How do I set up my Zola Suite SMS notifications?
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 ...
Set Up Text Reminders
Did you know that some of the leading time-management gurus recommend that you schedule time to read and respond to emails? While we highly recommend this strategy, it won’t work if your calendar and task reminders are sent via email. How effective ...
Experiencing degraded performance in Zola Suite?