How do I set up my Zola Suite SMS notifications?
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 ...
How Do I Change My Zola Suite Username?
If you would like to change the email address that you log into Zola Suite with, which will also be the email that any Zola Suite notifications will be sent to, please follow these steps: Go to My Settings In the box labeled 'Username', you can edit ...
What Types of Email Accounts Does Zola Suite Support?
Zola Suite's email client is designed to work best with G Suite accounts and Office 365 account through Microsoft. We are able to connect with other accounts via IMAP, but this is not recommended. Learn how to set up your email account in Zola Suite
Experiencing degraded performance in Zola Suite?