hivegogl.blogg.se - Zoho outlook meeting request

We hear it every day, “Send me an invite.” Where you do your email can have a huge impact on where you do your scheduling. However, these are not the only considerations. The above are the biggest pros and cons I have found. Add a way to manage tasks within the Day/Week/Month views of the CRM calendar.Occasionally there is the need to block out some personal time in my calendar and I want to prevent others from seeing the description and notes. Allow meetings to be marked as Private.Give us colors! I’d love to see a way to color-code activities.Some things I’d like to see improve with the Zoho CRM calendar: A CRM user can delegate tasks and activities to other users who will be notified of such assignments. Multiple CRM users’ calendars can be managed within Zoho CRM.Reminders can also be sent via email or chat (Cliq, Slack, etc…) The Zoho CRM app on my phone alerts me of upcoming scheduled meetings. The meeting goes directly into my Zoho CRM calendar.

I have a link in my email signature where anyone can check my availability and book a time with me online. Built-in calendar-booking feature (Zoho CRM Enterprise).Activities in Zoho CRM appear in Reports and Dashboards.

This allows anyone at my company to see what activities have transpired in the past with a Lead/Customer as well as see what is scheduled next to happen.

The activities are pubic to other Zoho CRM users.

Leads/Customers/Users and others can be added as meeting participants who will receive meeting requests via email to accept or decline.

This makes it quick to navigate from a meeting on my calendar to the CRM contact whom the meeting is with and see the details of that contact.

My activities are linked to Lead/Customer records in CRM.

Then I finally close by introducing the new all-Zoho option of a “unified calendar”. I elaborate below, as well as offer some options for those of you not willing to part with Outlook or Google calendars. However, I feel there is much more good than bad. While I use Zoho CRM as my main calendar, it is not perfect. Also, Zoho CRM’s Activities module is a place where users can create and manage the same activity types, as well as tasks. Here users can schedule calls, meetings, and appointments. The calendar module has day, week, and month views. This is the calendar module built into Zoho CRM. Zoho CRM Users… What Calendar Should You Use?Īs a Zoho CRM user, which calendar app is best to use? Should you use the Zoho CRM built-in calendar? Zoho Calendar? Outlook/Google Calendar? I want to share some of my thoughts and hear what others have to say on the subject.