What will happen if I change the email address of a Lead or Contact in CRM?
If you change the email address of a Lead or Contact in CRM, the previously fetched emails (with the old email address) will not be available in CRM. Only the new emails (with the new email address) will be fetched in CRM. If you had enabled the email sharing option earlier, that option will get disabled. You have to enable the email sharing option again for that particular lead or contact. The older emails will however be available in Zoho Mail.
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Which edition will the new CRM account be subscribed to?
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 ...
Will a duplicate lead/contact be added in CRM through the Card Scanner App?
If the lead/contact already exists in CRM, then while saving the record in the Card scanner app you will be prompted to merge the records. Also, note that email address is considered as an unique field by default, so the records will be skimmed for ...
How are Leads, Accounts, Contacts, and Deals associated in a sales process?
Lead refers to the information of an individual or representative of an organization, collected from various lead sources like trade shows, seminars, advertisements and other marketing campaigns. In Zoho CRM, you can manually enter leads, import ...
Can I sync one google contact folder with multiple CRM accounts?
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).
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 ...