How do I share records in the Free Edition?
In Zoho CRM, you can share data with other users in the Free Edition by assigning individual records to different users. You can also change the Record Owner using these steps:
- Click the [Module] Tab. Let's say Contacts.
- In the [Module] Home page, select the record.
- In the [Module] Details page, take one of these steps:
- Click the [Record] Owner name.
- In the pop-up window, select the owner you want from the list, and then click Change.
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I am subscribed to the Free edition of CRM, can I send mass emails?
No, mass email is only available in the paid editions: Standard, Professional, Enterprise, and Ultimate. Mass emails can be scheduled in the Professional, Enterprise, and Ultimate editions of CRM. In the Standard edition, you can send 250 mass emails ...Is the Free edition of Zoho CRM the same as the free trial?
No. The free version of Zoho CRM is an independent edition that offers critical features that are ideal for small businesses which can support up to three users. This edition includes: Leads, deals, and contact management Tasks and events ...Can some users have the Free Edition and the others have Paid Editions?
If some users of an organization are using the Free Edition, all the other users will also be signed in to the Free Edition.When I upgrade from the Free Edition, what happens to my existing customization?
When you upgrade from the Free Edition, your existing customization remains intact. You need not customize from scratch.If I am in the Free Edition, how many API requests can I make per day?
In the Free Edition, you can make a maximum of 1000 requests/day/organization. View details of API Limits for other editions.