Easy Pick List Management With Zoho CRM Global Sets

[@greg-test]

I can't tell you how helpful your videos are! Thank you so much!

[@jayspain]

Really really useful. Having Global lists and mapping fields correctly is definitely a 101 during set up. Don't be tempted to put it off until you start getting leads / data in. I learnt the hard way, costing 2 days work. If you don't do this, when leads are converted to contacts you will loose custom field values created at lead stage. Once they become a contact there is no way to go back and see what you wrote in leads. Thanks Tyler, I'm now flying.

[@americanvictoryalliance]

Thank you for sharing such wonderful insights the crazy world of Zoho. My question..... Can Global Sets be pushed to or integrated with a drop-down field in Zoho Forms? I have a long list of different business categories in CRM, but need to figure out how to share that with a Form, so when someone enrolls in the program to select that pre-defined category/value. Or is there a simple way to export my Global Set to copy and paste into the form? Whatcha got for me? - Thanks again.

[@Zenatta]

Hi American Victory Alliance, We discussed your question on our most recent Q&A show, AZAAZ! Click here to jump straight to our discussion. 🎬 - kzbin.info/www/bejne/o4W0haVqaNd7ZtE#t=1m01s We also have a suggested code share for you if you need it: club.zenatta.com/c/code-share/picklist-export Hope this helps!

[@healthdirectpharmacyservic2771]

Thanks for the quick tutorial for differentiating local vs global (picklist) sets and how to setup global sets. I do have one question that to some extent extends upon this. My scenario is I currently have a local picklist field: state (name) and single line field: state (abbr) [read only]. I also have a workflow associated with those two fields. When a state name (Arizona for instance) is selected, the state abbr field is updated (AZ in this case). Will the workflow update all modules that have global picklists or do I need to clone the workflow and tie them to each module?

[@Zenatta]

Hi Health Direct Pharmacy Services, Your question was featured in the most recent episode of AZAAZ! Click here to jump to our answer. 🎬 - kzbin.info/www/bejne/lYCrYYF9mZV6qM0#t=14m29s