Organogram Extension For Zoho CRM

Installation Steps

Step One

Open the installed “Organogram Extension For Zoho CRM.” extension, you will get two options-

• I have agreed to the terms of services
• I authorize Organogram Extension For Zoho CRM to access and process my data as required.

Then click on “Continue.”

Step TWO

Next, you need to “Choose Users/Profiles.”
Select the appropriate option out of these three-

Then hit “Confirm.”

Step Three

Your Organogram Chart button will be visible in the Account Modules.

Step Four

Once you click on the Organogram Chart button, a  popup will appear, just like in the image below.

Step Four

Once you click on the Organogram Chart Right Side menu button, two buttons will appear, just like in the image below.