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Set Default Templates & Hierarchy
Please Note - The Folder Settings can only be accessed by the Super Admin and Admin. Inside your Zoho CRM, go to Google Drive Settings Then, click on Folder Settings Once you are inside Folder Settings, you can create templates and set their ...
How to Use SMS Templates
Create SMS Template This plugin provides the opportunity to use templates so that the users don’t need to create SMS content every time. Custom Templates can be created or used for the widget. By clicking on the ‘Templates’ button, the template page ...
How to Use SMS Templates
3.1 Create SMS Template The Clickatell Extension for Zoho Desk allows you to use templates. Since you don’t have to create SMS content every time, it can save you time. By default, there will be no template available, you to create one first. In ...
SMS Templates
Create SMS Template With this plugin, users can easily create custom templates to send messages in an instant. As a result, they don't need to create messages manually every time. By default, there will be no template. First, he needs to create a ...
User Guide - Zoho CRM 2 GoogleDrive extension
The widget can be used to create leads or deals folders in google drive through the leads or deals module. Through the widget, the users can also move, rename, browse, upload files, and share and delete files and folders. Using the widget through ...