How to edit EVENTS in Zoho CRM calendar
In this video we explain how to edit events within Zoho CRM calendar
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 ...
How to create LogixOne Operator Events automatically.
Some users of LogixOne are happy to for the CRM to create LogixOne Operator Events as soon as the Job/Sales Order is created. This can be achicieved by adding the Zoho script detailed below to a custom worflow. The following article details how this ...
Configuring the LogixOne B2B Portal for LogixOne and Zoho CRM
Introduction The LogixOne B2B portal can be integrated into both LogixOne CRM and Zoho CRM and functions and features are shared equally across each platform. In this document we will refer to the CRM in general to be either LogixOne CRM or Zoho CRM. ...
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 ...
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.