Where Do Records and Fields Come From?

Records might come from a variety of sources:

  • You create a record manually (after someone calls into the office, after you meet someone at a trade show, etc.)
  • A webform on your site creates a record on form submission
  • You could import records from that Excel sheet you’ve been using to track your business information up to this point
  • Webforms (e.g. our very own webform!)
  • Zoho has a business card scanner
  • Integration with another piece of software (e.g. Quickbooks)

And the fields?

  • Many of them are included by default, but you can add additional custom fields for data that you need to track for your unique business needs

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