How to Add Hierarchy Preference in Zoho CRM
All Tutorials / How to Add Hierarchy Preference in Zoho CRM Updated on: Here’s how to add hierarchy preference in Zoho CRM for structured reporting: Open Setup. In General, select Company Settings. Click Hierarchy Preference. Choose Role or Reporting Hierarchy. Hit Save. The hierarchy enables successfully. Need accurate B2B data? Get 200M+ verified leads today […]
How to Add Company Details in Zoho CRM
All Tutorials / How to Add Company Details in Zoho CRM Updated on: Here’s how to add company details in Zoho CRM to personalize your account: Open Setup. In General, select Company Settings. Click the Edit icon. Enter the required details and hit Save. The company details update successfully. Need accurate B2B data? Get 200M+ […]
How to Schedule Data Export in Zoho CRM
All Tutorials / How to Schedule Data Export in Zoho CRM Updated on: Here’s how to schedule data export in Zoho CRM for regular backups: Open Setup. In Data Administration , select Export. Click Start an Export. Enter the required details Click save. The export schedules successfully. Need accurate B2B data? Get 200M+ verified leads […]
How to Set Up Business Holidays in Zoho CRM
All Tutorials / How to Set Up Business Holidays in Zoho CRM Updated on: Here’s how to set up business holidays in Zoho CRM to automate scheduling: Open Setup. In General, select Company Settings. Click Holidays. Click Create Holiday List. Enter the required details and hit Save. The holiday list saves successfully. Need accurate B2B […]
How to Block Off Time in Calendly
All Tutorials / How to Block Off Time in Calendly Updated on: Here’s how to block off time in Calendly to prevent new bookings: Click on the Availability tab from the left sidebar. Select the Add date-specific hours option. Choose the dates you want to block. Enter the start and end date/time for the period […]
How to Connect Todoist Projects to Slack Channels using Zapier
All Tutorials / How to Connect Todoist Projects to Slack Channels using Zapier Updated on: Here’s how to connect Todoist projects to Slack channels using Zapier : From the Zapier dashboard, select Zap. Click the Trigger field to choose the event. Select Todoist as the trigger app. Choose a trigger event. Connect your Todoist account, […]
Automate Slack Alerts from New Airtable Database Changes
Automate Slack Alerts from New Airtable Database Changes All Tutorials / Automate Slack Alerts from New Airtable Database Changes Updated on: Here’s how to automate Slack alerts from Airtable database changes : Log in to Zapier, click Create, and select Zaps to begin automation. Click Trigger, then search for and select Airtable. Select a Trigger […]
How to Connect Calendly to Outlook Calendar
All Tutorials / How to Connect Calendly to Outlook Calendar Updated on: Here’s how to connect Calendly with Outlook for easy meeting sync: From your dashboard, select Integrations & Apps on the left side of the screen. Choose Calendars from the options. Under the Calendars section, select Office 365 Calendar. Click Connect Calendar Account. In […]
How to Connect Your AWS Account with Slack
All Tutorials / How to Connect Your AWS Account with Slack Updated on: Here’s how to connect your AWS account with Slack to receive cloud updates : Go to Tools and select Apps. Search AWS and Click Install. Click Add to Slack. Enter the sign-in details and click Sign In. Need accurate B2B data? Get […]
How to Use Calendly with Outlook
All Tutorials / How to Use Calendly with Outlook Updated on: Here’s how to use Calendly with Outlook to simplify scheduling directly: From your dashboard, select Integrations & Apps on the left side of the screen. Choose Calendars from the options. Under the Calendars section, select Office 365 Calendar. Click Connect Calendar Account. In the […]