How to Set up Email Parser in Zoho CRM
All Tutorials / How to Set up Email Parser in Zoho CRM Updated on: Here’s how to set up an email parser in Zoho CRM to automate data capture : Open Setup. Under Channels, select Email. Click Email Parser. Click Get Started. Click Generate Now. Click Generate Now. click Save. The email parser settings are […]
How to Set Lead Conversion Mapping in Zoho CRM
All Tutorials / How to Set Lead Conversion Mapping in Zoho CRM Updated on: Here’s how to set lead conversion mapping in Zoho CRM for smooth data transfer: Open Setup. Under Customization, select Modules and Fields. In the Leads module, click the More Options (right-side) button. Click Lead Conversion Mapping . Fill in the required […]
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 150M+ 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 150M+ […]
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 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 Create Case in Zoho CRM
All Tutorials / How to Create Case in Zoho CRM Updated on: Here’s how to create case in Zoho CRM to manage customer issues efficiently: Open the Cases module. Click Create Case . Enter the required details. Click Save. The case is created successfully. Need accurate B2B data? Get 150M+ verified leads today for smarter […]
How to Create a Template in Zoho CRM
All Tutorials / How to Create a Template in Zoho CRM Updated on: Here’s how to create a template in Zoho CRM for quick communication setup: Open Setup. Under Customization, select Templates. Click New Template. Select a Module. Choose a Template layout. Enter the Template Name and Subject. Add the Text Message. Click Save. The […]