Zoho CRM Data Back up - what Information is saved
When you take a Data Backup, records from all the modules including Notes and Attachments will be sent to you in the CSV file format.
However, it is not possible to backup the workflow, email templates and alerts.
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 ...
Zoho CRM Customers
Please take a look at the following link to see some well known Zoho CRM customers: https://www.zoho.com/crm/customers/
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.