/
CRIO - Adding client to Zoho

CRIO - Adding client to Zoho

Go to Zoho- Finance - Books - Sales - Customers - Search CRIO . Find an already created customer 

image-20240221-183825.png

Go to the MORE Drop Down - Then Click Clone

image-20240221-183930.png

Choose Customer - Proceed

Then enter the client name so for CRIO - Client name. Make sure there is no address information listed then

The Click Save

Related content

Add client to Zoho - Advarra (Already Existing Customer)
Add client to Zoho - Advarra (Already Existing Customer)
More like this
CRIO Dash Portal Setup
CRIO Dash Portal Setup
More like this
CRIO - Client Email Example
CRIO - Client Email Example
More like this
CRIO Intake Process and Training
CRIO Intake Process and Training
More like this
CRIO Client Set Ups
CRIO Client Set Ups
More like this
CRIO/ Advarra/TPS non loading and CRIO new client handoff process
CRIO/ Advarra/TPS non loading and CRIO new client handoff process
More like this