How to Set Up a Recurring Meeting in Calendly
All Tutorials / How to Set Up a Recurring Meeting in Calendly Updated on: Here’s how to set up a recurring meeting in Calendly to simplify repeated bookings: 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 […]
How to Set Business Hours in Zoho CRM
All Tutorials / How to Set Business Hours in Zoho CRM Updated on: How to set business hours in Zoho CRM for better customer management: Open Setup. Under General, select Company Settings. Click Business Hours. Click New Business Hours. Enter the working hours and days, then click Save. The New business hours are saved successfully. […]
How to Add Custom Functions in Zoho CRM
All Tutorials / How to Add Custom Functions in Zoho CRM Updated on: Here’s how to add custom functions in Zoho CRM to automate processes: Open Setup. Under Developer Hub, select Functions. Click New Function. Enter the required details and click Create. The function is created successfully. Need accurate B2B data? Get 200M+ verified leads […]
How to Create Convert in Zoho CRM
All Tutorials / How to Create Convert in Zoho CRM Updated on: Here’s how to create convert in Zoho CRM to turn leads into deals effectively: Open Leads Module. Select the Lead you want to convert. Click Convert. Verify all details and click Convert. The lead is converted successfully. Need accurate B2B data? Get 200M+ […]
How to Get Calendly API Key
All Tutorials / How to Get Calendly API Key Updated on: Here’s how to get your Calendly API key to integrate with other tools and apps: Go to Integrations & Apps in your Calendly dashboard. Select API and Webhooks from the menu. If you don’t have an existing token, click Get a Token. Click Continue […]
How to create web tabs in Zoho CRM
All Tutorials / How to create web tabs in Zoho CRM Updated on: Here’s how to create web tabs in Zoho CRM easily : Open Setup. Under Customization, select Modules and Fields. Click Web Tabs. Click New Tab. Enter the required details and click Save. The new web tab is added successfully. Need accurate B2B […]
How to Create Group in Zoho CRM
All Tutorials / How to Create Group in Zoho CRM Updated on: Here’s how to create group in Zoho CRM for better collaboration among users: Open Setup. Under General Control, select Users. Click Groups. Click Create Group. Enter the Group Name and Description, then click Next.. Select the Users and click Save. The group is […]
How to Change Calendly Event Link Name
All Tutorials / How to change calendly event link name Updated on: Here’s how to change your Calendly event link name for better branding and clarity: Click on your profile picture or initials in the top-right corner of your Calendly dashboard. Navigate to Account Settings and select My Link. Enter the new name you want […]
How to Create Automations in Zoho CRM
All Tutorials / How to Create Automations in Zoho CRM Updated on: Here’s how to create automations in Zoho CRM to save time and boost productivity: Open Setup. Under Automation, select Workflow Rules. Click Create Rule. Add the Module, Name, and Description. Define When the rule should trigger. Add Condition 1. Specify the Field Update […]
How to Change Calendly Link Name
All Tutorials / How to Change Calendly Link Name Updated on: Here’s how to find your Calendly link to share your scheduling page instantly: Click on your profile picture or initials in the top-right corner of your Calendly dashboard. Navigate to Account Settings and select My Link. Enter the new name you want to use. […]