Zoho CRM
Sync your calendar
Sync your Calendar Sync your Google Calendar (For Google Users or G Suite Users) Permission Required: Users with the Sync with Google Calendar permission can access this feature. Log in to Zoho CRM. In Zoho CRM, go to Setup > Marketplace > Google On ...
Sync your contacts
Sync your Contacts Syncing your contacts is one of the most important things you should do when using Zoho CRM. In this article, you will learn how to sync your contacts from Google and Microsoft. Sync your Google Contacts (For Google Users and G ...
Using filters
Using filters All Zoho CRM modules have filters which allow you to sort, search, and view specific sets of records that match specific criteria. Here is a step-by-step guide on how to use filters in Zoho CRM: Navigate to the module that you want to ...
Change your views
Types of Views There are 2 types of views: Module Views Filter views Module Views Module views give you ways to sort, categorize, and view your records. they help you prioritize your tasks by viewing only those records that you need the most. In Zoho ...
Signature
Set up your Signature In Zoho CRM, Go to Setup (gear icon) > Channels > Email Click on Add New Signature Add the Signature name, select the email addresses, and compose your signature. You can use images, links, different format and colors. Click on ...
Profile picture and Name
Set your Profile picture and Name In Zoho CRM, Go to Setup (gear icon) > General > Personal Settings. Click on this circle and select your profile picture from your computer. Click on this icon to edit your User information This window will be ...
Connect your email
Set up your email account There are two ways to set up email in Zoho CRM: IMAP POP3 IMAP works with most email accounts, and that's the first one method we'll explain in this article. If you have followed all the steps correctly but it's still not ...