Zoho
One - Useful Links
Community FAQs Admin Guides
CRM - Import Leads with a CSV file
1. In CRM, go to Leads and Import then Import Leads 2. Under the From File option, browse to the CSV file containing the Leads you wish to import: 3. Once uploaded successfully, click Next: 4. You can skip importing any Leads that currently exist, if ...
One Admin - Adding a Zoho One user
Pre-requisite: You must be a Zoho One organisation admin to add a new user. 1. Log in to https://one.zoho.com/ and go to the Admin Panel: 2. Go to Users and click the Add User button: 3. A side panel opens from the right. Fill in the required ...
One Admin - Deactivate/Activate Users
See this guide from Zoho. Deactivating a user can be done when a member of staff no longer needs or should have access to their Zoho One account. Also see this guide from Zoho for managing user licenses in your Zoho One subscription. Only active ...
CRM - Useful Links
Community FAQs User Guides Tips
CRM - Zoho Sheet View
You may find it easier to use Zoho Sheet View to edit records in bulk. It opens up the module's data in a Zoho Sheet spreadsheet in a new browser tab with the most important fields of the records as columns. Using Zoho Sheet View you can: View/update ...
CRM - Lead Conversion Mapping
When adding/changing fields that are converted from Leads to Accounts/Contacts/Deals, you can use the Lead Conversion Mapping menu to ensure fields are copied over. You can select different mapping per Layout, then using the drop-down menus you can ...
CRM - Personal Date Formatting
For your own date format presentation go to Settings > General > Personal Settings > Locale Information and change as required:
Projects - Useful Links
Reports Tasks Timesheets Calendar User Profiles
Popular Articles
Yealink T23G User Instructions
To make a call If you want an extension, dial the extension number you require and lift the receiver, press the Speaker key or press the Send key. If you want to dial externally, dial the external number you require and lift the receiver, press the ...
Yealink T41 User Instructions
To make a call If you want an extension, dial the extension number you require and lift the receiver, press the Speaker key or press the Send key. If you want to dial externally, dial the external number you require and lift the receiver, press the ...
Yealink T46 User Instructions
To make a call If you want an extension, dial the extension number you require and lift the receiver, press the Speaker key or press the Send key. If you want to dial externally, dial the external number you require and lift the receiver, press the ...
3CX Web Client User Guides (from 3CX)
There's some good user guides from 3CX available for users of the Web Client. Quick-start user guide Detailed user guide Call Centre Features
3CX Mobile App Account Deactivation/Activation
For both 3CX iOS and Android apps, you can deactivate your account when it's not in use, then activate again when you need it without having to scan the QR code again. When it's deactivated on the mobile app, your extension will still work as normal ...