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Steven Pignataro

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  1. Automatically enable Client Portal through CRM

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    1 comment  ·  Zoho Invoice » Client Portal  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    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

    Steven Pignataro supported this idea  · 
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    Steven Pignataro commented  · 

    AMEN - please put this in. It is common sense.

    This is adding overhead to our management that is unnecessary - especially if they are not around to turn it on. Which then creates lag in the sales process. We want people to be able to accept their estimates ASAP. Not a few days later. This keeps our sales flow faster.

    PLEASE PLEASE PLEASE PLEASE put this in tomorrow.

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