How to Manage Required Fields in Zoho CRM

Описание: When bringing in leads and contacts from Zoho Forms into Zoho CRM, you may be asked for certain required fields that you don't want to be visible on your form. For example, you may want Lead Source to be visible to you but not to the one filling out the form.

Alex Vaz with Cornerstone Solutions walks you through the step-by-step process of managing those required fields.

00:00 Introduction
00:25 Begin Demo, Hide Fields
02:37 Checking the Form
03:43 Conclusion

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or call for help: 713-661-5200

If you haven't signed up for your own Zoho CRM account yet, you can get a free account here: http://bit.ly/FreeZohoCRM

You can get our Zoho ONE QuickStudy Guide from Amazon - https://amz.run/6UQ4 or our Zoho CRM QuickStudy Guide in either a spiral bound format - https://amzn.to/2PK44U8 or in Kindle format - https://amzn.to/2BWHZyY


How to Manage Required Fields in Zoho CRM
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