Zoho CRM Plus
Can I remove an existing portal mapped to my Zoho Desk account in Zoho CRM Plus and select a new portal?
Yes, you can do so if you are an Admin in both the portals.
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?
All the service information from your existing user's account can be assigned to the new user in CRM Plus. 1. Log on with the existing user's login credentials and go to accounts.zoho.com. 2. Click My Profile Info, and then click Email ...
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?
You are trying to deactivate your existing user only from Campaigns and Survey and not entirely from CRM Plus. So the user is still active in CRM Plus. Only the service access has been denied to this user. When you try to create a new user account ...
When is the Debit Card / Net Banking / Wallet / UPI tab displayed in the Payment Details section? And when should I use it?
The Debit Card / Net Banking / Wallet / UPI tab is displayed in the Payment Details section when the payment schedule selected is 'Yearly' or 'Monthly' and the payment currency used is 'INR.' Click this tab if you want to make yearly or monthly ...
How can I add email recipients and send purchase notifications or invoices to them from Zoho CRM Plus?
You can add email recipients and send purchase notifications or invoices to them from the Manage Zoho CRM Plus Subscription page. Click this link to learn how to add email recipients.
I am already a paid user in CRM and I have purchased the CRM Plus plan now. How will my payment be adjusted?
If you have signed up for CRM Plus and you are already a paid user in CRM, your payment will be adjusted on prorata basis based on your subscription date so that you don't get duplicate charges.
How can I change my yearly subscription payment to monthly?
You have to contact Zoho CRM Plus Support team to change your yearly subscription payment to monthly. Send an email to support@zohocrmplus.com to process your request.
How do I know the number of rows I've utilized in Zoho Reports?
To know the number of rows you've utilized in Zoho Reports: 1. Access Zoho CRM Plus and click the Reports icon () displayed to the left of the page to access the Zoho Reports application. 2. Click () on the top-right corner of the Reports page. ...
How do I know the number of survey responses I've received in CRM Plus?
To know the number of survey responses you've received: 1. Access Zoho CRM Plus and click the Survey icon () displayed to the left of the page to access the Zoho Survey application. 2. Click the Published tab to view the list of surveys you've ...
How do I know the number of brands I've used in Social in Zoho CRM Plus?
To know the number of brands you've used in Social: 1. Access Zoho CRM Plus and click the Social icon () displayed to the left of the page to access the Zoho Social application. You'll see the brand name displayed on the top-right corner of ...
How do I identify the number of visitors I've tracked monthly in CRM Plus?
To know the number of visitors you've tracked in a month: 1. Access Zoho CRM Plus and click the SalesIQ icon () displayed on the left of the page to access the Zoho SalesIQ application. 2. Click the Reports tab and then click the Tracking tab in ...
How do I know my CRM Storage usage in CRM Plus?
To know your CRM Storage usage: 1. Access Zoho CRM Plus, and click the CRM icon () to the left of the page and click the Settings icon (.) 2. In the CRM Setup page, go to the Data Administration section and click Storage. You will find the Storage ...
What will happen if the payment currency used is INR and I have specified GSTIN (Goods & Services Tax Number) while upgrading to the Zoho CRM Plus plan?
If you have selected your payment currency to be Indian rupees (INR) and specified GSTIN, the total GST amount applicable for your subscription will be calculated when the payment is processed. The total tax amount and your subscription amount will ...
How do I upgrade to Zoho CRM Plus plan from my trial version?
1. Access Zoho CRM Plus and click the Users icon () displayed on the upper-right corner of the page. You'll see a panel slide to the right of the page. 2. Click Upgrade displayed in the Subscription section and follow the steps given in this link to ...
How do I reduce the add-ons I've purchased in CRM Plus?
You have the option to remove or reduce the quantity of add-ons you've purchased in CRM Plus from the Manage Zoho CRM Plus Subscription page. Click this link to learn how to remove or reduce add-ons.
How can I purchase user licenses and add-ons in CRM Plus?
Access the Zoho CRM Plus Subscription page and navigate to the Plan Details section to purchase user licenses and add-ons to meet your business needs. To know more, click this link.
I have a problem with uploading files in CRM. I tried to delete some files to free up the storage but the issue still seems to persist. Is it possible to purchase additional CRM Storage?
Yes, you can purchase add-on to increase your storage limit. To know more, see "Purchase Optional Add Ons."
How can I increase my add-on limits in Zoho CRM Plus?
You can purchase additional add-ons to increase your add-on limits in CRM Plus. To learn how to purchase additional add-ons, follow the steps given in this link.
How can I reduce my user licenses in CRM Plus?
You can reduce the number of user licenses in your subscription from the Manage Zoho CRM Plus Subscription page. Click this link and follow the steps to reduce the number of user licenses.
How can I add additional user licenses in CRM Plus?
You can add additional user licenses in CRM Plus from the Manage Zoho CRM Plus Subscription page. Follow the steps given in this link to purchase additional user licenses.
How can I make the payment for my subscription?
You can pay for your CRM Plus subscription by clicking the Credit Card, PayPal, Bank Transfer(ACH), or Netbanking / Wallet/ UPI tabs in the Payment Details section. These tabs are displayed according to the payment schedule and currency you have ...
