Installation
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 ...
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' ...
Installation Instructions
Install