How to Create an Event in Calendly
All Tutorials / How to Create an Event in Calendly Updated on: Here’s how to create an event in Calendly and customize your meeting preferences: Click on New Event Type from your Calendly dashboard. Choose One-on-One as the event type. Rename the event to something relevant. Set your availability preferences. Click Create to proceed. Choose […]
How to Set Up Territory Management in Zoho CRM
All Tutorials / How to Set Up Territory Management in Zoho CRM Updated on: Here’s how to set up territory management in Zoho CRM to organize sales regions: Open Setup. Under Security Control, select Territory Management. Click Create New Territory. Enter the required details and click Save. The territory is created successfully. Need accurate B2B […]
How to create Scoring Rules in Zoho CRM
All Tutorials / How to Create Scoring Rules in Zoho CRM Updated on: Here’s how to create scoring rules in Zoho CRM to prioritize leads effectively: Open Setup. Under Automation, select Scoring Rules. Click New Scoring Rule. Enter the required details. Click Add Criteria. Choose the appropriate Criteria. Click Save. The scoring rule is created […]
How to Change Calendly Password
All Tutorials / How to Change Calendly Password Updated on: Here’s how to change your Calendly password to keep your account secure: Click on Create in your Calendly dashboard. Go to your Profile settings. Navigate to Login Preferences. Click Unlink next to your connected Google account. Confirm the Google unlink action. Enter the verification code […]
How to Create a Pipeline With Zoho CRM
All Tutorials / How to Create a Pipeline With Zoho CRM Updated on: Here’s how to create a pipeline with Zoho CRM to manage your sales stages: Open Setup. Under Customization, select Pipelines. Click Create New Pipeline. Enter the required details and click Save. The pipeline is created successfully . Need accurate B2B data? Get […]
How to Add Function From Gallery in Zoho CRM
All Tutorials / How to Add Function From Gallery in Zoho CRM Updated on: Here’s how to add a function from the gallery in Zoho CRM to simplify automation : Open Setup. Under Developer Hub, Select Functions. Click Gallery. Select any Function to install. Click Install Now. The function is created successfully. Need accurate B2B […]
How to Schedule a Workflow in Zoho CRM
All Tutorials / How to Schedule a Workflow in Zoho CRM Updated on: Here’s how to schedule a workflow in Zoho CRM to automate timely actions: Open Setup. Under Automation, select Schedules . Click Create New Schedule. Enter the Name and Description. Fill in the required details and click Save . The scheduled lead is […]
How to Assign Leads Automatically in Zoho CRM
All Tutorials / How to Assign Leads Automatically in Zoho CRM Updated on: Here’s how to assign leads automatically in Zoho CRM to balance workloads: Open Setup. Under Automation, select Assignment Rules. Click Create Assignment Rule . Enter the required details . Review all the information and click Save . The assignment rule is updated […]
How to Set up Email Parser in Zoho CRM
All Tutorials / How to Set up Email Parser in Zoho CRM Updated on: Here’s how to set up an email parser in Zoho CRM to automate data capture : Open Setup. Under Channels, select Email. Click Email Parser. Click Get Started. Click Generate Now. Click Generate Now. click Save. The email parser settings are […]
How to Set Lead Conversion Mapping in Zoho CRM
All Tutorials / How to Set Lead Conversion Mapping in Zoho CRM Updated on: Here’s how to set lead conversion mapping in Zoho CRM for smooth data transfer: Open Setup. Under Customization, select Modules and Fields. In the Leads module, click the More Options (right-side) button. Click Lead Conversion Mapping . Fill in the required […]