How Do You Set Up and Use Zoho CRM’s Client Portal for External Collaboration?
The Client Portal allows customers, vendors, or partners to view and interact with CRM records you share with them—such as quotes, tickets, or projects.
Enable Portal Access:
Go to Setup → Channels → Portals → Create a new portal (e.g., “Customer Portal”).
Define Modules and Permissions:
Choose which modules to expose (e.g., Deals, Quotes, Cases).
Set permissions for viewing, editing, or uploading documents.
Invite External Users:
Add portal users via email and link them to their contact records in CRM.
Customize the Portal:
Add your company logo, colors, and welcome message for a branded experience.
Why This Workflow Matters:
The Client Portal reduces back-and-forth emails, improves transparency, and lets external stakeholders self-serve information securely and efficiently.
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