ZOHO CRM by CRMpartners

The app helps classify requesters easily to see if it is a strategic customer or not based on the potentials

Not compatible in new mint

Install available only on Desktop

Version : 1.0

Published by CRM Partners Italy
11 months ago

in CRM

Help and Supportdeveloper@crmpartners.it https://www.crmpartners.it/contatti/

ZOHO CRM by CRMpartners

The app helps classify requesters easily to see if it is a strategic customer or not based on the potentials

					        	The application when the detail page of a ticket, or a contact's page, is displayed, takes the mail of the latter and searches, within ZOHO CRM, on the contact card if it is connected to a company and subsequently recovers all the potential associated with the contact and the company and makes the calculation (as a percentage) of the potentially closed wins compared to the open ones, and lost, returning the ranking shown as a scale from 0 to 5 (displayed with star-like screens attached to the app)
					        	
							To install the application, it is required to generate the ZOHO CRM authentication token(see here to learn how to generate the authentication token: "https://www.zoho.com/crm/help/api/using-authentication -token.html # Generate_Auth_Token ")

To view the data in your currency, you can select the "Language Code" and the "Currency Code", to know the value to include, refer to:
- Language Code: "Language Culture Name" column at "https://msdn.microsoft.com/en-US/library/ee825488(v=cs.20).aspx"
- Currency Code: "Code A" column at "http://www.nationsonline.org/oneworld/currencies.htm"

For assistance developer@crmpartners.it
							

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