Setting up the extension
Uninstalling the extension
If you no longer need the extension it can be uninstalled and the data will be completely removed. The Social Lead ID field that's added to the Leads, Contacts, and Deals module will also be deleted. To uninstall Go to Settings > Marketplace > All. ...
Working with your team
Understanding roles and permissions To control and manage access to data and functionalities, LeadChain has two default roles and appropriate permissions associated to them. They are: Admin, and User. Functionalities Admin User Create and Manage ...
Upgrading your LeadChain subscription
Once LeadChain is installed, you will automatically be part of the Free subscription plan. You can choose to upgrade your subscription to make use of all the features and expand your limitations. To upgrade Go to the LeadChain module and click ...
Installing LeadChain extension
LeadChain is available as an extension in the Zoho CRM's marketplace. Once installed, the following components will be added to your CRM: Field: Social Lead ID - Added to Leads, Contacts, and Deals. Web Tab: LeadChain To install the extension Go to ...