Key CRM Terminologies In any business environment, there are terms such as Leads, Deals, Campaigns, Invoices, etc. Following are the list of such terms and their definitions as used in Zoho CRM. You can refer to more such terms in the Zoho CRM's ...
Yes, you can customize your search. Goto Setup >Tab Settings >Search Layout >select the module/tab >edit and select the fields that you would like to search. Please Note: You cannot select more than 6 fields.