Activity Management
FAQs on Activities (Calls, meetings and tasks)
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 ...FAQs on Calls module
1. 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 on Meetings module
1. 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. 2. How do I set reminders for meetings? To set ...FAQs on Tasks module
1. 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, ...FAQs on Calendar Booking in Zoho CRM
1. 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, ...Why aren't tasks displayed in the Calendar?
The Zoho CRM Calendar lists meetings and calls by days, weeks and months. It shows the user a clear insight of the upcoming events. The Calendar displays only the meetings and calls, but it does not display the tasks created. The reason is that, ...How do I set reminders for meetings?
To set reminders for meetings Go to the Meetings tab. Click on the meeting you want to set reminders for. Click Edit on the Meetings Details page. In the Meeting Information pop-up, choose how long before the meeting starts you want to be alerted in ...How do I close a meeting so that it does not appear in the Open Meetings list?
You cannot manually mark a meeting as complete, but you can edit the due date to the current date and time, so it will be marked as complete and moved to the Completed Meetings view.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 level, and notification parameters that can be ...Can I stop a recurring event in Zoho CRM? If so, how?
Yes. To stop a recurring event, go to the event on a specific date from which you want to cancel it. For example, you don't want the event to be created from tomorrow, go to that day's event on your calendar and click Delete. In the ensuing popup, ...How can I delete recurring tasks?
Recurring tasks are stored as individual records for each date in theTask list view. Admins and users with permission to view, edit, delete, and create tasks can remove recurring tasks. To stop tasks from recurring Select any instance of the ...Do I need to manually end meetings?
You do not have to manually complete meetings in Zoho CRM. Meetings will be automatically completed once the End Time has passed. You can view all the completed meetings in the Completed Meetings view.For example, if the End Date/Time is 08/05/2021, ...How can I set the hour view for a day as default?
The hour view is available in the Day View of the calendar. In addition, you can also select the Week or Month view.How can I set a default subject for the task?
To set a default subject for tasks Go to Setup > Customization > Modules and Fields. Select the Tasks module and then select a layout. Click the More icon and select Edit Layout. Click Edit Properties next to the Subject field. Select the value ...How do I add participants to a meeting?
To invite members to a meeting Go to the Meetings tab Select the meeting you want to add participants to from the Meetings home page. Click Add in the Participants section of the Meeting Details page. Select the check boxes of the users you want to ...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 Closed Activities related list to display up to five fields in addition to the mandatory fields.How can I receive notifications for my tasks and meetings?
When a task or meeting is created, there is an option to set reminder notifications through either email or pop-ups. To set reminders for tasks Go to the Task module. Choose the required task. Click Edit task. Toggle the Reminder button on the Edit ...What happens to an activity if I change my record ownership?
If you change the owner of the records (leads, contacts, accounts, cases etc.), all the open tasks/events get assigned to the new record owner.Can I modify the subject of a task?
Yes, the task subject can be modified as required. You can also modify the default task subjects (Email, Phone, Meeting). To modify the default subject values 1. In your Zoho CRM account, navigate to Setup > Customization > Modules and Fields. 2. ...How do I create recurring tasks?
Recurring tasks repeat at set intervals for a specific period of time or indefinitely. The recurrence time can be set as daily, weekly, monthly, yearly, or a custom repeat type, which allows you to specify the time period. To set recurring tasks ...What types of notifications can I set up while creating a task or meeting?
While creating a task or meeting in Zoho CRM, you can set two types of reminders: Alert through Email: Select this option to receive reminders for your tasks or meetings through email. Alert through Pop-up: Select this option to receive pop-up ...How can I create tasks for multiple contacts in bulk?
You can create tasks for multiple contacts at once. This will add identical tasks to all the selected records. For example, instead of creating tasks individually for each contact who has requested a product demo, you can simply select all the ...How to import Tasks and Events?
Currently, you cannot import tasks and events related to other CRM records from the Activities module. However, you can import these records from the Setup > Data Administration > Import page, provided they have the proper mapping-relationship with ...How do I view events that belong to other users?
You can look at other users events by following the steps given below: Click the Activities tab. In the Activities Home page, select the "All Events" list view from view drop-down list. The view page displays the events of all users.How do I set reminders for tasks?
To set reminders for tasks Go to the Tasks module. Click on the task you want to set reminders for. Click Edit on the Task Details page. Toggle the Reminder button and: Specify the date and time you want to be reminded. Specify the repeat pattern ...Can I disable Log a call option for selected users?
No. Call log is tightly integrated with the Activities module. If you want to disable it, you have to disable the Activities module for the users' Profile.How can I view other users' activities in the calendar?
Other users' activities can be viewed in the calendar depending on your role and position in the hierarchy of the organization. Whether or not users can view other users' meetings depends on how the Reporting Hierarchy and Territory Hierarchy are ...How can I change the status of tasks and meetings to "Completed"?
Tasks are for work that needs to be completed within a specific time frame. When a task is completed, you will need to manually edit the task and change the status to Completed. To complete a task Go to the Tasks module and select the task you want ...What is the file format accepted by Zoho CRM for calendar import or export?
Zoho CRM accepts the .ics format for import and export in Calendar.How can I see a list of the invitees for a meeting I created?
Follow these steps to view a list of the invitees for a meeting: Click the Meetings tab. Select the desired meeting. You can see the list of invitees in the Participants section.How can I add more participants to an existing meeting?
You can add participants to an existing meeting from the Meetings Details page. 1. Select the meeting on the Meetings Details page. 2. Go to the Participants section and click Add. 3. Select the participants you want to add and click Add. 4. An ...How do I create an event in Calendar?
Click the Create link in the calendar. You can also click on the date or time slot in the calendar and create events. Specify the Title of the event and Location. Select the All Day check box if you want to mark it as an all day event. Select the ...How will I be notified when a meeting is assigned to me?
Click Calendar. Choose a view: Day, Week, or Month. Click Preferences. Select the Notify me when a meeting is assigned to me checkbox in the Notifications section of the Preferences pop-up. Click Save.How do I change the weekly holidays in Calendar?
Weekly holidays fall on different days of the week in different countries. Follow these steps to change the days: Click the Calendar icon. Choose a view – Day, Week or Month Click Options > Preferences. Select the desired day from the Weekly ...How do I edit a meeting?
Go to the Meetings module. Select the desired meeting and click the Edit icon. Enter the necessary details. Click Save.. Why can't I set the meeting duration to be more than 3 hours?
When you create a meeting, the maximum duration you can set in the the From and To dropdowns is 3 hours. This is because most meetings usually last 3 hours or less. While creating an event, you can set the duration for up to only 3 hours using the ...How do I delete or cancel a meeting in Zoho CRM?
If you have added participants to the meeting, we recommend that you first cancel and then delete the meeting. Go to the desired meeting you want to cancel. Click on the ellipses button (...) on the Meeting Details page. Click Cancel and a pop-up ...How do I view all the details of a meeting?
You can access the details from the Meeting Details page. To view meeting details Go to the Meetings module. Click on the desired meeting to view its information.How do I schedule a call from the calendar?
Click on the Calendar icon on the modules tab in CRM. Click the Create button. Select Call and then Schedule a call in the dropdown. Alternatively, you can schedule a call by clicking on the date in the calendar.How do I reschedule a call?
Go to the Calendar. Click on the desired call and click Reschedule. Set the date and time you want to reschedule it to. Click Done.Next page
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