Zoho Projects
Working with Projects in Teamspaces
The US DC Standard Edition is now available. It will be rolled out to customer accounts in all DCs in phased manner. Introduction Teams using Teamspaces in Zoho CRM often manage work that involves multiple elements records in CRM modules, internal ...
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 ...
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 ...
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 ...