Advanced CRM Customization - Sai Venkat

n this session, you'll go beyond the basics and get down in the nitty gritty of customizating your CRM. Learn how to use advanced custom fields to associate records, create formulas to do advanced calculations and map fields so you don't lose data when you convert a lead. You'll also learn how to share and secure your data with your other CRM users as well as setup territories and manage those territories. After all, territories aren't just about geographical locations in Zoho CRM.