Initializing Zoho Secret Transaction

Pre-requisites

❖      Contact ‘Email’ field is filled in

❖      Contact ‘Mobile’ field is filled in.

❖      Contact ‘Mailing Country” field is filled in. (if no mailing country is selected then by default Australia (+61) phone code will be selected.

 There are two ways in which the CRM user is able to trigger the OscilloVault functionality for the contact.

1. Through the Contacts module
   
   Fig : The Contacts module

2. Through the Deals module
   
   Fig : The Deals module

➢      Once the button ‘Request Vault Password’ is clicked then that will initiate an email to be sent to the Associated Contact, and begin the workflow.

➢      Once clicking on ‘Request Vault Password’ the system user will receive the following message:

Fig : Message Content

➢      The Contact will receive the Following Email:

                   Fig : Email template

➢      They will be instructed to click on the provided url link.

 OscilloVault Login Page

➢      Once clicking on the link in the email, they will be redirected to the OscilloVault Main Page

Fig : OTP verification form 1

➢      The contact will need to verify that it is the correct person by selecting ‘Send Code’, the contact will receive a 6 digit code via SMS so that they will be able to verify. The phone number is based on the Contact “Mobile” field in the crm record.


Fig : OTP verification form 2

OscilloVault Add Password Page

➢      Once arriving on this page, the contact can now place their Secrets. The Contact can have a maximum of 5 secrets at one time, through the ‘Add Another Secret’ button.


Fig : Add Password to Vault

➢      Once the contact has pressed the submit button, they will be given the option to proceed OR to stay on the current page.


Fig : Done button after adding all the secrets

➢      One they press ‘Done’ the encryption process will start.


Fig : Running Encrypting secret

OscilloVault Finalisation Page

➢      After the Encryption is completed, the confirmation page will show up for the Contact, on this page they can either close the page, or ‘Request a New Link’ which will send an email to the CRM user, notifying them to send another zoho vault link to the current contact.


Fig : Finalisation page

➢      An Email will Go to the CRM user notifying them that the secret has been added.


Fig : Email sent to CRM user

Request A New Link

If the Contact, select the button “Request A New Link” an email will be sent to the CRM user, notifying them to initiate the process again for the current user.


Fig : Email alert for new request

Zoho Vault portal: 

When the contact receives the confirmation message, the secret will show up in the folder ‘OscilloVault Standard’, from there the Zoho User can use the credentials to access the necessary sites/applications.


Fig : Zoho Vault dashboard