Zoho CRM Tip: The Lead Record
Lead Record is the most significant feature of Zoho CRM and it shows the details of the lead from name, email, phone, status to the address information. This is by far the best performing and most useful aspect of CRM. It is your digital directory that makes your job easier by, letting you add the lead information to the lead record using custom fields.
The Lead Record
The Lead Record has all the fields that make up that module. There is a way to show all the fields in the profile and a way to hide the details. If you come to a record and can’t see all the details, don’t worry, the Hide Details link might be clicked. Unclick the Hide Details and you will see all the information for the record. The Lead module also has a set of sub menus. All records in the various modules look similar but have slightly different sub menus according to their type.
Editing a Lead or any Record
Click the Edit button in the submenu shown in the previous section to edit the entire record. When you create or edit a Lead it looks like the screen below. Editing records in any tab or module looks similar.
Only fields in the module show up when you are editing. No related list fields show up. If you are missing fields, you may be editing the wrong module. You can know what module you are in because the module background will be highlighted in the top menu.
Fields underlined in red are required fields. If you are having difficulty saving a record, ensure that all required fields are filled in.
Editing a Single Field
You can also edit a single field at a time. Be sure to save or cancel before you can edit another single record or the entire profile.
In this blog, we elaborated the Leads record tab and how to edit the fields. For more Zoho CRM Tips, check our blogs. You can also contact us for Zoho CRM help and set up a free 1 hour appointment by clicking the button below.
