- Log in to Zoho CRM and click "+" from the main menu.
- Select the record you want to use (e.g., Leads, Contacts, Deals).
- Customize contact fields to capture exactly what you need.
- Click "Save" to store the report.
How To Create A Report In Zoho CRM
Follow this interactive demo to learn how to create a report in Zoho CRM.
Your product deserves an interactive demo
Similar Articles
No items found.