First Steps
Installing Wordpress
Before you can install the ZPortals plugin you need to install and set up Wordpress. Most hosting companies offer a 1-Click installation, however not all do. Here are the various different ways to get started with Wordpress: Domain vs Sub Domain We ...
Obtaining a License Key
Log into your account at https://zportals.com/client-portal (if you have not signed up for an account yet do so here) Once you are logged in: If you have not yet started your free trial go to My Plan> All Subscriptions and choose Start Now under the ...
Requirements for ZPortals
In order to set up and use ZPortals you will need to have the following: Paid Version of Zoho CRM (Zoho One, Standard, Professional, Enterprise, Ultimate, CRM Plus) Wordpress 5.7 (Installing Wordpress) PHP 7.4 or higher No duplicate Contacts in CRM ...