This very in-depth guide provided by Zoho covers Zoho CRM customization. Whether you are just getting started with your brand new Zoho CRM instance or have been an active user for years the knowledge to gain from this guide is bountiful.
This meticulous guide covers the following:
- Modules
- Tabs
- Fields
- Sales Stages
- Stage Probability Mapping
- Validation Rules
- The Basics of Validation Rules
- Module Views
- Related List
- Custom Links
- Custom Buttons
- Templates
- Email Templates
- View Template Analytics
- Inventory Templates
- Mail Merge Templates
