Zoho CRM Customers

• Related Articles

• 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-account

• Zoho 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.html

• 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 ...

• Integrating Multiple Zoho CRM Portals to a Single Zoho Campaigns Portal

  You can integrate more than one CRM account in Zoho Campaigns and sync the Leads / Contacts to Zoho Campaigns. In Zoho Campaigns, go to Settings >> Integrations >> Zoho CRM >> Add another account.

• 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: