How to find “Address” button in CRM mobile app.
Firstly, Login to your CRM mobile app and go to the dashboard. Step 2: Search your desire module from the search option, here we search and select a lead for example. Step 3: Open a lead details and clicked on red marked (3-dot) option, it ...
How to create Burst SMS Template
Step 1: Go to Template Settings in your CRM Step 2: Click on ‘Create SMS Template’ Step 3: Click into Generate Custom SMS body. Step 4: Write the Template Name Step 5: Select the Module Step 6: Write the SMS body and Save it. You can merge the ...
SHORT DESCRIPTION Google Drive Extension is developed by the team of Oscillosoft which gives the flexibility to the end-user to choose the desired location of the Leads and Deals folder which will accommodate the necessary documents, files, and ...
Installation & User Guide
Table of Contents Disclaimer 2 Introduction ...
Zoho CRM 2 Google Drive - Installation Guide
To install the extension Go to Setup > Marketplace > All. Under this menu, you can find all Zoho CRM supported extensions and all your installed extensions nested under ALL EXTENSIONS and INSTALLED EXTENSIONS respectively. Go to All Extensions, and ...