Zoho
Zoho is a cloud-based business software suite, offering CRM, email, finance, and productivity tools.
Create your own interactive guide with Guideflow
How it works
1. First click on the "Reports" tab in the top navigation menu
2. Then click on the "Create Report" button in the reports page
3. Click on the dropdown menu to open Module options
4. Select "Calls" from the primary module dropdown list
5. Click the "Continue" button after selecting the module
6. Configure the module relationship in the diagram that appears
7. Click the "Continue" button on the module relationship screen
8. Click the "Save" button in the report preview page
9. Fill in the required fields in the save dialog
10. Finally select "Deal Reports" from the folder list and click "Save"
Why should you use this feature?
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