Browse Deal to Project converter for Zoho CRM extension

Install

You can go with the free trial or Buy the plugin directly, Click the button according to your choice


Agree with Terms of Services & Privacy Policy of Vendor and Zoho Marketplace.




In the following screen, check the “Allow marketplace vendors to contact me regarding product offers and promotions” and click Continue

Click “Install for all users” and click “Confirm” on the following page.

Please put the portal name here, you will get the portal name in your Zoho Project URL





Portal_Name

Go to your Zoho project portal, copy the marked portion, and paste to the Portal_name field, it’s basically the email address or Zoho project user name. 

Click Accept to give access to the plugin in your Zoho Account. 

After accept the data access, you can see the below screen,

1. Auth_Link
2. Unique ID

Now, copy the auth_link, Paste it to a new tab, and authorize the process with the unique_ Id

After authorization, your installation process will be done.

 

Note: Please be notified, if you try to authorize more than one time, it will show an error.

Deal 2 Project Setting

 

Now you have to do following things –

✔       Complete the setup

✔       Configure Project Template List

✔       Create Trigger List 

Note : The project name must be a field name of the CRM Deal

 
Setup 

To complete the setup, click on the setup button, you will get the page below.

 

Select options as per your choice but please be mindful you have to select at least one option you cannot leave the entire field blank.

After selecting options, save the configuration by clicking the Save   button.

 

Project Template Configuration
Click on the “Create Template” button and fill all the fields as per your business needs and save the data.

 

Create Trigger List

To create the trigger list, click on create trigger and put the necessary values as per your preference. This form works like Zoho workflow rules, based on the condition you set.

 

You can add multiple conditions and set the rules as per your business needs. Please save   the configuration once done.

 

Setup Zoho Project Portal

 

 

Now you have to turn ON the  Enable Project Budget in Zoho Project

[Zoho Project> Settings> Portal Configuration> Configuration > Project&Budget> Enable Project Budget]

 

 

If you select the Budget Threshold in the setup page, then you need to Enable Budget Threshold option in Zoho portal as well.

[Zoho Project> Settings> Portal Configuration> Configuration > Project&Budget> Enable Project Budget]