When will an awaiting contact turn active?
We send a confirmation link to the email address provided for double opt-in confirmation. Clicking the confirmation link will turn the contact active.
Related Articles
What does an awaiting contact mean?
Subscribers who opt-in for your email list through the signup form, but are yet to confirm subscription is an awaiting contact.
Associate Contact
You can create a 360-degree view of the contact to display all the associated details, such as potentials, trouble tickets, open activities, history of the completed activities, attachments, and notes. In the Contact Details page, you can update the ...
Contact Assignment Rules
Assignment rules help you automatically assign the records to users in CRM. The assignment rule is applicable only for the leads, contacts, cases and records in custom modules that are imported or the ones that are captured through web forms. Based ...
Will I need to download the software onto my computer?
You don’t have to download anything to use Integrate Tax. Wherever you have a computer with internet access, sign in and enjoy full access to all of your clients and cases. Enjoy the benefits of a secure, reliable cloud based software.
Import Lead and Contact from Address Book in iPhone
You can import the leads and contacts from your iPhone Contacts to Zoho CRM, one record at a time. To import a lead or contact Go to Leads/Contacts module. Tap the Add Record icon. Tap Import from Address Book. In the All Contacts screen, select the ...