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 ...
Zola Suite Support
If you are in need of any assistance or would like to submit feedback please contact our support team: General Support Phone: (855) 965-2360 Email: email@example.com Submit a Ticket from Help Center Submit a Ticket from Zola Suite - Zola ...
How Secure Is Zola Suite?
Zola’s experienced security team employs state-of-the-art technology to detect, investigate, and stop threats before they can impact your firm’s operations. Here are just a few ways we keep your practice safe 24/7/365: External Security Audit We ...
Does Zola Suite have a Client Portal?
Yes, we do have a secure client portal called Caseway. You can share Zola Suite Documents and Invoices with clients
How Do I Attach Documents to Tasks?
You can attach any Document that is currently saved within your Zola Suite account to your Tasks! To do so: Click on the 'Attach Zola Doc' tab Click on the 'Attach Zola Doc' link Select the Matter from the drop-down list and click on the checkmark ...