Zoho
Zoho is a cloud-based business software suite, offering CRM, email, finance, and productivity tools.
Website
zoho.com
Industry
CRM
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How to search accounts by criteria on Zoho CRM

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How it works

1. First click on the "Accounts" tab in the top navigation menu
2. Then click on the "Filter" icon in the toolbar on the left side
3. Next click on the "System Defined Filters" section in the left sidebar
4. Then click on checkbox section and configure rule in the left sidebar
5. Finally click "Apply Filter" button to search for accounts

Why should you use this feature?

A cursor points to a button labeled "James."

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