I run a SaaS business that sells subscriptions to schools, and also sell advertising space on my app. How can I set up main and sub accounts inside the CRM to get a complete picture of what businesses advertise on the main school account?
I run a SaaS business that sells subscriptions to schools, and also sell advertising space on my app. How can I set up main and sub accounts inside the CRM to get a complete picture of what businesses advertise on the main school account?
You can use multi-page layouts to have different databases of a CRM account in different layouts. You can also generate reports for this.
The storage space in Zoho CRM is divided into two categories: Data and File for a clearer representation. These categories are further classified into Storage and Usage details. Data storage It is the total space occupied by the records in the ...
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 ...
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 ...
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 ...
No, you can sync only one google contact folder with one CRM account. The folders that are already associated with CRM accounts will be greyed out (screen below).