup Fields What Are Lookup Fields? You know, when I first dived into using Zoho CRM, I kept hearing about this thing called “Lookup Fields.” Essentially, these fields allow you to create a relationship between different modules. Imagine you have contacts, deals, and leads, and you need to relate one to another; that’s where