How to Set Up a Task in Zoho CRM
All Tutorials / How to Set Up a Task in Zoho CRM Updated on: Here’s how to set up a task in Zoho CRM to manage your daily activities effectively: Open the Tasks module. Click Create Task. Enter the Task Information.. Verify all details and click Save. Need accurate B2B data? Get 200M+ verified leads […]
How to Create a Custom Function in Zoho CRM
All Tutorials / How to Create a Custom Function in Zoho CRM Updated on: Here’s how to create a custom function in Zoho CRM to automate your 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 […]
How to Join a Calendly Meeting
All Tutorials / How to Join a Calendly Meeting Updated on: Here’s how to join a Calendly meeting easily through your confirmation: Start by scheduling a meeting — copy the meeting link and open it in a new tab. Select a date. Choose your preferred time. Click Next Enter your name and email, then click […]
How to Create an Emoji in Slack
All Tutorials / How to Create an Emoji in Slack Updated on: Here’s how to create an emoji in Slack to personalize your messages: Click the smiley icon to open the emoji menu. Click on “Add emoji”. Click “Upload image” and choose the image for your emoji. Name your emoji and click Save. Search for […]
How to Delete a Slack Account
All Tutorials / How to Delete a Slack Account Updated on: Here’s how to delete a Slack account permanently and securely : Click on your profile picture located in the left sidebar. Choose Profile from the available options. In your profile view, click the three-dot menu icon. Click on Account Settings. Click on the Settings […]
How to Sync Calendly with Google Calendar
All Tutorials / How to Sync Calendly with Google Calendar Updated on: Here’s how to sync Calendly with Google Calendar to ensure your schedules: From your dashboard, navigate to “Integrations & Apps.” Select “Google Calendar.” Click on “Connect” When prompted, click “Continue” to proceed. Choose “Continue” to grant permissions. That’s it! Your Calendly is now […]
How to Configure Webforms in Zoho CRM
All Tutorials / How to Configure Webforms in Zoho CRM Updated on: Here’s how to configure webforms in Zoho CRM to capture leads automatically: Open Setup. Under Channels, select Webforms. Click New Form . Enter the Form Name and select the Module, then click Create Form. Create the form and submit it. Fill the required […]
How to Connect Calendly to Google Calendar
All Tutorials / How to Connect Calendly to Google Calendar Updated on: Here’s how to connect Calendly to Google Calendar for easy auto-sync: From your dashboard, navigate to “Integrations & Apps.” Select “Google Calendar.” Click on “Connect” When prompted, click “Continue” to proceed. Choose “Continue” to grant permissions. That’s it! Your Calendly is now successfully […]
How to Delete a Slack Workspace
All Tutorials / How to Delete a Slack Workspace Updated on: Here’s how to delete a Slack workspace safely and permanently: Click your workspace name in the sidebar. Go to Tools & Settings and then select Workspace Settings. Click on the Settings option and scroll down. Click on Delete the workspace. Tick the checkbox and […]
How do I share a Report in Salesforce Lightning
All Tutorials / How to Share a Report in Salesforce Lightning Updated on: Here’s how to share a report in Salesforce Lightning quickly using sharing settings: Go to the Search bar and look for “All Reports.” Open the reportyou want to share. Click the dropdown arrow next to the report name and select “Share.” Enter […]