Customizing Invitation Template

Once you have installed our CRM Extension, you can customize the email invitation to fit your brand and message. 

Start by going to Settings>Templates in Zoho CRM and choosing the New User Registration template. 

Once inside you can add additional elements and change the subject. 

 

Be sure not to change the URL after the "?", this will break the invitation process

To turn the invitation URL to a button

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