How do I change the wording of the Contact Roles in Zoho CRM?
To change the wording of the Contact Roles in Zoho CRM follow the steps below:
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Deleting a Zoho CRM Account
There are several steps to go through in order to delete a Zoho CRM account. Please refer to the link below from Zoho's user guide for more details. https://help.zoho.com/portal/kb/articles/how-can-i-delete-my-zoho-crm-accountZoho CRM Licenses and Feature Comparisons
You can check out a complete feature comparison here for each license available for ZOho CRM: https://www.zoho.com/crm/comparison.htmlDo emails in Zoho CRM show against the sale you are working on as well as the Contact?
In Zoho CRM, after the email integration is done, the emails sent and received from a Contact will be listed under the emails section of the Deals, that are associated to the Contact. This is the behaviour and this will happen for both POP and IMAP ...How do I Change the Super Admin of a Zoho CRM Account?
The primary contact is used for all transactions, bills and communication from Zoho CRM. You can change the primary contact by following the steps given below: Log in to Zoho CRM with Administrator privileges. Click Setup > Organization Settings > ...How do I invite a new user to the CRM portal?
Add the user to the CRM portal then follow the steps below: Setup Users and Control > Users Click the user in question Click the green 'Reinvite' button in the top right of the user details screen The user will then receive an invitation email. They ...