How To Create a Channel in Slack
All Tutorials / How To Create a Channel in Slack Updated on: Here’s how to create a channel in Slack to start organized team conversations : Click the three-dot icon next to the channel. Go to Create and choose Create Channel. Select an option in Create Channel and click Next. Enter the channel name, choose […]
How to Create Assignment Rule in Zoho CRM
All Tutorials / How to Create Assignment Rule in Zoho CRM Updated on: Here’s how to create an assignment rule in Zoho CRM: 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 B2B data? Get 200M+ verified leads […]
How to Add Zoom Link to Calendly
All Tutorials / How to Add Zoom Link to Calendly Updated on: Here’s how to add a Zoom link to your Calendly events quickly: On your dashboard, navigate to “Integrations & Apps.” Select “Video Conferencing.” Under the Video Conferencing section, choose “Zoom.” Click on the meeting you need to change. Click on the location. Need […]
How to Set Up Currencies in Zoho CRM
All Tutorials / How to Set Up Currencies in Zoho CRM Updated on: Here’s how to set up currencies in Zoho CRM: Open Setup. Under General, select Company Settings. Click Add Currency . Click Yes, Continue. Enter the required details. Click Save. The currency is added successfully. Need accurate B2B data? Get 200M+ verified leads […]
How to Leave a Channel in Slack
All Tutorials / How to Leave a Channel in Slack Updated on: Here’s how to leave a Slack channel to avoid unwanted updates : Open the channel you wish to leave. Click on the channel name in the chat header. Go to About and scroll down. Click Leave channel. Click Yes, leave and archive the […]
How to Delete a Slack Channel
All Tutorials / How to Delete a Slack Channel Updated on: Here’s how to delete a Slack channel to remove unnecessary conversations easily : On your desktop, open the channel you wish to delete. Click the channel name in the header. Go to Settings and Scroll down. Click Delete this channel. Check the box and […]
How to Create an Approval Hierarchy in Zoho CRM
All Tutorials / How to Create an Approval Hierarchy in Zoho CRM Updated on: Here’s how to create an approval hierarchy in Zoho CRM: Open Setup. Under Process Management, select Approval Processes. Click Add Approval Process. Add a Rule for the process. Enter the required details. Click Save. The process is saved successfully. Need accurate […]
How to Add Zoom Link to Calendly Invite
All Tutorials / How to Add Zoom Link to Calendly Updated on: Here’s how to add a Zoom link to your Calendly events easily: On your dashboard, navigate to “Integrations & Apps.” Select “Video Conferencing.” Under the Video Conferencing section, choose “Zoom.” Click on the meeting you need to change. Click on the location. Need […]
How to Export Slack Conversation
All Tutorials / How to Export Slack Conversation Updated on: Here’s how to export a Slack conversation to save or share chat history easily : Click on your workspace name in the sidebar. Go to Tools & Settings and Select Workspace settings. Click the Import/Export Data button next to Settings & Permissions. Select Export tab. […]
How to Create a Layout in Zoho CRM
All Tutorials / How to Create a Layout in Zoho CRM Updated on: Here’s how to create a layout in Zoho CRM: Open Setup. In Customization, select Modules and Fields. Choose a module. Click Create New Layout. Fill in the required details Hit Save. Enter the layout name and hit Save. The layout creates successfully. […]