Running Macros | Online Help - Zoho CRM

Running and Deleting Macros

Running a Macro

To run a macro

  1. Click the [Module] tab for which you want to create a macro.
  2. Select the ListView from the drop-down list.
  3. Select the checkboxes of the records for which you want to perform a set of actions defined in the macro.
  4. Click Run Macro.
  5. From the list of macros that you have created, click on the macro that you want to run.
  6. In the pop-up screen, review the actions and click Run.


Delete a Macro

You can delete only those macros that you created. The macros shared with you by other users cannot be deleted.

To delete a macro

  1. Click the [Module] tab in which you want to delete a macro.
  2. In the Module's Home page, click Run Macro > Manage Macro.
  3. From the list of macros, select the macro that you wish to delete.
  4. In the View Macro page, scroll down and click the red Delete button.



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