How to Create Recurring Meetings in Zoho CRM

For meetings that happen repeatedly, such as a weekly client check-in, Zoho CRM lets you set up a recurring pattern rather than creating each occurrence by hand.

Setting up a recurring meeting

Create the meeting as usual, then in the Repeat field set the From and To dates for the recurrence and choose a Repeat Type:

Repeat type	What you set
Daily	Repeat every day, or every set number of days.
Weekly	Repeat every set number of weeks, on chosen days of the week.
Monthly	Repeat on a specific date each month, or on a specific weekday pattern each month.
Yearly	Repeat once a year, either on a fixed date or a specific weekday pattern.

Once you have chosen your pattern, click Save to create the recurring series. Recurring tasks can also be created in bulk from the list view.

Need help? 1 Cloud Consultants can help you set up recurring meetings and activity patterns that match your team's regular client touchpoints. Book a discovery call with 1 Cloud Consultants.