Zoho CRM FAQ
Zoho One - How to Reset password/MFA for users?
Sign in to Zoho One, then click Directory in the left navigation menu. To reset password or MFA for a single user, click Users, then click on the user. Next, click Reset Password or Reset MFA. 3. To reset password or MFA for multiple users, ...
How do I upgrade/subscribe Zoho CRM (or any other Zoho services)
Here are the stages to subscribe: [1] Click Upgrade on the top left part of your CRM screen. [2] Select the edition and the number of users you wish to have: For example: Let say you wish to have 2 STANDARD users: [3] You can here pick yearly or ...
How to add an automated counter field in Zoho CRM
You can create an auto number field by following these steps: Log in to Zoho CRM with Administrator privileges. Click Setup > Customization > Modules and Fields. Select the Module from the Modules list view. Drag and drop the Auto Number field type ...
How to Improve deliverability of emails sent from Zoho CRM and from Zoho Campaign? (make sure your emails do not go to "SPAM")
In CRM customize here: https://crm.zoho.com/crm/[orgname]/settings/email-deliverability/email-auth and in Zoho Campaign customize here: https://campaigns.zoho.com/campaigns/[orgnam]/home.do#settings/emailauth More advice to achieve better email ...
No Access to Zoho CRM
You can check here Zoho Service status - https://status.zoho.com/ Access to Zoho CRM (Read-Only) – https://crm-ro.zoho.com/crm/login.sas
New CRM user is allocated to a different CRM instance (Trail one) of the rest of the company - "Error Occurred"
Symptom: When you try to add a new CRM user with Zoho One, you will get a general message "Error Occurred" Solution: 1. Log as the user and go into Setup -> Company Details -> and click the "Delete CRM account" at the bottom of the page: 2. Now, ...
Zoho Glitch
A possible resolution could be logging out of the app, deleting browser cash. Log in again and check if that solved the issue.
How to report a problem?
Please follow these steps to report a Zoho problem: The best help is for you to describe for us the precise steps to reproduce. If you have them great, please add them to your ticket. Be specific, send us the relevant steps of how the bug happened. ...