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CRM: CRM stands for Customer Relationship Management. It is an approach to building and sustaining long term business with customers.
CRM basically focused on:
Existing customer: Existing customers are those customers who has purchased goods or services from a particular organisation.
Potential customer: Potential customers are those customers which c...
Zoho Creator API: API is the Application Programming Interface. API is the set of Programming protocols and tools that specify how your CRM, Creator can interact with another software program. Click on the below link.
Steps to create OAuth Authentication :
Leads Module: In Zoho CRM all data of any organisation is added into leads module. Data may be of online mode, offline mode or from any third integrated party with zoho crm. In zoho CRM user can change view like tabular view or kanban view.
In leads module there are two ways to add data:
In manual way user can change fields according to their needs with help of edi...
Creating a new button to perform custom actions, is common and have great documentation by the Zoho Team. You can have a look here .
But, What if you have a number of buttons in a module (you can create up to 50 custom buttons for each module in Zoho CRM), and want to re-order them? Means putting up the buttons that you are using frequently in your daily routine. It takes time to scroll through all the butt...
