Spotlight #2 - Overview on Zoho CRM's Portals

Spotlight #2 - Overview on Zoho CRM's Portals


Hello everyone,
In today's post, we will give you a brief overview on Zoho CRM's Portals. 

Portals serve as a gateway through which you can give your customers, vendors or partners an easy access to the CRM modules and  some of the associated data like products, inventory, quotes and so on. Also, based on the accessibility permission the users can create, edit or view the data in these modules. 

Benefits of Portal
Portals can be beneficial to your organization as well as the customers in many ways. In the list below we have comprised few such benefits: 
  • Share information  - Portals provide a platform through which you can exchange notes, business documents, product updates and so on with your customers.
  • Access data - Deploying portals will enable the customers to instantly access their data as well as organization related information in CRM. It will serve as a single gateway that can let  your customers track their application status, quote details, pending payments and so on without your intervention at every step. Hence, increasing the productivity and overcoming any delays in communication. 
  • Attach files/documents - Customers can view, edit or update their information and add relevant documents or supportive data right inside CRM. 
  • Secured Sharing - Misuse or loss of sensitive data can pose a threat that can be effectively avoided by given restricted access to such information. For example, you can share the quotes module only with a particular set of vendor and restrict the others from viewing it.  
Portal User types
Based on the type of users who will be accessing the portal, it can be categorized into retailers, manufacturers, students, distributors, partners and so on.  

Configuring Portal
Portals can be of two types - client and non-client portal. The client portal is the first and the default portal that you create in your CRM account, you can add up to 5000 users without making any payments. We also let you create non-client portals for the leads and custom modules and add more portal users by purchasing the non-client portals. You can check out our payment plan to make the purchases. Few key actions that you will perform while configuring portal:  
  • Select a module for which the portal is created and its associated modules.
  • Choose the layout(s) of these modules. 
  • Define record permission like read only, view, read and write.
  • Choose either list view or canvas view for the module. 
  • Use the lookup filter option to decide which records the user will view and access. 
  • Specify field permission like read only or read and write.


Changing a portal user type
There can be chances when you have to move a user from one portal user type to another. For example, if a user who is a customer is interested in investing in your company will now become a part of the stakeholder's team, in such case you will have to give him access to those modules that are pertinent to a stakeholder. You can accomplish this effortlessly by moving the user from customer portal to stakeholder portal.  



Choosing portal user type during lead conversion
During lead conversion either manually or automatically using the workflow rules, you can choose the portal user type to which the particular lead must be transferred to. For example, if you have created two portal user types in Contacts module - Health Insurance Policies and Auto Insurance Policies, while converting a qualified lead to a policy holder you can choose to which portal the buyer must be added to. 


Learn more about portals here.

We hope you found this post useful, go ahead and try it out and write to us what you think by commenting below. 

Regards,
Anumita  


    Zoho Marketing Automation
            • Sticky Posts

            • Connect with Zoho users from your industry, virtually!

              A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas
            • Zoho User Group (ZUG) in-person Meetups

              Hello Zoho Community, We're pleased to announce the next leg of Zoho User Group in-person meetups. We're thankful for your overwhelming response to the meetups last quarter. Our teams had a blast meeting you all in person and finally being able to catch
            • ZUG Virtual Meetups - February and March 2022

              Hello everyone, We have opened up registrations for the Virtual ZUG Meetups for February - March 2022. Last month, we had a great discussion with our Zoho User Groups. For the next one, we'll be discussing Subforms in Zoho CRM and integration of Zoho
            • Focus Group webinar - Revamped reports in Zoho CRM

              Any sales-based organization invests heavily in sales, which obviously translates to better revenue and overall growth. But how do we track how deals progress, or estimate how they will progress, or even how they performed? Blindly investing resources
            • Tip #49: Associating Emails with Deals

              Hello folks,  Do you have multiple deals associated to your contacts in Zoho CRM? Are you struggling to find deal specific emails, with all the emails associated with a contact listed together? If yes, then this tip is totally for you!  You can associate emails with individual deals, rather than having them all listed under a contact. This helps you to access your deal based conversations more quickly and avoid looking through all your emails, searching for keywords and subject lines.  In Zoho CRM,

            Zoho Pagesense Resources

              Zoho SalesIQ Resources



                    Zoho TeamInbox Resources

                      Zoho DataPrep Resources



                        Zoho CRM Plus Resources

                          Zoho Books Resources


                            Zoho Subscriptions Resources

                              Zoho Desk Resources

                                Zoho Projects Resources


                                  Zoho Sprints Resources


                                    Qntrl Resources


                                      Zoho Creator Resources


                                        Zoho WorkDrive Resources




                                            Zoho Campaigns Resources

                                              Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now