Installing LeadChain extension

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:
  1. Field: Social Lead ID - Added to Leads, Contacts, and Deals.
  2. Web Tab: LeadChain
To install the extension
  1. Go to Settings > Marketplace > All in Zoho CRM.
  2. Search for Lead Chain from the search bar.

  3. Click Install.

  4. Read the terms and conditions, and privacy policy and select the checkbox.
  5. Click Install.

  6. Choose one of the following:
    1. Install for admins only - The extension will only be installed in CRM for users with administrator profiles.
    2. Install for all users - The extension will be installed in CRM for all users.
    3. Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.

  7. Click Confirm.

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                                                                                                                            • LeadChain - An Overview

                                                                                                                              Zoho LeadChain is an automated lead ads synchronization software that lets you synchronize the leads generated from your social media ads to the CRM and vice versa. This is specifically designed to bridge sales and marketing efforts making it easy ...
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                                                                                                                              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 ...
                                                                                                                            • 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. ...
                                                                                                                            • LeadChain拡張機能のインストール

                                                                                                                              お知らせ:当社は、お客様により充実したサポート情報を迅速に提供するため、本ページのコンテンツは機械翻訳を用いて日本語に翻訳しています。正確かつ最新のサポート情報をご覧いただくには、本内容の英語版を参照してください。 LeadChainは、Zoho CRMのマーケットプレイスで拡張機能として利用できます。インストールすると、以下のコンポーネントがCRMに追加されます。 項目:Social Lead ID - 見込み客、連絡先、商談に追加されます。 Webタブ:LeadChain ...
                                                                                                                            • 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 ...
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