How to Create a Button to Web Tab

How to Create a Button to Web Tab

Creating a Button to Web Tab in Zoho CRM allows you to embed external web pages or custom applications within your CRM interface.

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Step 1: Navigate to Settings and under Customisation, select Modules and Fields.

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Step 2: Select the Module where you want the button to appear and select the "Buttons" tab.

 
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Step 3: Create a new button and set how and where you want it to appear.

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Step 4: Define what action you want once the button is selected.

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Step 5: Include details of the action to be performed.

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Step 6: Save your button and make sure to test it.