Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations who maintain different CRM accounts to manage their business, such as a franchisee or a subsidiary. The ...
In the following cases, you will not be allowed to create a new organization: If you are already associated with 10 org accounts. If you are a Super Admin in five org accounts. You can be associated with up to five more accounts through invitation ...
No. The default fields (system defined fields) cannot be renamed in Zoho CRM. However, you can hide the unwanted fields and create custom fields as per your requirements. Related Links Can I remove certain fields that I do not require? How can I add ...
Yes, a CRM user can be invited to a CRM plus or Zoho One account. You must consider the following points: A CRM user can be part of 9 CRM Plus accounts through invitation. A CRM user can be part of 1 Zoho One account as an internal user. Whereas, the ...
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 ...