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 "Accounts" tab in the top navigation menu
2. Then click on the name in the accounts list
3. Next click on the "Timeline" tab in the account details view
4. Then click on the "Related List" menu in the left sidebar
5. Next click on the "Edit" button in the top-right toolbar
6. Finally click on the "More options" button (three dots) in the top-right corner
Why should you use this feature?
Tutorials
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