In this video, learn how to use the global search functionality to locate records based on search criteria such as choosing the module to search, and how to choose which fields you want to display in the results.
- [Instructor] Over time, as you continue to work … with Zoho CRM, You'll likely be accumulating dozens, … and dozens of records, many leads, contacts, … accounts, deals, even activities, … and when you need to zero in … on a specific piece of information … it might take awhile to find it, unless you use … some of the search functionality built in to Zoho … which we're going to explore right now. … I'm looking at Leads, and I want you to imagine … we have dozens and dozens of leads. … Maybe we want to go to a specific lead name. … Well, you'll notice that one option, … which appears up here in the top-right hand corner … of all of our different modules, … see the A, Z, and the dropdown. … You'll also see that in the top-right corner … when we go to Contacts, Accounts, even Deals, … so we can zero in on a range using the alphabet. … So let's go back to Leads here, click that dropdown search, … there's our alphabet, we're looking for … Elaine Corey perhaps, we could go to the Es, … that's all that will be displayed now, …
Author
Released
6/12/2019- What is a CRM?
- What Zoho CRM has to offer
- Adding new lead records
- Viewing, filtering, and editing leads
- Working with contacts and accounts
- Creating a deal for a contract
- Running and managing reports
Skill Level Beginner
Duration
Views
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Introduction
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What you need to know1m 10s
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1. Get Started with Zoho CRM
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What is a CRM?1m 43s
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What Zoho CRM has to offer3m 38s
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Launch the free Zoho CRM3m 23s
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Update your profile3m 12s
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2. Work with Leads
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Add new lead records4m 34s
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Edit lead records2m 27s
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Add notes to a lead2m 13s
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Add an attachment to a lead2m 58s
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Add and edit activities5m 32s
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3. Work with Contacts and Accounts
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Duplicate a contact2m 11s
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Delete a record2m 55s
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4. Work with Deals and Reports
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Create a deal for a contact6m 18s
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Search and locate records3m 29s
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Run a report3m 11s
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Manage reports2m 37s
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Conclusion
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Next steps59s
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Video: Search and locate records