Zoho Projects
Working with Projects in Teamspaces
Introduction Teams using Teamspaces in Zoho CRM often manage work that involves multiple elements records in CRM modules, internal collaboration, and project execution. To help teams manage these activities more efficiently, Zoho Projects can now be ...
Working with Zoho Projects Integration
Create a Project You can create projects in two places — from a record's detail page (Accounts, Contacts, Deals) as described below, or directly inside a CRM Teamspace. The Teamspace flow supports additional options such as project layouts, WorkDrive ...
Understanding Roles in Zoho Projects
The roles and access privileges available in Zoho Projects are as follows: Portal Owner Portal Owner (Administrator) is the one who has all the privileges of an administrator. Additionally a portal owner also has permission to access upgrade/billing ...
Zoho Projects Integration - Overview
Efficient planning is the key to the success of any business project. A business always teams with several projects and people associated with those projects. Unless they are planned and managed efficiently, productivity takes a hit. A Project ...
Configure Zoho Projects Integration
Enable Zoho Projects Integration To enable the integration Log into your Zoho CRM account with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, click Get Started. Free Edition users ...