Can I change the portal associated to my CRM account?

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• What happens if I change the portal associated to my Zoho CRM account?

  A portal associated to your CRM account can be changed by a CRM user with administrative privileges. However the integration stops working on changing the portal. If you are changing the portal owner or regenerating the ZSC Key for security reasons, ...

• Can I select an org if I install an extension from CRM Marketplace?

  Yes, if you are part of more than one organization then while installing an extension from the CRM Marketplace you can select the org account to which the integration should be installed. Find below the behavior of multiple org accounts and ...

• How can I change the Projects Portal associated with Zoho CRM?

  There may be instances in which you may have to change the Portal associated with Zoho CRM. The only way to do so is to deactivate the current Portal and associate the new Projects portal. The association of projects under the old portal will be ...

• Can I sync one google contact folder with multiple CRM accounts?

  No, you can sync only one google contact folder with one CRM account. The folders that are already associated with CRM accounts will be greyed out (screen below).

• How can I switch between organizations from a CRM Plus account?

  You can switch between organizations in your CRM Plus account. Login to your CRM Plus account. Go to the profile icon and click Manage Organizations. You will be redirected to the organization listing, where you can choose the org accounts. Note: You ...