Your Customer Relationship Management Application is a core piece of your business. Within the CRM, you can track your leads from first contact to final invoice and ensuing support. The CRM can be integrated with your other Zoho applications to track sales stages, send proposals or invoices, create work orders for internal or external jobs, send automated emails internally and externally, and sync with your Google Calendar to keep your days organized. Use this section to decide what information your users can view as well as what they can do with that information. You will be able to personalize this system based on your preferences and day-to-day tasks as well.
We will need to know what information you track so that we can effectively build out and organize information within Zoho. Below is a guide, please deselect any fields that are not necessary so we can keep the user interface as clean as possible. Please add options to the list and specify additional validation rules if applicable.