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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
Adding the Cross Reference to your Smart Device
1. Download Zoho Creator app via the Google Play store or the iTunes app store. You can click the following links while on your smart device to quickly access the correct app. Click here for the Droid Creator App Click here for the Apple Creator ...