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How To Use Lookup Fields In Zoho Crm

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 […]

Articles

How To Use Lookup Fields In “Zoho Crm”

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

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