Quick edit a record in Zoho CRM
1. Find and open the contact.
2. Place your mouse over the desired field to edit.
3. Click the pencil.
4. Make the needed changes to the field.
5. Click the green check box.
Related Articles
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 ...
Zoho Admin Issue Report: Owner Issues in CRM
Sometimes internal users neglect to change the default Prospect or Contact Owner from themselves to the proper LE Consultant in CRM. If you have been assigned correct Contact or Prospect records in CRM, please follow the steps below: 1. Via the ...
Updating Email Password in Zoho 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 You may be requested to provide a second means of authentication. Most users have elected to use the ...
Can not create a Zoho CRM Desk Ticket
If you do not see Zoho Desk to trigger a ticket, please note the following: To start a ticket, you must be on a contact. Tickets can not be opened for Prospects or Accounts. To open a ticket for a Prospect, they must be converted to a contact. A ...
Zoho Admin Issue Report: Update Sage Contact
If a consultant updates a Contact in CRM, those changes need to be reflected in Sage. If you are assigned a Contact to update, please do the following: 1. Click on the link in the email alert to open the Contact in Zoho CRM. 2. Open the customer in ...