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How do I accept ACH payments in Zoho Subscriptions?
Zoho Subscriptions offers two gateways for payment processing: Forte and Authorize.net. Choose a gateway that works for you. If you don't have an account, create one from Forte or Authorize.Net. Enable ACH for your customers Since ACH payment ...
How Can I Add A Column (Such as expanded Description) to My Proposal?
To add a column to an individual proposal, right click anywhere on the Headings Bar in the proposal. From the drop down menu, select Configure Fields, and a list of available Fields will show. Just grab the required column and drag it to the ...
What is ZOHO Desk?
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How to mirror lead module fields in contacts and accounts?
Layout-based conversion mapping To ensure this, you can follow the instructions below. Click Settings > Setup > Customization > Modules. From the List of modules, select the Leads module. Click the Module Settings icon > Lead Conversion Mapping. In ...
Routing-mapping accounts in ZOHO
ZOHO CRM allows routing mapping through a third-party application called Map My Customers. Map My Customers provides powerful mapping and data visualization software that syncs with your contacts, accounts, deals and activities in Zoho. With Map My ...