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Diferencia entre revisiones de «Zoho»

(Requirements)
(Requirements)
Línea 2: Línea 2:
  
 
* You should be client, register in {{PRODUCTO}}, or '''sign up'''
 
* You should be client, register in {{PRODUCTO}}, or '''sign up'''
* You should have a PBX hired, if you don't have you should [[Alta de la centralita| create new PBX]]
+
* You should have a PBX hired, if you don't have one you should [[Alta de la centralita| create new PBX]]
  
 
= Step 1: Enable integration=
 
= Step 1: Enable integration=

Revisión del 10:20 9 dic 2020

Requirements

  • You should be client, register in Telefácil, or sign up
  • You should have a PBX hired, if you don't have one you should create new PBX

Step 1: Enable integration

  1. Go to PBX configuration > CRM > Zoho


activar crm

  • Select Zoho, if it is the first time you should activate the integration clicking in blue button Activar integración.

crm propio


Link PBX extensions with users

Voice recordings