Can I map a portal in any one of the applications that is already mapped to a Zoho CRM Plus account?
No, you cannot map a portal in an application that is already mapped to a Zoho CRM Plus account. For example, if you try to map a portal in Zoho Desk which is already mapped to a CRM Plus account, you will see the following message when you click the application icon:
You need to contact Zoho CRM Plus Support to get your portal mapped to your Zoho CRM Plus account.
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What will happen if I am an inactive user in one of the applications in Zoho CRM Plus and I try to map a portal from that application to Zoho CRM Plus?
If you are an inactive user in an application, you need to have the approval of the Administrator to map the application portal to Zoho CRM Plus. The following message will be displayed when you click the application icon. The list of portal ...
I am using the trial version of Zoho CRM Plus, and I am a paid user in one of the applications in the suite. What should I do if I am not able to map the applications in Zoho CRM Plus?
If you are using the trial version of Zoho CRM Plus and you are a paid user in any one of the applications, except CRM and SalesIQ, your user account will not be mapped to Zoho CRM Plus. However, you can click the Access Product link to access the ...
I am a user in Zoho Desk having access to two portals. How can I map both the portals in Zoho CRM Plus?
You can only map one portal in Zoho CRM Plus. Since you have access to two portals in Zoho Desk, a pop-up window will be displayed with the application name and a dropdown list to select a portal when you sign up. Select a portal name from the ...
I want to map a portal in Zoho CRM Plus, but since I do not have administrative privileges in the application, I cannot. What should I do?
You need to have the approval of the Administrator. When you try to access the application, you'll see the following message: The list of Administrators will be shown and the Request to Join button will be displayed next to the Administrator's name. ...
Assigning Users and Applications
You can add users to your organization and grant them access to individual applications in Zoho CRM Plus. This allows you to manage users and their application access to Zoho CRM Plus's features and functions, making it easy to limit who has access ...