When I upgrade from the Free Edition, what happens to my existing customization?

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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 ...

• Copying Customization

  Bigger organizations with multiple branches or services may require multiple CRM accounts to operate across the org. However, the core requirements remains the same for each CRM. Hence companies do not want to waste time cutomizing each CRM account ...

• 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 ...

• Troubleshooting Module Customization

  Troubleshooting Modules and Fields 1. Why does the editor go from top to bottom instead of left to right when I click the Tab key while creating or editing a record? The order depends on the Tab Order Preference set by the Admin for each particular ...