Installation Steps
Step One
Open the installed “Google Drive” extension, you will get two options-
- I have agreed to the terms of services
- I authorize Google Address Finder to access and process my data as required.
Then click on “Continue.”
Step Two
Next, you need to “Choose Users/Profiles.”
Select the appropriate option out of these three-
Then hit “Confirm.”
Select the appropriate option out of these three-
Then hit “Confirm.”
Step Three
Then choose your subscription options.
Then click on “Pay Now.”
Then click on “Pay Now.”
Step Four
Your Google Drive Extension successfully installed. Authorize Google Account and CRM Account before use.
Google Drive – Zoho CRM Extension follows Google API Services User Data Policy, including Limited Use guidelines.
Google Drive – Zoho CRM Extension follows Google API Services User Data Policy, including Limited Use guidelines.
Use Extension
Go to Deals, Invoices, Quotations, and Sales Orders Modules. On the View Page, we will see buttons – Generate Payment Link through which we can create a Payment Link if we click this button. If the customer forgets to pay, we can resend the payment notification link to the client with the help of the Resend Payment Notification Button. Whereas the Cancel Payment Button will help Disable the Payment Links if the client doesn’t want to make a payment.
If you have any other questions we’ll be happy to answer them, simply send an email to zohomarketplace@fristinetech.com