Pluck Business Solutions' FOUR Client Portals
There are FOUR PBS client portals. Each is unique and has it's OWN username and password. We suggest you use the same for each. Please BOOKMARK each link using your Zoho Mail Bookmark extension for easy access in the future. ...
Activate Zoom in Zoho CRM
In CRM Install Zoom Extension (done for you) Go to Contacts Open the Side bar Click Plus Sign on Open Activities Choose Meeting Choose Make this an online meeting Click ? Click Zoom Choose Authorize Zoom
How to Activate Applications in Zoho One
This video will help you find a Zoho app that you don't readily see when you are at one.zoho.com. If you don't see the app you are looking for in your Active Apps, choose ADMIN PANEL from the menu on the left. From there you will be directed to a ...
Helpful Information for New Clients - Week One
Here are some helpful links and reminders as you begin your journey as a valued PBS client and new Zoho User: PBS Knowledge Base: https://clients.pluckbusinesssolutions.com This is our personal training library. You have access to this exclusive ...
New Zoho One Monthly Webinar Series
Sign up for our monthly webinar series. http://attend.zoho.com/99md You've invested in your business, committed to Zoho One & are ready to take it to the next level. Join us for 1.5 hours of live demo. Session are recorded an accessible to active ...