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
