Installing the extension

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to Marketplace > All.
   
3. Search for and click on Zendesk Sell for Zoho Projects.
   
4. Click Install.
   
5. Agree to the terms of service, then click Install.
   
6. Under the General section, select the profiles, projects, and users you want the extension to be shared with or given access to.
   
   
7. Agree to the terms of use.
   
8. Click Install Extension.
   
9. Click Authorize.
   Sign in with your Zendesk Sell credentials.
   
   

Managing Deals

1. The Title, Value, and Status of the latest five deals associated with a customer will be displayed in a tabular format.
   
2. Click Add New to add new deals to the contact.
   
3. Enter Deal Title (mandatory field) and Deal Value.
   
4. The Related to field should have the contact name that the deal is to be associated with.
   
5. Click Add.
   
   

Managing Tasks

1. Click the Tasks tab to view the details of the future engagement with the customer.
   The task details and the customer's name will be displayed.
2. Click Add New to add new tasks to the contact.
   
3. Enter Subject (mandatory field) and Due Date.
   
4. The Related to field should have the contact name that the task is to be associated with.
   
5. Click Add.
   
   

Uninstalling the extension

1. Click   in the upper-right corner of the top navigation band.
   
2. Navigate to Marketplace > All.
   
3. Click Installed.
   
4. Click Zendesk Sell for Zoho Projects.
   
5. Click Uninstall.