Hello Nick, Kindly suggest which plan in zoho crm should I sign up for, All i need is contacts and a client portal, Also I just need client portal to prompt a form for clients to read the terms and conditions and click a checkbox that they agree to it. And a one time paid portal access needs to be in client portal and finally just being able to send out invoices...Kindly suggest ...
Good question! Yes it is possible for your client to create deals, sales orders, purchase orders & a few other modules mentioned in the video. Hope this helps!
Good video - nicely paced!
Thank you for your work man! Appreciated
My pleasure!
THANK YOU for this :)
My pleasure! 🫡
Hello Nick, Kindly suggest which plan in zoho crm should I sign up for, All i need is contacts and a client portal, Also I just need client portal to prompt a form for clients to read the terms and conditions and click a checkbox that they agree to it. And a one time paid portal access needs to be in client portal and finally just being able to send out invoices...Kindly suggest
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thanks for the info.
Is this possible with leads module?
Can i let my clients to make/creare an order through this portal ?
Good question! Yes it is possible for your client to create deals, sales orders, purchase orders & a few other modules mentioned in the video. Hope this helps!
@@NickBoardman thanks that helped a lot, hope u can make a video to explain further and maybe on both sides client and business owner
My pleasure! I will add the video to the ideas list!
can we chat with users on the custom portal
Hi, I have custom module, how can I add this module in portal?
Can i get customer report for customer portal?
Hi Priya, are you wanting to allow customers to generate reports from the portal?
No one is telling us how to disable portal to edit contacts email address
Bro, how to sign up to that portal as a customer?😂😂