Storing and accessing customer installation details and related docs from multiple Zoho apps
We install solar photovoltaic, battery and generator systems for our customers and have one or more jobs (CRM Deals) and Job Sites (CRM Custom module) for each customer. During the commissioning stage, we have configuration details from each job / job site that we need to store and have available in CRM, Project and Desk. What's the recommended way to store and integrate that information so it is quickly available for both CRM and Project users and support agents using Desk? If we have other manufacturer documentation and construction plans in files such as PDF files, can we integrate Workdrive so that information is also quickly accessible to sales, operations and support users?
Topic Participants
Mark McCollom
Ashwinth Shekar
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. ____________________________________________________________________________________________________________