Activity Management
FAQs: Activities
1. Where can I view the closed sales activities like tasks, calls, and meetings associated with a record? The Closed Activities related list displays all the closed activities like tasks, calls, and meetings related to a record. You can customize the ...
FAQs: Calls Module
How do I schedule a call? To schedule a call Go to the calls module on the CRM home page Click on Create Call Select Schedule a call option. On the Schedule a Call page fill in the required details. Click Schedule You call has been successfully ...
FAQs: Meetings Module
How can I create meetings in Zoho CRM? To create a meeting in your CRM In the Meetings module, click Create Meetings . In the Meeting Information popup, specify the event details. Click Save. How do I set reminders for meetings? To set reminders for ...
FAQs: Tasks Module
Can I create tasks and meetings in Zoho CRM? In Zoho CRM, you can create and associate business tasks, meetings, and log calls in the corresponding Tasks, Meetings and Calls module. Each activity has key information such as the date, time, priority ...
FAQs: Calendar Booking in Zoho CRM
What is the calendar booking feature in Zoho CRM? Interacting with your prospects is a business requirement which needs a dedicated tool to address them. Many types of firms, such as tour and travel, hospitality services, insurance services, ...