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Recent Articles
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 ...Is there a Port Authorization form needed?
You need to fill out a Port Authorization form and it must be 100% accurate or it will be denied. Here is the link to the WestFax port form. https://www.newwavetech.com/vsWestFax_reseller_application.asp Here is a link for the video of completing ...Is there a cost of transferring a fax line?
So there is a $20 MSRP port change fee per line.Can a Lead be Assigned to Multiple Campaigns in Zoho CRM?
Yes. You can assign a lead or contact to multiple campaigns. Here is how you can do it: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, the existing campaign details, if any, are displayed. Click ...How Do I Group Records in Zoho CRM?
In Zoho CRM, you can group records in using List Views. Each module has some standard list views that group records based on a predefined criteria. You can also create your own list views that groups similar records and share it with other users.For ...
Popular Articles
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?
I do not knowHow 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 ...