What Is Zoho Portal

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1. Online customer and client portal | Self-service web … – Zoho

https://www.zoho.com/creator/online-customer-portal/#:~:text=Portals%20are%20dedicated%20gateways%20for,up%20with%20a%20Zoho%20account.
Online customer and client portal | Self-service web ... - Zoho

2. Understand customer portal | Zoho Creator Help

https://www.zoho.com/creator/newhelp/app-settings/understand-customer-portal.html

A Customer Portal is a great way for an organization to allow its customers to log into their dedicated internal system and access restricted data. Instead of building your own authentication and security mechanisms, you can use Zoho Creator portals. … You can add customers individually or import customers in bulk.

3. Customer Portal – Help doc – Zoho

https://www.zoho.com/us/subscriptions/help/customer-portal.html

Sign into your Zoho Subscriptions account. · Navigate to Gear icon > Organization Profile and click on Change Portal Settings available next to Portal URL. · In the …

4. Self-service selling using customer portals | Client Portals – Zoho

https://www.zoho.com/crm/portals.html

Self-service sales through client portals. Zoho CRM empowers your customers, vendors, and partners with online portals where you can define what data is …

5. Customer Portal | Help – Zoho Creator

https://www.zoho.com/creator/help/application/customer-portal.html

Overview. A Customer Portal is a great way for an organization to allow its customers to log into their dedicated internal system and access restricted data. Instead of building your own authentication and security mechanisms, you can use Zoho Creator portals.

6. Setting up Portals | Online Help – Zoho CRM – Zoho Cares

https://help.zoho.com/portal/en/kb/crm/connect-with-customers/portals/articles/setting-up-portal

A portal user can access the modules and some of the associated data such as products, invoices, and notes that are present in CRM. They can also view, edit …

7. Client Portal | Help | Zoho Books

https://www.zoho.com/us/books/help/client-portal/

The Client Portal in Zoho Books is a dedicated space for your customers to view and manage all their transactions. It provides them more control over actions …

8. What is a Customer Portal? How can I enable it for my … – Zoho

https://www.zoho.com/us/subscriptions/kb/customers/customer-portal-and-how-to-enable.html

What is a Customer Portal? How can I enable it for my customers? Customer Portal allows your customers to manage their subscriptions from one place.

9. Login to the client portal – Zoho

https://www.zoho.com/us/books/kb/portal/how-can-my-customers-login-to-portal.html

Whenever, you enable portal access, an invitation mail will be triggered automatically from Zoho Books. Your customers need to accept this invitation in order to …

10. Understand Portal Types in the Customer Portal | Zoho …

https://www.zoho.com/creator/newhelp/app-settings/understand-portal-types.html

Portal type refers to the type of access that will be granted to the customer portal. The three portal types available in Zoho Creator are: Public, Private, and …

11. What is the difference between ‘users’ and ‘customer portal …

https://help.zoho.com/portal/en/kb/crm/faqs/general/articles/what-is-the-difference-between-users-and-customer-portal-users

A Zoho CRM user is someone who can manage records, either their own or those … Through a portal, your customers can access the modules and some of the …

12. Setting up a Customer Portal | Zoho Creator Help

https://www.zoho.com/creator/newhelp/app-settings/create-customer-portal.html

The Portal URL page will appear. In this page you can choose to host the customer portal on Zoho’s default domain or on a custom domain. To host the customer …

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