How do I change my portal name in CRM Plus?

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• What is the difference between Owner and CRM Plus Administrator / Super Admin in CRM Plus?

  The Owner is the primary contact person in the organization. The Owner can manage all the core functions within CRM Plus as well as the affiliated applications and can also change the portal name and designate a new owner.  The CRM Plus Administrator ...

• How can I change the Owner in Zoho CRM Plus?

  1. Log on to https://crmplus.zoho.com/ and sign in using your email address and password. 2. Click the User icon displayed on the top-right corner of the page. You'll see a panel slide to the right. 3. Click the Admin Panel link displayed in the ...

• Getting started with CRM Plus

  When you sign up for any application, there are always key user details you need to enter during the setup phase. When you set up a CRM Plus account for your organization as an administrator, you will need to enter some general information about your ...

• 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 ...

• 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 ...