General
Can I change the 'Created date and time' of a record?
No. You cannot change the 'created date and time' details of a record as they are automatically updated.
How can I convert my personal account to a company account?
You can convert your personal account to a company account by adding more users. When you add more users, your single-user account gets converted to a multi-user account.
Can I change the 'Created date and time' of a record?
No. You cannot change the 'created date and time' details of a record as they are automatically updated.
Where can I check the storage space available in my CRM account?
You can check the storage space available in your CRM account by following the steps given below: Click Setup > Data Administration > Storage. In the Storage Usage page, you can see the file storage details and the storage details of individual ...
Can I change the username used to log in to Zoho CRM?
No, you cannot change the username in Zoho CRM. However, you can use your email address to log in to your CRM account and change your email address, if required.
What are Related Lists?
The Related Lists are records that are associated to the parent record. For example, an Account has Contacts, Deals, Notes, Open Activities and more associated to it. These associated records are the Related Lists.
How to change the role of the user?
You can change the role of the users by following the steps given below: Log in to Zoho CRM with with Administrator privilege. Click Setup > Users & Control > Users. In Users page, click on the user. In the user's details page, click Edit for the ...
How do I deactivate users in Zoho CRM?
You can deactivate users by following the steps given below: Log in to the Zoho CRM with Administrator privileges. Click Setup > Users and Control > Users. In the Users page, move your mouse pointer to the user that you want to deactivate and click ...
How can I delete the existing data and start with a fresh account?
You need to manually delete all the data in your account to start with a fresh account. You can also close the existing account and sign up for a new Zoho CRM account (Not Recommended). Note: If you close the account, you will be able to use the same ...
How can I set criteria for checkbox type fields?
While using the checkbox type field to set a criteria, you need to specify the value as True (for the checkbox to be selected) or False (for checkbox to be unselected). For example, you want to create a custom view that lists out all the contacts ...
Why am I unable to add a new user?
These might be the reasons why you are not able to add users in your account: You do not have sufficient user licenses to add more users. You are not the administrator in the organization. Only users with administrator privileges can add users. The ...
How do I change the role of the user?
You can change the role of the users with these steps: 1. Log in to Zoho CRM with Administrator privileges. 2. Click Setup > Users and Control > Users. 3. In the Users page, click the Edit link corresponding to the user you want to change the role ...
How do I change the profile of the user?
You can change the profile of the users by following these steps: 1. Log in to Zoho CRM with Administrator privileges. 2. Click Setup > Users and Control > Users. 3. In the Users page, click the Edit link corresponding to the user you want to change ...
Can I change the Name Format in Zoho CRM?
Yes, you can change the name format in Zoho CRM. Click Setup > Personal Settings. Go to Name Format. Drag and drop the fields to rearrange the format. The changes are saved automatically. This format will be applied for all users, leads and contacts ...
How do I print records in Zoho CRM?
In Zoho CRM, you can print the following: The list of all the records (Leads, Contacts, Accounts, Cases etc.) with some basic information from the list view. Each record with all the details related to the record. To print records Click the ...
How can I add users to my Zoho CRM account?
In Zoho CRM, only administrators can add users with the steps below: Click Setup > Users and Control > Users. In the Users page, click Add New User. In the Add New User page, enter the following details: First Name and Last Name - It is mandatory to ...
How to confirm my Zoho Account?
Once you register for any Zoho Service (Example: Wiki, CRM etc.), a verification email will be sent to your email address. Click on the access link provided in the email to confirm/authenticate your Zoho login details. Follow the steps given below to ...
Why am I unable to edit a Deal's stage?
If you are not able to edit a deal's Stage field value, it could be because the Probability field has been removed from the Deals module. A deal's Stage is defined by its Probability. For example, you have defined the stage 'Negotiation" by a ...
Why is the Merge Template Print option not available for certain modules?
The Mail Merge Templates option is restricted to Leads, Contacts, Accounts, and Deals. Email Templates are module-specific, that is, appear only if there are any email templates created for the module in question. Inventory Templates are restricted ...
Can I sort the order of Notes to have my most recent notes first?
Yes. You can sort the order of Notes either by listing "Recent First" or "Recent Last".
Can I host web forms in my server?
Yes, you can host web forms in your server.
How do I delete attachments to free up storage space?
When mails (with attachments) are sent using the email template, the attachment is counted only once for your storage, For example, if you send emails to 100 users, the document attached is not counted on your storage 100 times. Only the document(s) ...
Can I edit the email address of my users?
No, you cannot edit the email address of the users. The users have to edit their email address themselves. The users can change their email address by following the steps given below: Log in to http://accounts.zoho.com. In the Home page, click My ...
How can I group records?
In Zoho CRM, you can group records by creating a custom list view. Grouping records mean that you will have one field with the same value for all the records in a module. You can specify this as the criteria to create a custom list view. 1. Go to the ...
What happens when I deactivate a user?
When you deactivate a user: You stop that user from accessing their Zoho CRM account. You can use the same user license to create a new user. Note: When you deactivate a user, the user license is not canceled. You will be billed for the number of ...
While adding a user, I entered the wrong email address. How do I delete this and add the user with the correct email address?
You cannot delete the user in Zoho CRM. You can deactivate the user with the wrong email address and then add the user with the correct email address. Deactivating the user does not reduce your user license. Related Links Can I delete users from my ...
The administrator added me as a user, but I have not received any login credentials. How do I access my account?
When your Zoho CRM administrator adds you as a user to his/her account, an invitation email will be sent to the email address that was used for registration. Once you receive the invitation email, click the access link in the invitation email, 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 ...
I have a spreadsheet in which I suspect there are duplicate email IDs. Does Zoho CRM automatically prevent import of these duplicates?
No. Zoho CRM does not prevent duplicates during import if they are within your import spreadsheet. However, Zoho CRM provides duplicate check during import on email addresses with records that already exist in the CRM database. When this feature is ...
How can I change the Primary Contact that is used for all communications from Zoho CRM?
The primary contact is used for all transactions, bills, and communications from Zoho CRM. You can change the primary contact by following the steps given below: Log in to Zoho CRM with Administrator privilege. Click Setup > General > Company ...
I converted some leads to contacts by mistake. Is there a way to convert those contacts back to Leads?
No, you cannot convert contacts back to Leads. You can, however, use the Stage field in the Deals module to track those contacts that you want to convert back to Leads.
Can I customize the way leads are generated to suit different business models?
Yes, you can customize the way leads are generated depending on different business models and industries. Your leads are usually generated through different sources (advertisements, websites, trade shows and more). Customise your leads by creating a ...
I have lost both my user ID and password. How do I retrieve my login information?
Follow these steps to retrieve your user ID and password: In the Zoho-CRM Sign in page, click Forgot Password. The system redirects you to the Zoho Accounts page. In the Zoho Accounts page, specify the registered email ID as mentioned in Account ...
What does the Zoho Sheet View option do?
The Zoho Sheet View option lists records of a module in Zoho Sheet. Using this sheet view, you can view all the records and update them. You can make necessary changes to the records and save the sheet. On saving, the records are updated in your CRM ...
After receiving the invitation email, what steps should I follow to successfully join my company's CRM account?
When the Administrator in your Company's CRM account adds you as a user (invites you to join the company's account), an invitation email will be sent to you. All you need to do is follow the steps given below: Accept the invitation by clicking the ...
How can I search for records/information within Zoho CRM?
There are different search options available in Zoho CRM. They are: Search for records by Alphabets - Filters out records within a module by clicking the alphabet links on the top right corner in a module. This would take you directly to the matching ...
How can I sort the records alphabetically in a column?
You can list records alphabetically by following these steps: 1. Click the [Module] Tab. (For eg. Leads, Contacts, Accounts etc). 2. In the [Module] Home page, select the list view that you want to see. 3. Click on the Column heading and select ...
How can I delete the existing data in my Zoho CRM account and start with a fresh account?
You need to manually delete all the data in your account to start a fresh account. You can also close the existing account and sign up for a new Zoho CRM account with the same email address (Not Recommended). Related Link How can I cancel my Zoho CRM ...
Does Zoho CRM support Mac OS?
Zoho CRM is not an operating system based Software as a Service, like Mac or Windows. It is an online software and depends on the browser's capabilities. Zoho CRM supports the following browsers: Safari 7 and above Chrome 40 and above Firefox 38 and ...
How can I log in to Zoho CRM, if I had signed up through Google Apps?
You can log in to Zoho CRM using your Google, Google Apps, Yahoo, or Facebook account's log in credentials also. To login using any of these accounts, following the steps given below: Go to Zoho CRM website. Click Sign In. On the Sign In page, ...
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