Time Tracker for Zoho CRM
Good Bye for manual paper timesheets! OAppS Time tracking extension automates the timer operations for Zoho CRM agents and logs it under activities & dedicated module. Zoho CRM business admin can do faster billing and payroll process using these reports.
1. Time Tracker for Zoho CRM extension enables timer option for Zoho CRM agents.
2. Agent can add description about their work/contribution.
3. Time along with description will be logged under Time tracking module and Activities module.
4. Timer log helps on faster reporting, billing and payroll process.
Prerequisite for Time Tracker for Zoho CRM Extension
1. Zoho CRM Account.
2. Zoho CRM – Canvas View for Leads / Contacts
Installation and Configuration of Time Tracker
Install the extension from Zoho CRM marketplace. And follow the below simple instructions to finish the setup process.
1. Click on enable button and subscribe to enable the extension for organisation users.
2. Successful enablement lands you in Zoho CRM Authorisation page.
3. Click on Complete Installation to finish the Installation process.
4. Go to Leads or Contacts module.
5. Click on any Leads and scroll down to the bottom of the page.
6. Click on ‘Create Custom Record Page’ button.
7. Create a custom Canvas View.
8. In Lead Detail view bottom page, click on Edit button.
9. In left Tab -> Under Related List -> Drag Time Tracker and Drop it on the Lead detail view page right top.
10. After enabling timer will be visible for Zoho CRM Leads / Contacts.
How to create Canvas View in Zoho CRM?
How to use the Time Tracker Extension for Zoho CRM?
After the successful installation and configurations the timer will automatically starts while opening the Zoho CRM Leads and Contacts. The agents time can be easily metered using this Timer logs.
Click on any Zoho CRM Leads or Contacts.
Right Hand Side, Time Tacking block will be there with running timer.
Once the task finished on the Zoho CRM Lead or Contacts the Zoho CRM agent should click on Log time.
CRM Agent can also add description about the task.
CRM Agent also Pause the timer for any interruption & Resume it.
These data will be saved under Time Tracking module.
Also the log time will be recorded under Activities.
How Time Tracker Extension helps on billing?
1. The tracked timer data will be listed under Time Tracker module.
2. Using this data Analytics can be created as per business needs and graphical data gives more insights.
3. Billing can be done using this exact insights.
All set go, install the extension and get back for any queries. Please feel free to reach us at
help@oapps.xyz
