Managing Zoho CRM Portals

Managing Zoho CRM Portals

Objective

The objective of this SOP is to guide users on how to access and update their information in Zoho CRM portals efficiently.

Key Steps

  1. Request Access: Email "support at tpaconnect.net" to request access to the Zoho CRM portal.

  2. Accept Invitation: Once you receive an invitation via email, click on the acceptance link provided.

  3. Set Up Password: Set up your password as prompted in the email.

  4. Log In: Use your credentials to log in to the portal.

    **Portal Link Here**

  5. View Information: Review the information displayed on your profile page, including titles, upline information, email, mailing address, and more.

  6. Add Notes: If needed, leave notes for additional information or questions.

  7. Update Information: To update any information, hover over the field, click the pencil icon, make the necessary changes, and save by checking the box.

  8. Caution: Note that you cannot delete your email from the system, only update it. Deleting other information may result in incomplete profiles.


Cautionary Notes

  • Avoid deleting essential information as it may lead to incomplete profiles.

  • Ensure accuracy when updating information to maintain data integrity.

  • Contact support for any queries or assistance.


Tips for Efficiency

  • Regularly check and update your information to ensure accuracy.

  • Utilize the portal for quick and easy access to your profile details.

  • Keep notes concise and relevant for easy reference.

  • Reach out to support for any technical issues or further guidance.

By following these steps, users can effectively manage their information in Zoho CRM portals for improved data accuracy and accessibility.

Link to Loom

https://www.loom.com/share/73978901ed8a4b00acf4d0116879d3ef


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