Portals - Word of the day #41

Portals - Word of the day #41

Portals, are designed to give your customers access to part of your Zoho CRM. By creating portals, you can extend access to your Zoho CRM account to your customers. Through a portal, your customers can access the modules and some of the associated data such as products, invoices, and notes. They can also view, edit, or create records or add notes and attachments.

Here's a knowledge-base article on creating Portals.

Check this quick tutorial on Portals.



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