Can I simultaneously login to two different accounts?
No. It is not possible to login simultaneously into two different accounts using different user names. Instead, you can login to different accounts from different browsers
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My CRM and Google Apps login credentials are different. How do I integrate CRM with Google Apps?
If the Zoho CRM and Google Apps login credentials are different, you need to add your Google Apps email address as the Primary email address in the Zoho account to integrate Zoho CRM with Google Apps. To add your Google Apps email address Go ...
Creating Accounts
In Zoho CRM, you can create accounts by: Entering data in the account details form: You can manually fill in the Account details gathered from various external sources. Importing Leads from external source: You can gather data through various sources ...
Can I login to multiple email accounts using a single browser?
As of now, you cannot login to multiple email accounts in a single browser. You can, however, add more email addresses as aliases, send and receive emails using any of these email addresses. Learn more about how to add an email alias here.
Can I send two different campaigns from different Email addresses?
Yes, you can send campaigns from different email addresses. However, while creating a template you should select the appropriate email address that should appear while sending campaigns. This works only when you schedule mass emails.
While creating custom fields in the Leads module, can I simultaneously create those fields in Accounts, Contacts, and Deals too?
Yes. When you create custom fields in the Leads module, you have the option of creating those fields in Accounts, Contacts and Deals too. Click Setup > Customization > Modules and Fields. Select the desired Module from the list. In the Leads: List of ...