2 - CRM Configuration
The native Contact record in the CRM is the link that ties everything to a user in the client portal. All Zoho apps (except for Zoho Vault) to be displayed in the portal need to be integrated with the CRM. This will ensure that the Contact record ...
3.6 - Zoho Sign Setup
Prior to enabling Zoho Sign in the Portal Plugin, please ensure the following: The Zoho Sign extension for the CRM has been installed in the CRM's Marketplace: Back in the portal, navigate to Zoho API Settings > Zoho Sign Authorize the ...
3.9 - Inventory Setup (eCommerce)
In order to view eCommerce page, make sure the WordPress page is configured along with the short code provided in the setup instructions: Integrate Zoho Inventory with Zoho CRM (refer to Section 3 "Configuring your Zoho Apps") Once the page is ...
3.7 - Subscriptions Setup
Ensure CRM and Subscriptions are integrated by going to CRM settings > Marketplace > Zoho: If you have integrated Zoho Finance Suite, you can find the details by clicking on 'Manage' under the Zoho Finance Suite. Ensure all modules are properly ...
3.4 - Workdrive Setup
To enable Zoho Workdrive in the portal, you need to download the Workdrive extension 'Zoho Workdrive for Zoho CRM' by going to CRM settings > Marketplace > All 'Zoho Workdrive for Zoho CRM' creates the WorkDrive folder URL and Workdrive Folder ID ...