Zoho CRM Plus
I am a Manager. How can I enable my Steno to manage my calendar on my behalf?
If you are too busy to manage your schedule, you can let your secretary do it on your behalf. Share your calendar with your steno, and assign the Delegate/Manage privilege. This can be done by right clicking on the calendar you want help with and ...
What actions can a light agent perform in Desk?
Light agents can: View tickets, accounts, contacts, articles, activities, reports, and dashboards. View Company, Products, Personal Settings (except signature), and Support Contract details under Setup. Leave private comments ...
How do I add a light agent in Desk for Zoho CRM Plus?
1. Access the Desk application in Zoho CRM Plus. 2. Click the Setup icon on the top bar. 3. Click Agents under Users and Control in the Setup landing page. 4. Click New Agent in the top-right corner of the Agent List page. You can also click the ...
Who are light agents in Desk?
Light agent is a profile that can be assigned to users in Desk. It is for users who are not part of the customer support team. Although there is no limit to the number of light agents you can add, users with this profile will have restricted ...
How do I update the time zone of my organization in Zoho CRM Plus?
To update the time zone: 1. Navigate to the Admin Panel. 2. Click on the Organization tab. 3. Click Edit in the top-right corner. Select the time zone from the dropdown in the Regional information section and click Update.
What organization-level account settings can I manage from the Admin Panel in Zoho CRM Plus?
The Admin Panel is a centralized management console where you can manage the following organizational-level settings: Company information: Company name and logo Contact information: Website address, telephone number, fax number, and website Address ...
How do I assign users their permissions to services in Zoho CRM Plus?
Permissions can be assigned to users by the organization's admin from the Admin Panel in Zoho CRM Plus. 1. Click on the Admin Panel. 2. Click on the Users tab. You will see a list of users and the services in CRM Plus. 3. Move the cursor over each ...
How do I find out the number of inactive users in my Zoho CRM Plus subscription?
The Admin Panel in Zoho CRM Plus allows you to see inactive users. 1. Navigate to the Admin Panel. 2. Click on the Users tab. Select Inactive Users from the dropdown. You will see a table containing the names of inactive users for each module.
How can I view the active users for all services in Zoho CRM Plus?
A list of the active users for all services can be accessed on the Admin Panel in Zoho CRM Plus. 1. Navigate to the Admin Panel. 2. Click on the Applications tab. You will see the number of active users for each service in the Active Users list. ...
What is the Admin Panel in Zoho CRM Plus?
The Admin Panel in Zoho CRM Plus is a centralized user management console where you can manage your organization and user account settings and your subscriptions. The Admin Panel consists of four tabs: Organization: Update general organization ...
What actions can I take in Zoho CRM Plus if I purchase online?
If you purchase online, you will be able to perform the following from Zoho CRM Plus: Purchase add-ons Change your support plans Upgrade to Premium or Enterprise support Change your support plans from monthly to yearly payment
How can I purchase Zoho CRM Plus?
With Zoho CRM Plus, you can choose to sign up for your account plan either online or offline. Online purchase is when you sign up for the account online and pay on the Zoho CRM Plus website. Offline purchase is when you are signed up by one of ...
Can I change my support payment from monthly to yearly in Zoho CRM Plus?
Yes. Payments for support plans in Zoho CRM Plus can be changed at any time. If you signed up for your Zoho CRM Plus account online, you can change your monthly support plan to yearly by yourself in Zoho CRM Plus: 1. Navigate to ...
What is the role of a Technical Account Manager?
A Technical Account Manager is a dedicated manager assigned to every Zoho CRM Plus Enterprise Support plan, who is available 24/7 to help you with any questions or issues you have with Zoho CRM Plus, right from the moment you sign up for Zoho CRM ...
I am on the classic support plan in Zoho CRM Plus. How do I upgrade to Premium or Enterprise support?
You can easily upgrade to the Premium or Enterprise support plan within the Zoho CRM Plus interface. In your Zoho CRM Plus: 1.Click on the Admin photo icon in the top-right corner 2.Click Manage Billings in the Subscription section. You will ...
How do I reach out to Zoho CRM Plus support?
You can reach out to us via phone, email, live chat, or the Zoho CRM Plus community. All these communication channels are available in the Need help? section of your Zoho CRM Plus account. To access this section, click on the admin photo icon in the ...
What is the ENTERPRISE SUPPORT plan in Zoho CRM Plus?
Our Enterprise Support plan is a comprehensive paid support plan that gives you access to 24/7 support assistance via email, live chat, telephone, and the Zoho CRM Plus community with a maximum response time of one hour. You will be assigned a ...
What is the PREMIUM SUPPORT plan in Zoho CRM Plus?
The premium support plan is one of our additional paid support plans. Users get access to technical product assistance 24 hours a day, 5 days a week across all channels: live chat, phone, email, or the Zoho CRM Plus Community, along with onboarding ...
What is the CLASSIC SUPPORT plan in Zoho CRM Plus?
The classic support plan of Zoho CRM Plus is a free plan that is available to all our users for telephone and live chat 8 hours a day, 5 days a week with access to basic technical product assistance. I am a trial user. Will I still be provided ...
How do I change the support email address in Zoho Desk?
A default support email address is provided to you when you sign up for Zoho CRM Plus. You can share this support email address to your customers so that you receive emails from them in Zoho Desk. The emails received from customers are converted to ...
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 ...
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 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. ...
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 ...
What should I do if I am not able to access some of the applications in Zoho CRM Plus?
You may not have access to some of the applications in Zoho CRM Plus if the CRM Plus Administrator has not assigned privileges to you to access the applications. The applications for which you have access will be displayed in the navigation panel on ...
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 ...
How can I view my subscription details in CRM Plus?
View your CRM Plus subscription details from the Billing Details page in CRM Plus. Follow the steps given below to view your subscription. 1. Navigate to the Manage Zoho CRM Plus Subscription page. 2. Click Your Store Details on the upper-right ...
Can I change my payment method in Zoho CRM Plus?
Yes, you can change your payment method in Zoho CRM Plus from the Manage Subscriptions page. Click this link to learn how to change your payment method.
Can I change my payment schedule when upgrading to the Zoho CRM Plus plan?
Yes, click Change and then select the yearly or monthly option to change your payment schedule in the Subscription page.
Can I change the currency when upgrading to the Zoho CRM Plus plan?
Yes, you can change the currency when upgrading to the Zoho CRM Plus plan. Click Change in the Subscription page and click the currency toggle button on the upper-right corner of the window to change your currency.
Can I add an extra user for the same price in Zoho Projects in my subscription plan?
Zoho CRM Plus now comes with unlimited project users. Hence, you can add unlimited project users without additional charges.
I had invited a user in CRM Plus a couple of weeks ago. Since the link in the email has expired, the user is not able to accept the invite. Can I resend the invitation to this user?
If the user fails to accept your invitation within seven days, the link to accept the invite will expire. You can reinvite the user so that they can receive the new email invite.
I was able to create project templates earlier. But now I can only create task templates. What could be the reason?
If you are a portal Owner or an Admin, you can create a project template. But if you are assigned the role of Manager in your project, you can only create task templates. To know more about project roles and privileges, click this link.
I'd like to assign tasks from a particular project to users but I don't see their names in the dropdown. What type of access do they need in order to be included in this list?
A task can be assigned to a portal user with an employee role only if they are part of the project. Add the users to the project first so that you can assign them to the tasks.
I had signed up for the CRM Plus trial and since my trial expired today, I am not able to access CRM. What should I do?
We provide 30-day free trial for CRM Plus. You can request the CRM Plus Owner to extend the trial for a further period of 15 days. After the 15-day trial period, you can either purchase CRM Plus or drop an email to sales@zohocorp.com.
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 ...
I cannot track my visitors in the Priority rings in the SalesIQ application. Why is it so?
Check whether you have created customized priority rules and configured them for tracking visitors in the priority circle. If you have not created any priority rules, check whether you have exceeded the default limit specified for the number of ...
When I log on to crmplus.zoho.com, it automatically redirects me to crmplus.zoho.eu. What could be the reason?
Your crmplus.zoho.com instance would have been closed for the login email address and you would have accepted and joined the EU domain (crmplus.zoho.eu). So when you log on to crmplus.zoho.com, it is redirecting you to the EU domain. Note: An email ...
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. ...
What should I do if my users have not received the invitation I've sent to them from the Admin Panel?
Try to resend the invitation from the Users page in the Admin Panel again. If the users don't receive the mail, ask them to check in their Spam folder.
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