How To Setup RoloCRM

STEP 1:

Install and tap ‘GET STARTED’

Get Started

STEP 2 & 3:

Select ZohoCRM and tap on PROCEED

(Note: we have set this up with Zoho for your testing. We will be happy to add other accounts if you need)

Select Zoho and Continue

STEP 4 & 5:

Select crm.zoho.in and tap on CONTINUE

Select crm.zoho.in and Continue

STEP 6:

Enter Test Login and Password (Password provided on the permissions declaration form). These are the credentials for the test Zoho CRM account

Enter Credentials Given in the Permission Declaration Form

STEP 7:

Tap on Accept

STEPS 8, 9 & 10:

Allow RoloCRM to manage Calls and SMS messages