Can I change the portal associated to my CRM account?
Yes, you can change the portal associated with your Zoho CRM account. Please note that only the user with administrative privileges can change the existing portal and associate another portal.
Note: While changing a portal, all projects and the related data will be deleted from your Zoho CRM account. However, you can continue to work on the portal and the related projects from your Zoho Projects account.
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What happens if I change the portal associated to my Zoho CRM account?
A portal associated to your CRM account can be changed by a CRM user with administrative privileges. However the integration stops working on changing the portal. If you are changing the portal owner or regenerating the ZSC Key for security reasons, ...
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Overview Maximize the value of each-and-every interaction your team has with your customers, and add the ability to provide on-demand customer support through live chat. Integrate Zoho SalesIQ with Zoho CRM and organize all your customer data in one ...
How can I change the Projects Portal associated with Zoho CRM?
There may be instances in which you may have to change the Portal associated with Zoho CRM. The only way to do so is to deactivate the current Portal and associate the new Projects portal. The association of projects under the old portal will be ...
How do I change my portal name in CRM Plus?
You can change the portal name only if you are a CRM Plus Owner. To change the portal name: 1. Access the Admin Panel and click the Organization tab displayed on the left of the page. 2. Edit the portal name and update it with the new portal name. ...
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How to change the Zoho SalesIQ portal owner? You can change the portal owner any time, with an operator who has an administrator role. If you don’t have an operator with administrator role, you have to change the role of the existing operator to an ...