New to Zoho and the community. I am setting up the CRM for out company and I was wondering if there is a way once a contract is signed and completed by both parties, that it updates and populates and fields on the DEAL that the signer may have updated?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________