I want to capture on a Potential the previous stage

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• Shouldn't the notes you type in a Potential also appear in the Contact related to the Potential?

  Ultimately the Potential belongs to the Account and not a contact. What happens if you work a Potential with a Contact, notes stored at Potential level are reflected in the Contact and then that Contact is no longer anything to do with the Potential? ...

• Is there a way to add multiple contacts to a Potential in Zoho CRMl?

  Yes when you open a Potential there is a section called Contact Roles. When you click Add Contact Roles you can add individuals from the Account and what their role is (note Account Roles might need to be changed to reflect your business).  If you ...

• How to make the Potential Closing date be the end of the month automatically?

  You need to create a new custom field - formula field to “complement” Closing Date (the standard Closing Date is required and can’t be hidden) and use the following formula: Newdate(Year(${Potentials.Closing Date}),Month(${Potentials.Closing ...

• Dependant pick list

  As of now it is njot possible to use the Potential Stage as Parent field in custom Map dependency field.

• How to deactivate and delete a User in Zoho One

  November 2023 Warning: Potential loss of data, ensure backups are taken. Before you do this, you might want to login to the Apps that that person was assigned to and reassign their records and / or Activities. 1 - Login to the Zoho One Admin panel: ...