Initiate your AI journey by tagging your account, a straightforward process that unlocks access to the AI's capabilities tailored for Zoho CRM. Log in to your Zoho account with Super Admin privileges to initiate the tagging process. This is the first move towards your Zoho experience with Marvin.

Hover over the product you wish to select and check the box or click the 'change of partner' button to make your choice. It's a simple action that sets the stage for Marvin's integration.

Click the 'TAG your Partner' button to proceed to the next phase. This action confirms your product selection and takes you one step closer to partnership benefits

Type "MARVIN" into the partner code field, all in capital letters. If prompted, provide a reason for the change, such as "Working with a new partner," to validate your request.

Submit your request to officially nominate Marvin as your Zoho partner. This step is crucial for activating the array of features awaiting you.

Enter you contact details and look out for an email from MFORZ, which will include an invitation to access the Marvin portal. This portal will be your hub for all Marvin-related information and tools, completing your setup process.