Syncing Calender to zoho crm for users
Hi,
I have set up the crm for our different users ( sales reps)- how can I save time and have it so when we are booking a time for a customer in the calender that all the details will go into the CRM into his leads or potentials.
I have set up the custom fields in CRM, so it matches with the info in the calender.
If someone could assist that would be great.
cheers
Ella