How to change Zoho Super Administator
This Video will demonstrate how to change Zoho Super Admin for your CRM account.
Introduction to the LogixOne B2B Portal for Zoho CRM
The LogixOne B2B portal for Zoho CRM is designed to enable your wholesale customers to place sales orders at agreed pricing directly into your Zoho CRM and Zoho inventory environments. The three videos below detail the features and functionality of ...
LogixOne B2B Portal for Zoho CRM FAQ's
Q1. Can I change B2B Accounts login email? Yes you can change a B2B account login email by updating the 'B2B Account Email' field within Zoho CRM and clicking the 'sync Account to B2B Portal' button. Q2. My customer has forgotten their password can I ...
How to setup B2B Accounts within Zoho CRM
How to create LogixOne B2B accounts within Zoho CRM. LogixOne B2B portal uses the native 'Accounts' module within Zoho CRM to create LogixOne B2B portal accounts. It is in the Accounts record that you configure the following: NOTE: Configuring an ...
SYNC TO ZOHO FINANCE
Synchronize your Zoho CRM Sales Orders to Zoho Inventory or Zoho Books. How to Video
LogixOne Operator for Zoho CRM
The LogixOne Operator plugin for Zoho CRM turns your Zoho CRM environment into a complete Field Service Management environment. In this video we explain its features and how to use.