Enhanced Record Linking with Lookup Fields in Zoho CRM
Powerful Lookup Fields for Enhanced Data Management

View Contact Details in Deals
Sales teams can easily access contact information like names, emails, and phone
numbers directly within the "Deals" module. This eliminates the need to switch
between modules, allowing sales reps to quickly gather the necessary
details while managing deals, enhancing their productivity and
effectiveness in closing deals.
Steps to Add a Field of Lookup in Zoho CRM

Identify and select fields from the
lookup module for linking

Decide to map fields to existing ones
or create new fields for linking

Log into Zoho CRM, access customization
options, and add fields of lookup
Why Choose Enhanced Record Linking with Zoho CRM?
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