Editing Zoho CRM Pick Lists

Updating and Editing Drop-down values in Zoho CRM Sometimes the pick list options that come as standard in Zoho CRM, don’t include ones that would be helpful to your industry. The options are easy to update. In the video below, I use the Industry field as an...

Creating Views in Zoho CRM

This video tutorial teaches you how you can build your own Zoho CRM Views. I start with showing you how to create a simple view and then build on that same view to have Zoho produce the filtered list that I want to display. We then progress to more complicated views...