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Zoho CRM – Custom Links

By August 27, 2017No Comments

Zoho CRM has a custom link feature – lets explore… for example, you can set up a google search link in the Lead module on company name.  Here’s how:

  • Tool icon (upper right)->Setup->Customization->Modules
  • Click the Leads Module
  • Across the top click Links and Buttons
  • Click the Blue Add Link button (upper right)
  • Enter the Google Search URL (http://www.google.com/search?q=) in the URL window
  • Click the Fields drop down and select company
  • The company merge field will be added to the URL
  • Click Save

Now, Each Lead will have a google search link at the bottom of the left side nav panel – when clicked will google search on the company name in the Lead record!

 

Suzanne Kirkland

Author Suzanne Kirkland

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