Installation and Set-up
Where to Start
Once you have a valid ZE Portal Subscription set up (this includes signing up for a free trial), go ahead and install the CRM Extension: Step 1 - Install the ZE Portal Zoho CRM Extension via the Zoho Marketplace using this link (click here) After ...
Additional Subscription Support
If you have additional subscription support, please email us at help@zeportal.net.
Am I tied to my Subscription?
No, you are free to cancel your subscription at any time. However, please note that if you cancel your subscription, any portals that have been created will no longer work and the Zoho CRM extension will stop functioning.
How do I manage my Subscription
Visit https://subscriptions.zepartner.net and login to your account. If you do not already have an account, sign up for an account using the same email address you used to sign up for your subscription. Your subscription is billed monthly. You can ...
The Org ID on my subscription is incorrect
Please send an email to help@zeportal.net explaining this and include a screenshot of the ZE Portal Extension from inside your Zoho CRM. To find the extension settings, click "Settings", then click "All" under "Marketplace" in the settings page. Then ...
How to Subscribe to ZE Portal
Visit our About Page and use the button at the bottom of the page to sign up for a subscription Be sure to enter your Zoho CRM "Org ID" correctly when signing up. Your Org ID is shown in the URL bar when you are on any page within Zoho CRM. For ...