1. Company Information
Company Name: [Enter the company's full legal name]Contact Person: [Enter the primary contact person's full name]Company Logo: [Upload the company's logo file in CRM]Email: [Enter the company's official email address]Phone: [Enter the company's main contact phone number]Company Address: [Enter the full address, including street, suite number, city, state, and ZIP/postal code]
2. Click & Get Disclaimer From CRM
Description:
- This refers to retrieving a legal disclaimer or terms & conditions stored in Zoho CRM
3. Click & Get CRM Field and Update
Description:
- This relates to retrieving and updating specific CRM fields in your system.
4. Sync Zoho Users
Description:
- This involves synchronizing user data between Zoho CRM and another system or application.