Activity Management
FAQs: Calls Module
How do I schedule a call? To schedule a call Go to the calls module on the CRM home page Click on Create Call Select Schedule a call option. On the Schedule a Call page fill in the required details. Click Schedule You call has been successfully ...
FAQs: Meetings Module
How can I create meetings in Zoho CRM? To create a meeting in your CRM In the Meetings module, click Create Meetings . In the Meeting Information popup, specify the event details. Click Save. How do I set reminders for meetings? To set reminders for ...
FAQs: Tasks Module
Can I create tasks and meetings in Zoho CRM? In Zoho CRM, you can create and associate business tasks, meetings, and log calls in the corresponding Tasks, Meetings and Calls module. Each activity has key information such as the date, time, priority ...
FAQs: Calendar Booking in Zoho CRM
What is the calendar booking feature in Zoho CRM? Interacting with your prospects is a business requirement which needs a dedicated tool to address them. Many types of firms, such as tour and travel, hospitality services, insurance services, ...
FAQs: Activities
1. Where can I view the closed sales activities like tasks, calls, and meetings associated with a record? The Closed Activities related list displays all the closed activities like tasks, calls, and meetings related to a record. You can customize the ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...