How can I validate phone number format in Zoho CRM?
Currently you cannot validate the phone number format. This will be possible very soon. You can, however, limit the number of characters using validation rules.
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There is no click-to-call phone icon beside the phone number in the Lead/Contact Details page. Why?
If you do not see the click-to-call phone icon next to the phone number in your Leads/Contacts details page, it could be because RingCentral has not integrated with Zoho CRM correctly. Follow these steps to rectify it: Disable the RingCentral ...
I am unable to create new CRM organizations. Why is this?
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 ...
Can I invite a CRM Plus or Zoho One account user to join a CRM org? How many Zoho One accounts can they be part of?
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 ...
FAQs on Reports
1. What are reports in Zoho CRM? As an organization, the more you grow, the more complex your data becomes. This data holds powerful information about your customers, employees, profit, sales, opportunities, and other aspects of your business. It is ...