How to Create Group Chat in Slack
All Tutorials / How to Create Group Chat in Slack Updated on: Here’s how to create a group chat in Slack to collaborate easily with teammates : Click the + icon next to Direct Message. Search for members and apps to add in the group chat. Group chat has been successfully created. Click the profile […]
How to Create Global Set in Zoho CRM
All Tutorials / How to Create Global Set in Zoho CRM Updated on: Here’s how to create a global set in Zoho CRM for shared picklists: Open Setup. Under Customization, select Modules and Fields. Click Global Set. Click Create Global Set. Enter the required details and click Save. The global set is created successfully. Need […]
How to Add Someone to a Slack Conversation
All Tutorials / How to Add Someone to a Slack Conversation Updated on: Here’s how to add someone to a Slack conversation to keep your team connected : Click the person’s name in the header. Click Add People to This Conversation. Enter the person’s name you want to add. Choose whether to include the conversation […]
How to Create an Assignment Rule for Cases in Zoho CRM
All Tutorials / How to Create an Assignment Rule for Cases in Zoho CRM Updated on: Here’s how to create an assignment rule in Zoho CRM to route cases: Open Setup. Under Automation, select Assignments. Click Create Assignment Rule. Enter the required details. Click Save Rule Entry. The assignment rule is created successfully. Need accurate […]
How to Create Meeting Polls in Calendly
All Tutorials / How to create Meeting polls in Calendly Updated on: Here’s how to create meeting polls in Calendly to find the best time for everyone: Go to Meeting Polls from your Calendly dashboard. Click on Create Meeting Poll. Select the time slots you want to schedule for the meeting poll. Click Next to […]
How to Clear Slack Cache
All Tutorials / How to Clear Slack Cache Updated on: Here’s how to clear the Slack cache to improve performance and fix loading issues : Go to Help in the menu bar. Select Troubleshooting. Choose Clear Cache and Exit. Need accurate B2B data? Get 150M+ verified leads today for smarter prospecting. Start Free
How to Create Portal in Zoho CRM
All Tutorials / How to Create Portal in Zoho CRM Updated on: Here’s how to create a portal in Zoho CRM for customer access: Open Setup. Under Channels, select Portals. Click Get Started Now. Add a portal and click Configure Now. The client portal is created successfully. Need accurate B2B data? Get 150M+ verified leads […]
How to Create Customize Home Page in Zoho CRM
All Tutorials / How to Create Customize Home Page in Zoho CRM Updated on: Here’s how to customize your home page in Zoho CRM: Open Setup. Under Customization, select Customize Home page. Click New Home Page. Add a Dashboard and Custom View. Click Save and Share. Fill in the required details. The custom home page […]
How to Create an Auto-Responder in Zoho CRM
All Tutorials / How to Create an Auto-Responder in Zoho CRM Updated on: Here’s how to create an auto-responder in Zoho CRM easily: Open Setup. Under Automation, select Workflow Rules. Click Create Rule. Enter the module, rule name, and description. Add the When details. Apply Condition 1 details. Click Instant Action and choose an action. […]