What is the Customer Portal?
The Customer Portal is a self-service portal that you can use to manage your subscriptions, pay for invoices, update your information, and much more. The customer portal is a fully secure environment for subscriptions and payments.
To access it, you have two options:
Enter your email and password that you registered
2) go to settings and then click on "Manage Subscription.":
When you click on "Go to Zoho Customer Portal," the system asks for your email and password.
On both options, after you enter your email and password, you will be redirected to the main page of the Customer Portal:
Here you have a summary of your subscription:
- Outstanding Invoices;
- Available Credits;
- The last payment you made;
- Your company billing details;
- Our contact information.
To learn about the menu options in the customer portal, go to:
How to activate the customer portal ?
Once you activate your subscription, you will receive an email to set up your password and activate the customer portal: Once you click "Accept Invitation," you will go to the page to define your password: Choose your password, and ...
How do I cancel my subscription?
You cancel your subscription anytime. To do that, go to Settings --> Manage Subscription: Click "Goto Zoho Customer Portal," enter your email and password for the portal: on the portal, click "Subscriptions": Click on the Subscription you want to ...
How to subscribe to Conpulse?
Once your trial period is over, you will need to subscribe to the paid service to continue using the tool. To do that, you have to click the "Manage Subscription" link in the banner on the top of the screen: You will be redirected to the manage ...
How to start a trial on Conpulse?
The trial period of Conpulse allows you to test the tool with almost real data, where you can see how the platform works and see all the reports with valuable data. Some features are only available when you subscribe to Conpulse Add new users from ...