Customizing Home Tab Zoho CRM
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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 ...
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.
Creating Email Templates in Zoho CRM
To create email templates in Zoho CRM, follow the documentation provided by Zoho.
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 ...
CRM Workflow/Automation Request
To request a workflow or automated process be created in our CRM, email Javier Carabeo directly at jcarabeo@protranslating.comĀ and include the following info: Module: Which module are we creating an automation for? E.g., Leads, Contacts, Deals, ...