FAQ

FAQ

Q.1 What are the basic requirements for this extension?

To use our Deal to Project converter for Zoho CRM extension, you need to have an active Zoho CRM. 

Q.2 How much does the extension cost?

You will get the monthly subscription at $5 USD. We offers  10%  discount on yearly subscription and it comes  $54 USD only, for the whole year. 

Q.3 What are the basic features?

Some basic features of this extension are - 
  1. Transfers Zoho CRM Deals to Zoho Projects, both manually and automatically
  2. The option to create a template with Milestone, Task List, Task Prefix, and Task Suffix
  3. The option to select the Project Name from the CRM Deal's field
  4. The option to create a Project Trigger List with multiple Condition Strings

Q.4  Can I try out before I pay?

Yes, you can test out the Deal to Project converter for Zoho CRM with a FREE 15-day trial! 

Q.5 How do I install the plugin?

It is very simple, just follow our installation instructions and start Deal to Project conversion within a few minutes. For any further assistance email us at  help@saasplugin.com.au

Q.6 I've installed the plugin, does it still need any setup or specific settings?

Yes, there is a few simple settings. See our detailed Setup instructions.

Q.7  I've installed the plugin but how do I use it?

Please check our user guide here.

Q.8 What is the process of getting help if I face any problem during using it?

For any further help or assistance, you can reach us at  help@saasplugin.com.au

Q.9 Is support cost us?

No, it is completely free of cost.

Q.10 May we have free support on the trial period?

There is no cost needed for extension-related support at all. You can reach us whenever you need at help@saasplugin.com.au

Q.11 Do I need to worry about CRM version compatibility?

For this plugin the compatible CRM versions are
  1. Professional
  2. Enterprise
  3. CRM Plus
  4. Zoho One
  5. Ultimate

Q.12 How do I buy my subscription plan?

You can buy the plugin from Marketplace. Please check  this article .

Q.12 How do I cancel my subscription plan?

Cancellation process is very simple. Please check this article.


    • Related Articles

    • FAQ - Zoho CRM 2 Canvas

      Here is a handy FAQ that we've created to handle some common queries and issues. Hopefully, you will discover the answer to your questions here. Q1. What are the basic requirements for this extension? In order to use the Zoho CRM 2 Canvas extension, ...

    • FAQ - Blackboard LMS for Zoho CRM

      Q1. What are the basic requirements for this extension? In order to use the Blackboard LMS for Zoho CRM extension, you will need - An active Zoho account An active Blackboard account Q2. What is the price of the Blackboard LMS for Zoho CRM extension? ...

    • FAQ - AFEX Global Payments

      Here is a handy FAQ that we have made to address some common questions and issues. Hopefully, you find the answer to your questions here. If this FAQ doesn't provide you with a solution, please email help@saasplugin.com.au with your issue. Providing ...

    • Burst SMS FAQ

      Here's a handy FAQ that we've made to address some common questions and issues. Hopefully you find the answer to your questions here. We do not provide phone support for the Burst SMS Extension. If the FAQ does not answer your question and if you are ...

    • FAQ - ZohoCRM 2 Xero

      If this FAQ doesn't provide you with a solution then please email with your issue. Providing the following along with your problem will place us in the best possible position to help you. Description of the error Screenshots of the error and/or ...