Calendar Management
Embed Calendar Booking
Embed options for Wordpress To embed in Wordpress Login to Zoho CRM with administrative privileges. Go to the Calendar. Click Options and choose Calendar booking from the drop-down list. In the Manage Calendar Booking page, click More > Embed against ...
Calendar Booking
Calendar booking comes in handy for the customer to book a meeting almost instantly. It allows customers to see when the support agents are available and enables them to schedule a meeting or call independently. For example, Travis has just purchased ...
Calendar Synchronization via CalDAV
Once you have enabled CalDAV Access in Zoho CRM and configured the CalDAV account in your iOS device, the meetings you create in the Zoho CRM Calendar will synchronize with the iOS Calendar and vice versa. After the meetings have been synchronized ...
Setting Up Calendar Synchronization via CalDAV
Gone are the days when you had to log in to Zoho CRM every time you wanted to check your work schedule for the day. You can now receive alerts about the next staff meeting on your iPhone or even your Apple Watch, without having to log into Zoho CRM! ...
Managing Calendar in Zoho CRM
Planning and scheduling is important when it comes to business meetings. A well conceived plan goes a long way in bringing positive results whereas, properly scheduled meeting can complement your planning.Businesses attend meetings for various ...
Using Calendar in Zoho CRM
Knowing your calendar and the various components in it is helpful in planning all your meetings and scheduled calls efficiently. Following are some of the components in the Zoho CRM calendar that will help you understand the calendar better and make ...
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 ...