When the Administrator in your Company's CRM account adds you as a user (invites you to join the company's account), an invitation email will be sent to you. All you need to do is follow the steps given below:
- Accept the invitation by clicking the Access link sent in the invitation email.
- In the Signup page for Zoho CRM, fill in your details in the form to sign up with Zoho.
If you already have a Zoho account, you will be automatically logged in to your newly created CRM account which is associated to your company's CRM account. - In the Account Confirmation page, click Continue Signing in.
- After you sign in, you will receive a Confirmation email to your email address. You need to click the confirmation link within 7 days to confirm your email address.
Notes:
- While clicking the access link, make sure that you (or any other users) are not logged in to another Zoho account in the same browser.
- In case you are unable to log in after clicking the access link, you need to ask your administrator to re-invite you. See Also Re-invite Users.
- If your administrator re-invites you, the access link in the email invitations that were sent earlier will become invalid.