Associating a project with a client
Hello. I am new to Zoho CRM and am demoing CRM+ suite with projects. I've created a project but I cannot associate it with the client / account, I get the below error. I've tried looking for permissions settings but cannot find any to help. I am the system administrator. Is this because I am still on trial? Thanks.
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Zoho CRM Plus in 2023: Let's rewind
Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, takingThe CX Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we'veRefer Zoho CRM Plus to your friends and earn rewards!
Hey everyone, We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhanceSocial in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing onUnified telephony in Zoho CRM Plus
In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate
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