After receiving the invitation email, what steps should I follow to successfully join my company's CRM account?

After receiving the invitation email, what steps should I follow to successfully join my company's CRM account?

When the Administrator in your Company's CRM account adds you as a user (invites you to join the company's account), an invitation email will be sent to you. All you need to do is follow the steps given below:

  1. Accept the invitation by clicking the Access link sent in the invitation email.
  2. In the Signup page for Zoho CRM, fill in your details in the form to sign up with Zoho.
    If you already have a Zoho account, you will be automatically logged in to your newly created CRM account which is associated to your company's CRM account.
  3. In the Account Confirmation page, click Continue Signing in.
  4. After you sign in, you will receive a Confirmation email to your email address. You need to click the confirmation link within 7 days to confirm your email address.

Notes:

  • While clicking the access link, make sure that you (or any other users) are not logged in to another Zoho account in the same browser.
  • In case you are unable to log in after clicking the access link, you need to ask your administrator to re-invite you. See Also Re-invite Users.
  • If your administrator re-invites you, the access link in the email invitations that were sent earlier will become invalid.

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