Zoho CRM Tip: Related Lists in CRM
Users usually do not want to scroll through a list of irrelevant information just to get to what they’re looking for. And they certainly would like to see the information they need is displayed in a way that suits their business needs. Each module in Zoho CRM has relationships to other modules, and this is an important structure – when in an Account record you can easily see the related Contacts, Deals, Activities, etc. for that Account.
This is what it looks like when you scroll down past the Account profile in the Account and see all the related Contacts. This is called a Related List. Keep scrolling and you will see other related lists like Emails, Open and Closed Activities, Products etc.
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