CRM Industry Assignment

CRM Industry Assignment

1. Locate and open the account in CRM 
   
2. Click in the Industry Type field
   
3. Search and select the proper Industry
   
4. Click the blue check box
   

• Related Articles

• Activate Email in CRM

  1.  Access Zoho CRM via your browser 2. Click on the gear in the top right corner 3. Click on email 4. Click on the Email tab 5. Click on Get Started 6. Click Office 365 7. Click on Configure 8. Enter or select your LE email address.  Click Continue ...

• Syncing CRM calendar to Outlook

  1.  If you are currently logged into CRM, sign out.  2. Click login to log back into CRM 3.  Click on the dot dot dot icon 4.  Click on Microsoft  5. Enter your LE email 6. Click next 7. Enter your email password 8. Click sign in 9. Click on the ...

• Deactivate / Reactivate Email in CRM

  1.  Access ​Zoho CRM​ via your browser 2. Click on the gear in the top right corner 3. Click on email 4. Click on the Email tab Click here for instructions to re-activate your email. 

• Updating your Zoho CRM App

  1.  Go into your App Store or Google Playstore. 2.  In IOS, select the person icon on the top right corner.  3.  In Google Playstore, select the hamburger menu in the top left corner.                 4.  In the App Store Scroll down until you see ...

• Creating a Ticket via Zoho CRM Contact

  Creating a Ticket via Zoho CRM Contact Tickets for customers are to be created against the contact record inside Zoho CRM.  While in Zoho CRM, locate and open the correct contact On the left menu, locate Zoho Desk and click the Plus Sign  Select the ...