ZOHO CRM Event Templates

Who: Every role in the CRM which is working with prospects (Leads) and clients (Accounts, Deals)

What: 

As a salesperson, I want to save time when I create an appointment and it often repeats itself like a sales demo.

As a customer service representative, I want to save time when I create an appointment and this appointment is often repeated for me, such as a new customer onboarding or a support appointment.

How:

I create an event template where I can fill the fields of the event with field information for the respective object.

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Example:

Subject = 

Online Demo - {Lead.First Name!} {Lead.Last Name!} ({Lead.Company!}) / {Lead. RECORD OWNER NAME!}

Description =

My individual text with invitation, reference to the Zoho Online Meeting (link, browser, audio) and my agenda

Attendees = Lead

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I create the event either like an email with a click on Template or I create a button in the respective object to create recurring events even faster.

Advantages:

Every user can create events with just one click instead of filling everything manually again and again. This feature is a time saver for EVERY industry.

Create a common Event with a button: