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 new organization account that is created will always be set to the Enterprise trial edition by default. The administrator must upgrade to the required subscription before the trial ends. A user can be part of orgs that are in different editions.
The user licenses must be purchased separately for each account. Read more about purchasing users licenses.
To create multiple organizations
- Log in to your CRM account with administrative privileges.
- Click the profile icon in the top-right corner.
- In the profile pop-up, click the arrow next to the company name and click Manage.
- In the Organization Listing page, click Create New Organization.
- Enter the organization details: company name, access URL, time zone, etc.
- Check Load sample data, if needed.
This will populate some sample data in this new organizational account for you to work with and explore the CRM features. - Click Create Organization.
You will be redirected to the CRM account of the new organization.
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