Скачать или смотреть How to Use Zoho CRM's Rollup Summary Field for Aggregated Values

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Unlock the power of Zoho CRM's Rollup Summary Field to get aggregated values effortlessly! In this quick and easy tutorial, we’ll show you how to set up and utilize the Rollup Summary Field to aggregate data from related records in your CRM. Perfect for users looking to streamline data reporting and gain insights without manual calculations. Learn how to set up rollup fields, configure aggregation options, and make the most of Zoho CRM's features to enhance your data management.
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What You’ll Learn:

How to create and configure Rollup Summary Fields
Tips for aggregating data from related records
Practical examples of using rollup fields for better reporting
Best practices for leveraging aggregated values in Zoho CRM
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