Creating related lists in Zoho CRM



This video walks you through how to set up new related lists in Zoho CRM. It’s based on a one to many scenario. If you want to set up a many to many relationship, you’ll need to add a linker module. See http://www.nuanced.it/2016/09/linker-modules-in-zoho-crm-for-many-to.html for details on that.

If you need help with this or anything related to Zoho CRM, feel free to drop me a line at jeremy.nagel@nuanced.it

source

2 thoughts on “Creating related lists in Zoho CRM”

  1. Thanks Jeremy. Why the heck can't Zoho explain things this simply about their own software. I've been through pages of their help and often get frustrated with their chat and phone support, so this has been a lifesaver. Zoho should be trawling these sorts of videos to see how they can improve their help resources.

Leave a Comment

Your email address will not be published. Required fields are marked *