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Jon

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  1. 39 votes
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    Hello everyone,

    Thank you for posting on our feedback forum.

    By setting up an automation workflow in Zoho CRM, you can enable the client portal access for your contacts (in Zoho Invoice) as and when you create them in CRM.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can help you set it up.

    Regards,
    Reshma

    Jon shared this idea  · 
  2. 13 votes
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    Jon supported this idea  · 

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