Where can I mention users across Zoho CRM?

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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 ...

• How do I mention users, groups and roles in my status update?

  You can mention users, groups and roles by typing @ before the name of the user, role or group. For example: @Cindy. As you type the name, Zoho CRM displays a list of suggestions from which you can also choose the suitable name.

• I am unable to create new CRM organizations. Why is this?

  In the following cases, you will not be allowed to create a new organization: If you are already associated with 10 org accounts.  If you are a Super Admin in five org accounts. You can be associated with up to five more accounts through invitation ...

• Can I invite a CRM Plus or Zoho One account user to join a CRM org? How many Zoho One accounts can they be part of?

  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 ...

• 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 ...