To create a meeting
To create meetings from Calendar
A meeting that needs to happen repeatedly at a specific date or time can be created as recurring meeting. You can also create recurring tasks in bulk from the list view.
To create recurring activities
||Select this if the activity should be repeated everyday.
|Recur every ___ day(s)
||Select this to specify how often in days the activity should be repeated.
|Recur every ____week(s)
||Enter how often in weeks the activity should be repeated.
|Days of the week
||Select the check box(es) that correspond to the day(s) of the week on which the recurrence should occur.
|On day __ of every ___ month(s)
||Enter how often in months and on the specified date the activity should be repeated.
|On____ ____ of every ___ month
||Select a particular day when the activity should be repeated every month.
|On every___ ____
||Enter how often in a year the activity should be repeated.
|On ____ ____ of ____
||Enter how often in a year and on the specified date the activity should be repeated.
You can send reminders for a meeting to alert the attendees before the meeting starts, there are two ways in which a reminder is sent:
You will receive email notifications on the RSVP status each time an invitee accepts, declines or holds your invitation. You can also re-invite them individually by clicking the Re-invite button under Actions from the Participant Status window.
||Specify a name for the meeting.
||Enter the venue for the meeting.
||Select the checkbox if it is an all day meeting.
||Specify the date and time when the meeting will be started.
||Specify the date and time when the meeting will be over.
Add invitees who will participate in the meeting.
||Select the contact or lead related to the meeting.
||Specify the recurring pattern for the meeting.
||Specify the details about the meeting.
||Set a reminder for the meeting.
If your business requires you to travel and constantly be on the move, then check-in is for you. In Zoho CRM, sales managers and sales reps can manage their work-related visits easily with the help of check-ins from the Zoho CRM mobile app.
A check-in from the Zoho CRM mobile app is always associated to an meeting. When you check-in from a location, the app prompts you to associate the check-in with an existing meeting. You can click the desired meeting and record the check-in for that meeting. In case there are no meeting for the record, you will be prompted to create a new meeting.
Consider the following scenario to understand how you can organize and monitor check-ins in Zoho CRM.
Note that a check-in can only be made from the mobile app and not from the web version, as it is a feature meant for people on the move. When a check-in is made, the location from which it was made is recorded in CRM; therefore this is a fool-proof method to keep a track of client visits.
When you have reached a client's office, you can check-in to the location using the Zoho CRM mobile app. When you check-in, you will associate it to an existing meeting.
To associate a check-in to an meeting
Once a check-in has been associated to an meeting, the details of the check-in can be seen in the details page of the meeting it is associated with as well as the related lead/contact/account details page.
To view check-in details in the meeting's details page
To view check-in details in the Lead/Contact/Account details page
Sales managers can create check-in reports to make inferences regarding the field visits assigned to their sales reps. Zoho CRM provides a suite of default reports for check-ins.
To access check-in reports
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Write to us: email@example.com
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.