How can I add an existing Zoho CRM user to my company's CRM account?

You can add a user to your company's CRM account if the user's email address is not already used to create an account in Zoho CRM. In such cases, when the email address of the user is not available, you have two options:

Option 1 - Replace the user's email address in his account with another one. Doing so will release the email address (without closing the account) needed to join the company account.

To release the email address

Log in to https://accounts.zoho.com.
In the Home page, click My Profile Info and select Email Address.
In the My Email Address page, add a new email ID by clicking Add Email.
A confirmation email will be sent to the new email ID.

Upon confirmation, go back to https://accounts.zoho.com, make the new ID primary and delete the email ID that was being used earlier. Once the email ID is released, it can be used to join the company's CRM account.

Option 2 - The user can close his existing Zoho account so that he can use the email address to join the company's CRM account.

To close the account

Log in to https://accounts.zoho.com.
In the Home page, click Preferences and select Close Account.

Note:

On closing your account, you will not be able to access any of our Zoho Services.

Before closing, please ensure that you have exported all your data from Zoho CRM system and also from other Zoho services.

Once you close your account, all your data with Zoho services will be deleted immediately and cannot be restored in future.

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How can I add an existing Zoho CRM user to my company's CRM account?

How can I add an existing Zoho CRM user to my company's CRM account?

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Add user

Zoho CRM

I want to replace an existing user in Zoho Campaigns and Survey in CRM Plus with a new user account. When I try to delete the existing user and add a new one in the respective applications, I get a message "Oops, you've used up all your purchased user licenses." What could be the reason?

I have deactivated an existing user's account and invited a new user in the same application in Zoho CRM Plus. What will happen to the service information in my existing user's account? Will I lose any data?

Manage Company Details