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Research Request Submission & Requirements
How to Submit a Research Ticket To submit lead research requests, email research@bigls1.zohodesk.com or create a ticket directly via our Knowledge Base with the details of the leads/contacts that need to be researched. If you have a CSV or Excel file ...
CRM Workflow/Automation Request
To request a workflow or automated process be created in our CRM, email Javier Carabeo directly at jcarabeo@protranslating.com and include the following info: Module: Which module are we creating an automation for? E.g., Leads, Contacts, Deals, ...
Configuring/Syncing Email to Zoho CRM
To configure your email via IMAP with Zoho CRM, please follow the steps provided in Zoho's Configure IMAP Account documentation. Note: Set email sharing permissions set to "Public." Reconnecting a Disconnected Email From time to time because of ...
Connecting RingCentral to Zoho CRM
To connect your RingCentral account with Zoho CRM, please follow the steps provided in Zoho's RingCentral documentation. If you are not automatically prompted to enter your RingCentral credentials, open CRM and click your avatar photo toward the top ...
Creating Reports in Zoho CRM
To create a report in Zoho CRM, follow the steps outlined in Zoho's report creation documentation. To export an existing report, contact a system administrator.