How to Create a New Pipeline in Pipedrive
All Tutorials / How to Create a New Pipeline in Pipedrive Updated on: Here’s how to create a new sales pipeline in Pipedrive: Go to Deals. Click Pipeline. Click New Pipeline. Enter the required details. Click Save Changes. The system creates the new pipeline successfully. Need accurate B2B data? Get 200M+ verified leads today for […]
How to Change Email Signature in Pipedrive
All Tutorials / How to Change Email Signature in Pipedrive Updated on: Here’s how to change your email signature in Pipedrive quickly: Go to your Avatar . Click Personal Preferences. Navigate to Email Sync. Click Edit Signature. Update the signature name and content, then click Save. The system updates the signature successfully. Need accurate B2B […]
How to Import Contacts From Pipedrive
All Tutorials / How to Import Contacts From Pipedrive Updated on: Here’s how to import contacts into Pipedrive easily: Go to Contacts. Choose whether to export People or Organizations. Click the More Options menu. Select Import Data. Enter the file information. Upload the file. Map the fields correctly. Preview the list. Click Start Import. The […]
How to create a role hierarchy in Zoho CRM
All Tutorials / How to create a role hierarchy in Zoho CRM Updated on: Here’s how to create a role hierarchy in Zoho CRM: Open Setup. Under Security Control, select Roles and Sharing. Click New Role. Enter the required details and click Save. The role is created successfully. Need accurate B2B data? Get 200M+ verified […]
How to Use Recycle Bin in Zoho CRM
All Tutorials / How to Use Recycle Bin in Zoho CRM Updated on: Here’s how to use recycle bin in Zoho CRM to restore or permanently delete data: 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 […]
How to Create a Webform in Zoho CRM
All Tutorials / How to Create a Webform in Zoho CRM Updated on: Here’s how to create a webform in Zoho CRM: Open Setup. Under Channels, select Webforms. Click New Form. Enter the Form Name and select the Module, then click Create Form. Create the form and submit it. Fill in the required details. Click […]
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 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 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 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. […]