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Building Expert Business Solutions with Zoho CRM
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Picklist is a drop-down list where the user can select one of the values, and Multi-Select is a drop-down list where the user can select multiple values.
When defining these values, it is best to think about your reporting requirements. Take the following examples:
This is often an area that confuses many first-time CRM owners. So, the following are some detailed examples that are often used successfully:
Table 2.3 – Picklist and multi-select values
This recommended list in Table 2.3 should be used as a guideline for defining your own tailored list.
Now that we have considered removing, keeping, and adding fields into the Leads module, it is time to understand how to organize the page layout.
Change the font size
Change margin width
Change background colour