In the Free Edition, every user I add has the Administrator Profile. How can I change that?
In the Free Edition, only the Administrator profile and CEO role are available. You cannot change the role and profile of the users. You can create profiles and roles only in the Professional, Enterprise Editions and above.
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How do I change the profile of the user?
You can change the profile of the users by following these steps: 1. Log in to Zoho CRM with Administrator privileges. 2. Click Setup > Users and Control > Users. 3. In the Users page, click the Edit link corresponding to the user you want to change ...
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 ...
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, ...
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 ...
How do I change the role of the user?
You can change the role of the users with these steps: 1. Log in to Zoho CRM with Administrator privileges. 2. Click Setup > Users and Control > Users. 3. In the Users page, click the Edit link corresponding to the user you want to change the role ...