Working with Zoho Projects Integration
Create a Project You can create projects for Accounts, Contacts and Deals in Zoho CRM. The users in your CRM account can create or associate projects if they have permission to do so. Note The user should have Create Project permission in Zoho ...
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 ...