Can I make payments using my Amex card?

• Related Articles

• How do I make outbound calls using Zoho CRM?

  Your Zoho CRM account must have the telephony integration in order to make outbound calls. Calls can be made for the Leads, Contacts, Accounts or any custom modules (with Phone field) in Zoho CRM.  To make an outbound call: Click on the module ...

• How to update my Credit Card information?

  As part of your Zoho CRM service subscription, you can update your credit card information periodically. Note that your credit card details are not stored anywhere in our applications. The details you provide are secured and authenticated by ...

• Using Territories

  Understanding Territory Management Using Territory Management, you can segment accounts, contacts and deals into territories. You can build a territory hierarchy by creating territories and sub territories. You can define criteria for each of these ...

• Business Card View

  The Business Card view in Record Details page gives a quick preview of details like record owner, email address, phone number etc. Sometimes, agents may need to lookup for more information in the business card while they are on a call with a customer ...

• Will a duplicate lead/contact be added in CRM through the Card Scanner App?

  If the lead/contact already exists in CRM, then while saving the record in the Card scanner app you will be prompted to merge the records.  Also, note that email address is considered as an unique field by default, so the records will be skimmed for ...