FAQ

FAQ

Q.1 What are the basic requirements for this extension?

To use our Deal to Project converter for Zoho CRM extension, you need to have an active Zoho CRM. 

Q.2 How much does the extension cost?

You will get the monthly subscription at $5 USD. We offers  10%  discount on yearly subscription and it comes  $54 USD only, for the whole year. 

Q.3 What are the basic features?

Some basic features of this extension are - 
  1. Transfers Zoho CRM Deals to Zoho Projects, both manually and automatically
  2. The option to create a template with Milestone, Task List, Task Prefix, and Task Suffix
  3. The option to select the Project Name from the CRM Deal's field
  4. The option to create a Project Trigger List with multiple Condition Strings

Q.4  Can I try out before I pay?

Yes, you can test out Deal to Project converter for Zoho CRM with a FREE 15-day trial

Q.5 How do I install the plugin?

It is very simple, just follow our installation instructions and start Deal to Project conversion within a few minutes. For any further assistance email us at  extension@oscillosoft.com.au

Q.6 I've installed the plugin, does it still need any setup or specific settings?

Yes, there is a few simple settings. See our detail Setup instructions.

Q.7  I've installed the plugin but how do I use it ?

Please check our user guide  here .

Q.8 What are process of getting help if I face any problem during use it?

For any further help or assistance you can reach us at  extension@oscillosoft.com.au

Q.9 Is support cost us?

No, it is completely free of cost.

Q.10 May we have free support on trial period?

There is no cost needed for extension-related support at all. You can reach us whenever you need at  extension@oscillosoft.com.au

Q.11 Do I need to worry about CRM version compatibility?

For this plugin the compatible CRM versions are
  1. Professional
  2. Enterprise
  3. CRM Plus
  4. Zoho One
  5. Ultimate

Q.12 How do I buy my subscription plan?

You can buy the plugin from Marketplace. Please check  this article .

Q.12 How do I cancel my subscription plan?

Cancellation process is very simple. Please check  this article .

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