FAQs on Multiple CRM Organizations - Post your Questions

FAQs on Multiple CRM Organizations - Post your Questions

Dear All,

 


Accessing multiple CRM accounts using the one login credential provides administrators and users an easy way to login to different accounts. Often organizations maintain more than one CRM account to manage business, sales, and customer data that cater to different verticals, products or branches.

 

We understand our users will have many questions in mind regarding the setup and working of the feature. So, keeping that in mind we have consolidated a list of frequently asked questions and published them in our Zoho CRM - Knowledge Base as a single article.  We hope this approach brings a better contextual approach to the topic and provides ease of accessibility.  

 

For now we have published the following FAQs

  1. In how many CRM accounts can I be a Super Admin?  

  2. I am unable to create new CRM organizations. Why is this?  

  3. Which edition will the new CRM account be subscribed to?  

  4. Can I select an org if I install an extension from CRM Marketplace?  

  5. Can I login to multiple organizations and accept invitations from my mobile app?  

  6. Can I create multiple organizations in the CRM mobile app?  

  7. What is the impact of multi-org in Office 365 integration?  

  8. Can I sync one google contact folder with multiple CRM accounts?   

  9. I don't have the option to change the access URL of my organization. Why is this?  

  10. I am the administrator of one of the CRM accounts, but I am unable to invite a user to it. Why is this?  

  11. How many pending invitations can I see?  

  12. How many invitations can be sent to a user?  

  13. I am unable to accept an invitation. Why is this?  

  14. Can I create multiple sandbox accounts using the multi-org feature?

  15. Using the multi-org feature I am unable to create a sandbox account, why is that?  

  16. Can I invite a CRM Plus or Zoho One account user to join a CRM org? How many Zoho One accounts can they be part of?  

  17. Can I sync data between multiple CRM accounts?  

  18. How can I switch between organizations from a CRM Plus account?  

 

 

Kindly go through these FAQs and post your queries here. We would love to answer them and add them to the list of FAQs as per relevance.

 

Also, read our help doc to find more information about Multiple CRM Organizations.


 

Regards,

 

Nizamuddin Sohel SK

Zoho CRM - User Education


    Zoho Developer Community






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