Build your CRM
Portals
This guide will help you with the following: Create a Portal Configure the Portal Settings Preview the Portal Send Portal Invite to Users A Portal enables you to share selective data in the Vertical Solution with your customers. For example, consider ...
Widget Support
This guide will help you with the following: Embed a Telephony Widget Create a Web Tab Create a Related List Create a Custom Button Create a Getting Started Widget Create a Business Card Widget Sometimes, you may want to include features in ...
Setting up your CRM Application
The first step in building your vertical CRM is to configure certain basic settings and choose the application modules you'd like to include. To create and setup a new application: Log in to your Zoho Developer account and click CRM for Verticals. In ...