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Updating Email Password in Zoho CRM
1. Access Zoho CRM via your browser 2. Click on the gear in the top right corner 3. Click on email 4. Click on the Email tab 5. Click on You may be requested to provide a second means of authentication. Most users have elected to use the ...
Steps to setup Microsoft Two-Factor Security
It is required to enter two methods of authentication but you can add up to six. These following instructions will set up the Microsoft Authenticator App method and cell phone number method. Microsoft Authenticator Method 1. Via your internet ...
CRM App Settings
Prospect Setup 1. Click on More 2. Click on Prospects 3. Click the Gear 4. Adjust all settings as highlighted below 5. Click Sync Desktop Settings Contact Setup 1. Click on More 2. Click on Contacts 3. Click the Gear 4. Adjust all settings as ...
Order/Quote for New Account
1. Find and open your contact 2. Trigger a quote as normal 3. Change Account Type to New Account 4. Complete quote/order as normal
Deploy iTunes to an LE Smart Device
All LE issued smart devices must be enrolled into LE's Mobile Managment Device service Intunes. To enroll, while on your smart device, please complete the following steps. 1. Access this url on your smart device: ...