I skipped Client-account mapping during integration. Can I enable this option later?
No. Client account mapping is a one-time process. Once you skip this step, you cannot get back to it after integration. The only way to enable this again would be to deactivate the Projects portal integration and configure it again.
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What is client account mapping?
Client Account Mapping is an option provided as part of this integration. In this step, Zoho CRM looks for a match between Clients (in Zoho Projects) and Accounts (in Zoho CRM). Once it makes a match, projects classified under the Clients are ...
There are only 5 accounts and clients displayed on screen when I enable client-account mapping. What happens to the other clients?
The 5 accounts and clients displayed on screen during client account mapping are just samples, for your reference. You don’t have to worry about other records. All of them will be mapped and an email with an Excel sheet listing all the mapped and ...
Configure Zoho Projects Integration
Enable Zoho Projects Integration To enable the integration Log into your Zoho CRM account with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, click Get Started. Free Edition users ...
Enable SalesSignals
SalesSignals are the notifications that you receive in your Zoho CRM account about your customers' interactions with you across various channels of communication. The multiple communication channels for which SalesSignals can be activated in Zoho CRM ...
Avaya Cloud Office Integration
Set up Avaya Cloud Office Integration Avaya Cloud Office cloud phone service harnesses the power of internet to form a suite of business communication features on a cloud-based phone system. You can manage calls, host audio and video conferences, ...