I have purchased one user license and I want to change the email address of this user? How can I do this?
If you know the login credentials of the current Owner, you can log on to Zoho CRM Plus and then go to accounts.zoho.com. Click My Profile info to navigate to the Personal Information page. Change the email address of the user in this page and ...
I am not able to see the billing details of my CRM Plus account. What should I do?
Since you are not the Owner of CRM Plus account, you will not be given permission to access your billing details. Only the Owner can access the Transaction History page to view the billing details. You must contact your CRM Plus Owner to get the ...
I have a problem in accessing my CRM account in Zoho CRM Plus? What could be the reason?
If the CRM Administrator has disabled your account in CRM and changed your status to 'inactive' in the Admin Panel, you will not be able to access your account. You can request the CRM Administrator to activate your account in order to use the ...
Can I chat with other users I have in my CRM Plus account?
Yes, you can chat with other users from your CRM Plus account. To do this, you need to send a chat invite to the users and they have to accept your invite. Once they accept the invitation, you can chat with these users. You can follow the steps given ...
I am CRM Plus Admin and I want to view the history of my payment transactions. How can I do it?
To view the history of your account transactions: 1. Access Zoho CRM Plus and click the User icon displayed on the upper-right corner of the page. You will see a sliding panel slide to the right of the page. 2. Click Manage Subscriptions to access ...
Can I run multiple businesses with one CRM Plus account?
Yes, you can run multiple businesses with one CRM Plus account. Let's consider the following scenario. Derrick has two companies Zylker Travels and Zylker Industries. He is currently using Zoho CRM Plus plan for Zylker Travels. He wants to use Zoho ...
I have canceled my CRM Plus trial to use the Free edition of CRM. Still, I am getting an error that my account is deactivated. Why am I getting this error message?
You need to access crm.zoho.com and not crmplus.zoho.com.
The domain in my support email address (for example, support@zylkerinc.com) created in Desk is different from my company's domain email address (for example, zylkerinc.com). How can I change the support email address?
You can create an email forwarding rule in Zoho Desk to change the support email address. For more information, see "Forwarding your Support Emails to Zoho Desk."
I have 10 paid licenses in Zoho CRM Plus and I have deactivated five users. For how many users will I be charged now?
You will still be charged for 10 user licenses. However, if you don't require 10 user licenses, you can reduce the number of user licenses. For more information , see "Reduce User Licenses."
I am trying to add a user in CRM within CRM Plus and I get a message that the user is already part of a different CRM account. How can I add this user in CRM?
A user can be part of only one CRM account. To add this user, the user has to close his/her CRM account. After the account is closed, you can add this user in CRM.
Can I pause my CRM Plus subscription?
No. However, if you are a paid user, you can cancel your CRM Plus subscription. You will then move to the Free Plan of the individual applications with all your data intact. You can reactivate your account anytime if required.
I want to grant access to Zoho CRM for a user in my organization in CRM Plus. However, he doesn't need all the features of CRM Plus? How can I purchase a license for this user?
When you purchase CRM Plus license for a user, the user is entitled to use all the applications in the CRM Plus suite. However, you can disable or enable access to a specific application for a user in CRM Plus. In your case, you can grant access to ...
Can I add unlimited users in Zoho Projects within Zoho CRM Plus? And will I be charged for it?
You can add users in Zoho CRM Plus based on the number of user licenses you have purchased. For Zoho Projects, since you can add unlimited users, you don't need to pay additional charges.
Who can resend an invitation to pending users or delete user accounts in Zoho CRM Plus?
You can resend an invitation to pending users if you are an Administrator in CRM Plus or an Administrator in any of the individual CRM Plus applications. To delete a user account, you must be a CRM Plus Administrator or an Owner in Zoho CRM Plus.
Can I revoke administrative privileges for a user in Zoho CRM Plus? How can I do it?
Yes, you can revoke administrative privileges for a user if the user no longer needs to be an Administrator in Zoho CRM Plus. To revoke administrative privileges for a user: 1. Access Zoho CRM Plus and click the Users icon ( ). You'll see a panel ...
How do I add Administrators in Zoho CRM Plus?
1. Click the Users tab displayed to the left of the page in the Admin Panel. You will see the list of users with the applications assigned to them. 2. Click Add Admin. 3. Click inside the text box in the Add Admin pop-up window, and enter the user's ...
I am a user in Zoho CRM. When I click the Admin Panel, I receive a message that the page is not available. How do I access the Admin Panel?
You need to be an Administrator in Zoho CRM or CRM Plus to access the Admin Panel. Contact the Owner of CRM Plus, or the Administrator of CRM or CRM Plus, and ask them to add you as an Admin. Once you are added, you will be able to access the Admin ...
I have 5 user accounts and I want to remove one. How will this affect my email limit in Zoho Campaigns?
You can have a maximum 5000 leads or contacts for a user license. In this case, your email limit in Campaigns is 25000 (5000 x 5). If you downgrade one user license, you will have four user licenses, restricting your email limit to 20000 (5000 x 4).
Can I change my payment method once I upgrade to the CRM Plus Plan?
Yes. Update your existing credit card details, or change the payment method from Credit Card to PayPal in the Manage Zoho CRM Plus Subscription page. To learn more, see "Manage Zoho CRM Plus Subscriptions."
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