Popular Articles
Creating a Franchisee
On T2 Admin portal, Click the Zoho CRM icon on the top left. On the CRM Dashboard, Click the Franchisee tab on the top. Click the blue Create Franchisee button. Enter all required data on the Create Franchisee form. Enter all required data on the ...
Activating a T2 Admin Account
1. Open the welcome email and click the link to activate your account. 2. Create a password.
Creating a Vendor
1. On T2 Admin Portal, Click Zoho CRM icon. 2. On the CRM Dashboard, Click the three dots after the Franchisee tab and dropdown list should appear. 3. Click on the Vendor tab. 4. Click the blue Create Vendor button. 5. Enter data on the Create Vendor ...
Creating a Member
On T2 Admin portal, Click the Zoho CRM icon. 2. On CRM Dashboard, Click the Members tab on the top. 3. Click the blue Create Member button. 4. Enter all required data on the Create Member form. 5. Click the blue Save button once the form is complete.
Creating a Member's Assests
T2 Admin portal, Click Zoho CRM icon. On CRM Dashboard, Click the Member Assets tab. Click the blue Create Member Assets button. Enter all data on the Create Member Assets form. Click the blue Save button once form is complete.