How to delete an Individual Zoho CRM account
Often your users can't login to Zoho CRM because they have created their own personal zCRM account so they need to delete that personal account before they can join the company CRM account. Use these steps top do os:
1. Click Settings > Setup > General > Company Details.
2. At the bottom of the Company Details page, you will see the Delete CRM account link. Click the link to close the CRM account.
3. You will see a dialog box with a message asking you if you want to go ahead and delete the CRM account.
4. Click Delete to close your Zoho CRM account.
Once the user has deleted their personal zCRM account, send them an invite from the company zCRM account.
Introduction to the LogixOne B2B Portal for Zoho CRM
The LogixOne B2B portal for Zoho CRM is designed to enable your wholesale customers to place sales orders at agreed pricing directly into your Zoho CRM and Zoho inventory environments. The three videos below detail the features and functionality of ...
How to connect your Gmail to Zoho CRM.
Zoho CRM allows you to communicate directly with your contacts. If there is an email address associated with a record you can send that email address an email. You can connect a wide range of email services such as Gmail, Office 365, Zoho Mail and ...
LogixOne B2B Portal for Zoho CRM FAQ's
Q1. Can I change B2B Accounts login email? Yes you can change a B2B account login email by updating the 'B2B Account Email' field within Zoho CRM and clicking the 'sync Account to B2B Portal' button. Q2. My customer has forgotten their password can I ...
How to setup B2B Accounts within Zoho CRM
How to create LogixOne B2B accounts within Zoho CRM. LogixOne B2B portal uses the native 'Accounts' module within Zoho CRM to create LogixOne B2B portal accounts. It is in the Accounts record that you configure the following: NOTE: Configuring an ...
LogixOne Operator for Zoho CRM
The LogixOne Operator plugin for Zoho CRM turns your Zoho CRM environment into a complete Field Service Management environment. In this video we explain its features and how to use.