1 - Start Here: Setup Checklist

1 - Start Here: Setup Checklist

Here is a short list of components needed to successfully run the Portal Plugin:

Required Components: We recommend configuring the following items in order:
  1. Obtain a License Key by subscribing here
  2. Download and connect all your Zoho Apps, learn more here
  3. Download the CRM Extension here
  4. Download Premium WordPress Plugin here
Optional Components:
  1. Increase Email notice deliverability, learn more here
  2. Configure multi language support, learn more here

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