Activities
Booking appointments for services
An appointment can be booked for a service from the Appointments module in Zoho CRM. With customer details, service information, and appointments in the same database, you can get a complete overview of an individual's preferences and booking ...
Logging Calls
An essential part of a rep's daily activities is to make and receive calls. They need to track calls that are made to the customers, schedule calls according to the customer's availability, maintain details of the discussions in their database, and ...
Working with Meetings
Activities module is split up into Tasks, Calls, and Meetings modules. This change will reflect for new sign-ups from September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls, and Meetings modules to ease ...
Working with Tasks
Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...
Sales Activities - An Overview
Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...
Deprecation of the Activities tab — FAQs
Effective March 15, 2024, we will deprecate the Activities tab in Zoho CRM. Please note that you can continue to view and work with your Activity records through the existing individual modules—Tasks, Meetings, and Calls—even after the Activity tab's ...
Notes on Action Required | Activities tab deprecation
Activities tab deprecation — Overview Effective March 15, 2024, we will deprecate the Activities tab in Zoho CRM. Please note that you can continue to view and work with your Activity records through the existing individual modules—Tasks, Meetings, ...
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 ...