Zoho CRM customer portal: setup, permissions and pitfalls

Disclosure: I work at Skyfall Labs, an official Zoho Partner, so I have a commercial interest. The facts below are from Zoho's own help page and portals page, linked at the end; advice is labelled as advice. Originally published on skyfallhq.net. A customer portal lets customers, partners or vendors see and work with their own CRM data without a... Weiterlesen: Zoho CRM customer portal: setup, permissions and pitfalls