Ask our Experts #2: A 5-hour knowledge exchange marathon on 'Projects-CRM Integration' in Zoho Projects

Ask our Experts #2: A 5-hour knowledge exchange marathon on 'Projects-CRM Integration' in Zoho Projects




Hey folks! 

The Ask the Experts initiative for this month focuses on issues that frequent the support desk and hence demand expert advice. 

This session is around 'Projects-CRM Integration" as it has invited many a query on the forums on topics such as:

1. What can be done in Projects after CRM integration? 

2. Client account mapping

3. Importing users

This platform brings together product experts, the Zoho partners and other techies to be at your disposal for five full hours as you seek expert guidance.  

Go ahead and begin posting them as comments below; our Product experts will address them once we're live. 

 

We'll be live on December 7th, between 5:30 A.M - 10:30 A.M (PST) | 1:30 P.M - 6:30 P.M (GMT) 

 

If you are up to helping out your peers, do jump in with you expert answers! The more, the merrier :)  

Talk to you all soon!

 

Note: This is NOT a webinar. It is a discussion on Zoho Projects forums where our experts will field your queries for five hours straight. To post your queries, hit reply to the post and start typing away! 

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • Time Log Reminder

                                                Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep
                                              • Enhanced Collaboration and Global Web Tabs

                                                Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped
                                              • Tip 37: Time Log Restriction in Zoho Projects

                                                Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
                                              • Rename Task Module To Suit Your Project

                                                Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelled
                                              • Project Billing with the Staff Hours Method in Zoho Projects

                                                The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now