After setting up the subscription in Zoho Billing, the CRM must be updated.
For Platinum:
<ul>
<li>No tag&nbsp;needed. Check Active box under Company Information.</li>
</ul>
<img src="https://cdn.livechat-files.com/api/file/kb/file/1959b8f5-2aed-4d09-90b1-15128f6da1a4/9894cf0b8d-d21797ffaaa8543180b9.png">
<ul>
<li>Select desktop plan in the drop down under "software plan type" and which modules they are using under "features in use".</li>
</ul>
&nbsp;<img src="https://cdn.livechat-files.com/api/file/kb/file/1959b8f5-2aed-4d09-90b1-15128f6da1a4/379611c1ef-2dddd27fac0a7e191ecb.png">
<ul>
<li>Leave pertinent notes.</li>
</ul>
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After setting up the subscription in Zoho Billing, the CRM must be updated.

For Platinum:

 * No tag needed. Check Active box under Company Information.



 * Select desktop plan in the drop down under "software plan type" and which modules they are using under "features in use".

 

 * Leave pertinent notes.

 

 

 

 

Desktop Subscription Set Up in Zoho CRM