Key CRM Terminologies In any business environment, there are terms such as Leads, Deals, Campaigns, Invoices, etc. Following are the list of such terms and their definitions as used in Zoho CRM. You can refer to more such terms in the Zoho CRM's ...
You can add your customers as Portal Users in two different ways. Just open an added contact and click Add Portal User. Or 2. Goto Setup > Customer Portal Settings > Add Portal User. Refer this Link for more details.
Once you sign up to Zoho MarketingHub account and you’re already a user in Zoho Campaigns, you can share your Campaigns account’s data with your MarketingHub account. If you a new user, you need to add fresh data to get started.By associating your ...