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:
- Obtain a License Key by subscribing here
- Download and connect all your Zoho Apps, learn more here
- Download the CRM Extension here
- Download Premium WordPress Plugin here
- Increase Email notice deliverability, learn more here
- Configure multi language support, learn more here
3.2 - Books Setup
Here is a quick overview of the Books setup:
3.1 - CRM Setup
Here is a quick overview of the CRM setup:
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 ...
3.6 - 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 ...
3.3 - Desk Setup
Ensure CRM and Desk are integrated by going to CRM settings > Marketplace > Zoho. Back in the portal, navigate to Zoho API Settings > Zoho Desk. Enable the integration. Enter the Organization Id and authorize Desk. Follow the instructions in ...