Handling clients

Handling clients

Hi all, have a problem that you good people could perhaps help me out with.

Status:
Im running a business that works really tight with the clients we have
When a client signs up, we grant them access to a lot of tools that we have

So we are (hopefully) moving over to Zoho in order to streamline things.

When I sign up a customer I would like this to happend

1, They get access to the Client Portal in Zoho sites
2, They get invited to a project in Zoho Projects
3, They can see their status in Zoho Books
4, They will get access to a Cliq channel

I have been playing around with Zoho and I can invite a client to all of the above (I dont mind doing it manually at this stage). But, the problem is it seems like even if I invite the same email, they get different identities.

Anyone have any insigths about this?



      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________