How can I convert my personal account to a company account?
You can convert your personal account to a company account by adding more users. When you add more users, your single-user account gets converted to a multi-user account.
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How do I configure my company or personal email account inside CRM?
You can configure your company or personal email account inside CRM through these steps: 1. In Zoho CRM, click Setup > Channels > Email. 2. In the Email Settings page, choose one from the Popular IMAP Email Integrations. 3. Enter the Name, Email ...
Can I convert a Sales Order to a Purchase Order?
No, you cannot convert a sales order to purchase order. You are allowed to convert a sales order to Invoice. Read more about how to convert a sales order to invoice.
Marking Personal Fields
GDPR defines personal data as any information relating to an identified or identifiable natural person (i.e. the data subject). There is a wide range of personal data that includes email addresses, location, mobile numbers, identification numbers, ...
Why isn't the Delete CRM Account option available in the Company Details page?
This "Delete CRM account" option will be displayed only for the CRM Administrators. In order to delete the CRM account you must make note of the following two points: Downgrade edition: If you are subscribed to the paid edition then you have to ...
Manage Company Details
There are certain organization specific details, which help differentiate one organization from another. Zoho CRM recommends Users with Administrator's privilege to customize these company specific details, so that all users under an ...