Can I undo the 'delete user' action?
No. Once you delete a user, he/she will no longer be a part of Zoho CRM. You cannot undo this action. If you are not sure that you want the user deleted, you could make the user inactive instead of deleting him/her altogether. Note that a user deleted is only deleted from Zoho CRM, but can still access other Zoho services from the email address.
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Can I delete a sales pipeline?
Yes, you can delete a pipeline. Deals that are closed will be kept in the deleted pipeline and will not be transferred to a different pipeline.
When I delete a user, what happens to the records owned by the user?
The records owned by a user you have deleted remain in Zoho CRM even after you delete them. You can transfer their records at any time. But we strongly recommend that you mass transfer the records to a new owner before you delete them. See also: How ...
How can I delete my Zoho CRM account?
There are multiple stages in deleting a Zoho CRM account. To delete individual users with the CRM account, you can follow these steps to delete them from Zoho CRM: 1. Go to Setup > Users and Control > Users. 2. Click the user you want to delete. 3. ...
Customizing the User Layout
Zoho CRM allows you to customize the layout where you fill a user's details. Usually, while adding a user in Zoho CRM, you will be prompted to add basic information such as name, email address, role, profile, etc,. You can customize this default user ...
What is the purpose of Assign Task under Action on approval?
When the Assign Task option is selected under Action on Approval, a task is created for the approver. The task acts as a reminder for the user to check the records submitted for their approval. Once he/she approved/rejected the record, the same task ...