How to Create Email Insights in Zoho CRM
All Tutorials / How to Create Email Insights in Zoho CRM Updated on: Here’s how to create email insights in Zoho CRM to track engagement effectively: Open Setup. In General, select Company Settings. Click Global Set. Click Create Global Set. Enter the required details and click Save. The global set is created successfully. Need accurate […]
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 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 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 200M+ 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. […]
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