How to Configure Translation Settings in Zoho CRM
All Tutorials / How to Configure Translation Settings in Zoho CRM Updated on: Here’s how to configure translation in Zoho CRM to manage multilingual data: Open Setup. Under Customization, select Translation. Enable Translation Settings. Click Add Language. Add the required Language. The language is added successfully. Need accurate B2B data? Get 150M+ verified leads today […]
How to Configure Record Locking in Zoho CRM
All Tutorials / How to Configure Record Locking in Zoho CRM Updated on: Here’s how to configure record locking in Zoho CRM to prevent unauthorized edits : Open Setup. Under Customization, select Modules and Fields. Choose a Module. Click Record Locking Configuration. Click Configure Now. Enter the required details and click Save. The record locking […]
How to Enable GDPR Compliance Settings in Zoho CRM
All Tutorials / How to Enable GDPR Compliance Settings in Zoho CRM Updated on: Here’s how to enable GDPR compliance in Zoho CRM to protect customer data : Open Setup. Under Security Controls, select Compliance Settings. Click Enable GDPR Compliance. Fill in the required details and click Save. The leads are updated successfully. Need accurate […]
How to Configure Audit Log in Zoho CRM
All Tutorials / How to Configure Audit Log in Zoho CRM Updated on: Here’s how to configure audit log in Zoho CRM to track system changes: Open Setup. Under Security Control, select Audit Log. View the Audit Log details. Click Export Audit Log. Download the Audit Log file. Need accurate B2B data? Get 150M+ verified […]
How to configure record approval process in Zoho CRM
All Tutorials / How to Configure Record Approval Process in Zoho CRM Updated on: Here’s how to configure record approval process in Zoho CRM to approvals: Open Setup. Under Process Management, select Approval Processes. Click Add Approval Process. Add a Rule for the process. Enter the required details. Click Save. Need accurate B2B data? Get […]
How to Configure Login History in Zoho CRM
All Tutorials / How to Configure Login History in Zoho CRM Updated on: Here’s how to configure login history in Zoho CRM to monitor user access: Open the Contacts module. Click Action . Select Export Contacts. Choose the required Export Details . Review all selections and click Export . Need accurate B2B data? Get 150M+ […]
Where to Find Calendly Embed Code
All Tutorials / Where to Find Calendly Embed Code Updated on: Here’s where to find your Calendly embed code for quick website integration: On your Calendly homepage , select the Event Type you want to embed. Click the three dots, click Add to Website. Choose the Inline Embed option. Click Continue to proceed. Customize the […]