How to Add a Validation Rule in Zoho CRM
All Tutorials / How to Add a Validation Rule in Zoho CRM Updated on: Here’s how to add a validation rule in Zoho CRM to maintain data accuracy: Open Setup. Under Customization, select Modules and Fields. Choose a Record. Click Validation Rules. Click Create New Validation. Enter the required details. Specify the Validation Criteria. Add […]
How to Leave a Slack Workspace
All Tutorials / How to Leave a Slack Workspace Updated on: Here’s how to leave a Slack workspace when you no longer need access : Click on your Profile picture located in the left sidebar. Choose Profile from the available options. In your profile view, click the three-dot menu button. Click on Account Settings. Click […]
How to Change Calendly Availability
All Tutorials / How to Change Calendly Availability Updated on: Here’s how to change your Calendly availability to control when people can book: Click on the Availability tab from the left sidebar. View your current availability schedule. Select the days you want to be available by clicking on each box. Click on a specific day […]
How to See Tasks in Zoho CRM
All Tutorials / How to See Tasks in Zoho CRM Updated on: Here’s how to see tasks in Zoho CRM to stay on top of your daily activities: Go to Tasks. Click All Locked Tasks. Select the task you want to view. View the result displayed on the screen. Need accurate B2B data? Get 200M+ […]
How to Restore Deleted Records in Zoho CRM
All Tutorials / How to Restore Deleted Records in Zoho CRM Updated on: Here’s how to restore deleted records in Zoho CRM from the recycle bin: Open Setup. Under Data Administration, select Recycle Bin. Select the file you want to restore. Click Restore. The campaign is restored successfully. Need accurate B2B data? Get 200M+ verified […]
How to Insert Tag in Zoho CRM
All Tutorials / How to Insert Tag in Zoho CRM Updated on: Here’s how to insert a tag in Zoho CRM to organize records effectively: Select any Module. Choose a Record to add a tag. Click the Tag option. Select Add Tag. Enter the Tag Name and click Save. Need accurate B2B data? Get 200M+ […]
How to Create a Calendly Link
All Tutorials / How to Create a Calendly Link Updated on: Here’s how to create your own Calendly link to share and let others book meetings: On your Calendly homepage, locate the event you want to share and click Copy Link. Select the Single-Use Link icon if you want the link to expire after one […]
How to Unarchive a Slack Channel
All Tutorials / How to Unarchive a Slack Channel Updated on: Here’s how to unarchive a Slack channel to restore team communication easily : Click the More options icon next to the channels. Select Manage and then Browse Channels. Search for and select the channel to Unarchive. Click the channel name at the top of […]
How to Reschedule a Calendly Meeting
All Tutorials / How to Reschedule a Calendly Meeting Updated on: Here’s how to reschedule a Calendly meeting quickly without sending a new invite: On your dashboard, navigate to the Meetings section. Locate the event you want to reschedule under the list of upcoming events. Click Reschedule. Select how you’d like to reschedule the meeting. […]
How to Add Multi-Currency in Zoho CRM
All Tutorials / How to Add Multi-Currency in Zoho CRM Updated on: Here’s how to add multi-currency in Zoho CRM for seamless global transactions: 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 […]