CBOS Fusion Overview

CBOS Fusion

CBOS Fusion’s integration with Zoho CRM creates an efficient communication channel between Zoho CRM and construction project lead providers (including Barbour ABI and CIS). This integration enables your team to access all their data in one place. Benefit from powerful filtering options, a two-way sync of your saved searches, and daily updates of deals in your Zoho CRM created from construction projects.

​ Key Features:

 

• Direct integration to construction data providers
• Daily update and sync of the Zoho CRM Deals created from construction projects
• Existing saved searches and favourite projects/companies available with two-way sync
• Location search, map, and table views

• Related Articles

• Logging into CBOS Fusion

  How to login into CBOS Fusion for first time Step by Step Guide After you have installed CBOS fusion, please liaise with the CBOS team to create your CBOS Fusion user profile. After this has been confirmed as completed, click into that tab in Zoho ...

• CBOS Fusion Project Conversion to Zoho CRM Deal

  Converting a single CBOS Fusion Project into a Zoho CRM Deal After navigating the sign on and search (either Map, List or Table View) and opening a Project of interest, click on the 'Create Deal' button in the top right-hand corner: Single Deal ...

• Setting Default Stage for Fusion

  When you have installed CBOS Fusion, you can set the default stage for newly converted Opportunities. To do this, you will need to go to the setup (spanner in the top right-hand corner). Click on the All under Marketplace. Then click into 'Installed' ...