Horje
The plugin utilizes data directly from the Zoho CRM and allows the user to pick and choose which data is visible on your website Wordpress Tutorial

Noted That:

  • To install correctly this catalyst-connect-client-portal.zip .
  • Fisrt Download the catalyst-connect-client-portal.zip to your computer
  • Extract/Open catalyst-connect-client-portal.zip to Your Computer.
  • Then, Find readme.txt file inside catalyst-connect-client-portal.zip and Open readme.txt .
  • Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
  • Then, Follow the Tips Below.

Start the Tips:

1. First Download " catalyst-connect-client-portal.zip " Plugin to your Local Computer. (Click Download)

2. Then, Login to your " yourdomain.com/wp-admin " Dashboard.

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3. Then, Click on " Plugins " + " Add New " from left sidemenu of Dashboard.

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4. Now, Click on "Upload Plugin" button.

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5. Now, Browse " catalyst-connect-client-portal.zip "  Downloaded plugin from your computer, Where you downloaded catalyst-connect-client-portal.zip According to Step – 1 Above then, click on " Install Now"

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6. Now, Click on " Active Plugin"

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7. Then, See left sidemenu. " Catalyst Connect Zoho CRM Client Portal " folder is added on left sidemenu. Now, Click on " Catalyst Connect Zoho CRM Client Portal " folder.

   Noted that: If you do not see " Catalyst Connect Zoho CRM Client Portal " folder on left sidemenu then, see at left sidemenu " Settings " or " Tools ".

8. Now you configure yourself oR Watch video tutorial below about  Catalyst Connect Zoho CRM Client Portal Configurtions and Settings or How to work " Catalyst Connect Zoho CRM Client Portal " in your WordPress site.

 

oR

After Activated Plugin According to Step-6 then,

  1. Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
  2. or Direct go to: https://yourdomain/wp-admin/plugins.php
  3. Then, Find " Catalyst Connect Zoho CRM Client Portal " Activated Plugin from Plugin List.
  4. Then, Click on " Settings " from Plugin that is Catalyst Connect Zoho CRM Client Portal
  5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,
WP Plugin Setting



Guide
  1. Upload the plugin files to the /wp-content/plugins/plugin-name directory, or install the plugin through the WordPress plugins screen directly.
  2. Activate the plugin through the ‘Plugins’ screen in WordPress.
  3. Go to the new menu item labeled “Client Portal”.
  4. Follow the steps outlined on that page in order to connect the plugin with your Zoho CRM account.

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Read Article
https://develop.horje.com/learn/1434/reference

 

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