How can I distribute my licenses to one or more clients?

How can I distribute my licenses to one or more clients?

You can change a client's subscription plan depending on their needs. You cannot add less than 500 subscribers or exceed the plan of your Parent org.
  1.  In the Agency module, navigate to the Manage Clients tab.
  2. Click on the required client account.
  3. In the detailed client view, click Change Plan under the Subscription section.
    share license
  4. Enter the new plan and click Change plan. 

                              OR 

  1. In the Agency module, navigate to the Manage Clients tab.
  2. Click More next to the parent org and click Share License.
    share license
  3. In the popup, enter the new plan and click Change Plan.  

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Agency Edition

                                                                                                    Generally, a marketing firm uses separate accounts to handle the marketing requirements of each of their clients. However, multiple accounts are tedious to manage, and they can be expensive.   Zoho Campaigns provides a way to manage multiple clients ...
                                                                                                  • Can I remove my clients from the agency?

                                                                                                    You can remove your clients from the agency by taking one of the following courses of action: Demap a client from your agency Close your client account
                                                                                                  • Will I be able to access all my segments in the Standard plan?

                                                                                                    You can't access segments that include advanced fields as one or more in the segment criteria. You need to upgrade to the Professional plan to view contacts of such segments. View plan comparison
                                                                                                  • Explain about the new version of free plan?

                                                                                                    When the trial period is completed and a user does not upgrade to paid plans, they will be moved to the new version of free plan. In this plan, users can add up to 2,000 contacts and send up to 6,000 emails. In the new version of the free plan the ...
                                                                                                  • How do I upgrade my plan in the latest pricing plan model?

                                                                                                    Log in to Zoho Campaigns. Click Settings, then select Subscription. You will be redirected to Zoho's payments page. From here, you can easily view all the products you have purchased from Zoho, and manage them on a single platform. Select a model you ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources