How Do I Set Up My Zola Suite SMS Notifications?
Entering your personal cell phone number in your "My Settings" allows you to opt into text notifications for Events, Tasks, and Caseway Documents.
text box and enter your number.
Who Will the New Lead Notifications Be Sent To?
Each time a new Leads come into the CRM, there will be an Email notification sent top anyone in the firm you choose to notify. This can be set up in Firm Settings. Go to Firm Settings Select CRM Options. Under the section, Notified Users for Form ...
How Do I Install the Zola CRM Web Form on My Wordpress Website?
Zola CRM will allow you to manage your leads. One way that leads can enter your funnel is from your website Zola CRM has the ability to capture web form data and place it into the CRM seamlessly using Gravity Forms as the web form creator and our ...
How Do I Set up Opening Balances in Zola Suite?
Zola Suite has built in accounting to track all your accounts and provide reports. Before you begin recording transactions in Zola Suite, you will want to bring over your books by recording opening balances. Before you begin, make sure that your ...
Does Zola Suite Offer Data Migrations?
If you'd like to have your data imported into Zola Suite you can fill out our Data Migration Request Form or navigate to the Calendar section. Click on "Import" to top of the page and click on "Import Request". You will first need to export your ...
What Types of Email Accounts Does Zola Suite Support?
Zola Suite's email client is designed to work best with Gmail/G Suite accounts and Office 365 accounts through Microsoft. Zola Suite is able to connect with other accounts via IMAP, but this is not recommended. Learn how to set up your email account ...
Experiencing degraded performance in Zola Suite?