Who are confirmed users in Zoho CRM?
New users who sign up for Zoho CRM receive an email to confirm their registration. Once they have clicked the link to confirm their accounts, they are referred to as Confirmed Users. Users have 30 days to confirm their account from the date of registration. Only a confirmed user can access the Zoho CRM account.
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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 ...
Adding G Suite Users to Zoho CRM
After creating a Zoho CRM account, users with the Super Administrator's privilege can add users from G Suite to Zoho CRM. By default, the system will assign the Manager role and Standard User profile to all the users. We recommend that you review and ...
How do I re-invite users who have not confirmed their accounts yet?
You can re-invite the user by following the steps given below: 1. Log in to Zoho CRM with Administrator's privileges. 2. Click Setup > Users and Control > Users. 3. In the Users page, select the user to be reinvited by selecting the corresponding ...
Why am I not able to see my Zoho Projects' users while associating a portal to my Zoho CRM account?
While associating an existing portal to your CRM account only active and confirmed users of your Zoho CRM account will be listed under the portal users section. You will not be able to associate the users who are part of Zoho Projects but not Zoho ...
Managing Zoho Mail Add-on Users
The Zoho Mail Add-on helps you to manage all the customer correspondence within your Zoho CRM account. It helps you to keep track of all the email communication between the customers and the CRM users. In addition to this, as an administrator, you ...