Zoho CRM Doubts
by Shivangi · 12 things on NewTwos
- Product field mandatory in Lead (as this field is custom field with Multiselect Lookup field and option to make it mandatory not showing) Client Script
- Add DisQualified Lead button for Sales Users to Leads page
- Website Leads direct to Nagpur team for qualification first then transfer to
- Co-Assign a Lead to another user for filling missing information (add a field)
- Option to Add Multiple Shipping Addresses in Account
- ✓ Account Name pull via Online Database
- Pull contact no. and other details from Account selected automatically in Deal (Client Script)
- Standardized Name for Deal - Product Name - Account Name based on the inputs of other fields
- Lead Name also standardize as Product Name - Account Name
- Abhay Sir Dashboard filters only show his subordinates (Inventys chemicals) - On Chat Support they said can't do this but can ask again.
- Dashboard background check if can be changed to dark color
- Need to Check if we can add different targets for different Salesusers in Speedometer Components for Dashboard.