Zoho CRM
Setting Up Zoho Contracts Extension in Zoho CRM
Connect an Organization Log in to your Zoho CRM account. Click Settings in the top-right corner of the page. Select Zoho from the Marketplace section, then select Zoho Contracts. Click Settings at the top-right corner of the Extension Details page. ...
CRM Integration Overview
With the Zoho CRM integration, salespeople can initiate new contract requests directly in the Zoho CRM and track the contract's status from the Zoho Contracts section in the record's related list. They can also download the contract document or send ...
Updating Zoho Contracts Extension in Zoho CRM
To ensure that your Zoho Contracts extension in Zoho CRM is up to date: Log in to your Zoho CRM account. Click Settings in the top-right corner of the page. Select Zoho from the Marketplace section. Click Configure under the Zoho Contracts extension, ...
Installing Zoho Contracts Extension in Zoho CRM
Log in to your Zoho CRM account. Click Settings in the top-right corner of the page. Select Zoho from the Marketplace section. Click Setup under the Zoho Contracts extension, then click Install. Choose the user profiles you want to enable the ...