How To Install

How To Install

Installing the Identify Duplicates for Zoho CRM extension is a straightforward process that enhances your CRM's functionality by helping you manage duplicate records effectively. Follow these steps to install the extension:

  1. Access Zoho CRM Marketplace:

    • Log in to your Zoho CRM account.
    • Click on the Setup icon (usually represented by a gear) in the top-right corner.
    • In the Setup page, navigate to Marketplace under the Developer Hub section.
    • Click on All to view all available extensions.

  2. Find the Extension:

    • In the Marketplace, use the search bar to type "Identify Duplicates for Zoho CRM".
    • From the search results, click on the extension to view its details.

  3. Initiate Installation:

    • On the extension's detail page, click the "Buy Now" button.

  4. Agree to Terms of Service and Authorize the Extension:

    • A window will appear displaying the terms of service and extension authorization checkboxes.
    • Read through the terms, select both checkboxes and then click Continue.



  5. Give Extensions Access to Users or User Profiles:

    • You will be prompted to select between:
      • Install for admins only: Only users with the Administrator profile will have access.
      • Install for all users: All CRM users will have access.
      • Choose profiles: Select specific user profiles that should have access.
    • Make your selection and click Confirm.



  6. Authorize the Extension:

    • After installation, you may need to authorize the extension to access your CRM data.
    • Click Authorize and follow the prompts to grant the necessary permissions.






By following these steps, you'll successfully install the Identify Duplicates for Zoho CRM extension and being to enable efficient management of duplicate records within your CRM system.



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