ClientPoint integrates with Zoho CRM. On the Deals page you'll have access to create ClientPoints as well as view all existing ClientPoints related to the Potentials/Deals.
If you do not see ClientPoint listed on your Potentials/Deals page, follow these steps to display ClientPoint.
Instructions:
- Go to Potentials (e.g. Deals)
- Select a Potentials (e.g. Deals), any potential will work
- In the Deal, on the top-right click the three dots icon and choose "Organize Deal Details"
- On the popup window called "Organize Deal Details", choose ClientPoint under Unselected List and using the arrow move ClientPoint to the right column Selected List. Use the up and down arrow to reorder ClientPoint.
- Click Save.
- Once you've saved, you should see ClientPoint listed on the Potentials/Deals page on the left hand side under Related List