Changing the wording of the Contact Roles in Zoho CRM
To change the wording of the Contact Roles in Zoho CRM, please follow the steps below:
Related Articles
Zoho CRM License Feature Comparison
You can check out a complete feature comparison here for each CRM license available: https://www.zoho.com/crm/comparison.htmlHow to Delete Users and a CRM Account
There are multiple stages in deleting a Zoho CRM account. To delete individual users with the CRM account, you can follow these steps to delete them from Zoho CRM: 1. Click Settings > Setup > Users and Control > Users. 2. Click the user you want to ...How to delete a DUPLICATED CRM setup
Sometimes users 'sign up' to Zoho CRM rather than accepting invites to the organisational CRM. When this happens that user needs to delete their instance of Zoho CRM and then re-accept the invite to join the organjisational CRM. Login to crm.zoho.com ...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.