Introduction to the LogixOne B2B Portal for Zoho CRM
The LogixOne B2B portal for Zoho CRM is designed to enable your wholesale customers to place sales orders at agreed pricing directly into your Zoho CRM and Zoho inventory environments.
The three videos below detail the features and functionality of LogixOne B2B portal for zoho CRM, how to create B2B accounts within Zoho CRM and finally how your B2B accounts place orders by the portal into your Zoho CRM environment.
Introduction to the LogixOne B2B portal for Zoho CRM.
Placing orders via the LogixOne B2B portal.
LogixOne Operator for Zoho CRM
The LogixOne Operator plugin for Zoho CRM turns your Zoho CRM environment into a complete Field Service Management environment. In this video we explain its features and how to use.
LogixOne B2B Portal for Zoho CRM FAQ's
Q1. Can I change B2B Accounts login email? Yes you can change a B2B account login email by updating the 'B2B Account Email' field within Zoho CRM and clicking the 'sync Account to B2B Portal' button. Q2. My customer has forgotten their password can I ...
How to customise your company's LogixOne B2B portal for zoho CRM.
You can customise the look and company information that your customers see when they access the LogixOne B2B portal. This can be achieved by accessing the 'B2B Portal Setup' module that is installed with inside LogixOne. The following can be ...
How to set up and manage Revenue Discounts for the LogixOne B2B portal.
Introduction Revenue discounts allow you to apply a total order value discount to your customer orders placed via the LogixOne B2B Portal for Zoho CRM. Revenue discounts can be applied on a per account basis. They are calculated based on the total ...
How to setup B2B Accounts within Zoho CRM
How to create LogixOne B2B accounts within Zoho CRM. LogixOne B2B portal uses the native 'Accounts' module within Zoho CRM to create LogixOne B2B portal accounts. It is in the Accounts record that you configure the following: NOTE: Configuring an ...