Use Custom Related Lists in Zoho CRM to Show Data from Another Application

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  • Опубликовано: 27 сен 2024
  • Gain a better understanding of related lists in Zoho CRM, and learn how to create a custom related list to show data from a third party application. In this video, we create a related list to show the relevant Clockify projects associated with our client in Zoho CRM. Related lists allow you to streamline your workflow by bringing relevant, contextual, data to each record in Zoho CRM. They enable you to see a detailed picture of your relationship with each client, without opening a hundred different tabs and losing focus.
    Custom Related List Documentation: www.zoho.com/d...
    Contact Beckmann Collaborative for support: zfrmz.com/WHPG...
    Zoho CRM allows you to connect your sales, marketing, and service teams together on a single platform to track the entire customer life cycle for your business.
    Get a free trial of Zoho CRM: store.zoho.com...

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