User Management
An overview of user management in Zoho CRM
A CRM user is an individual who transforms rich customer data into timely and well-informed actions. CRM users can include members from sales, marketing, customer success, legal, and other teams who rely on customer or deal context to do their jobs ...
Deleting and Transferring Users
You may have to delete a user from the CRM account when they discontinue service in the organization or are transferred to a different team or project. Before deleting the user it is important that you transfer the records they own and the ones ...
Activating and Deactivating Users
Sometimes, a users' position may change or they may move to different business units. In such cases, you might have to deactivate those users after transferring ownership of the records to other users. Note that deactivating a user is different from ...
Adding, Importing, Modifying, and Re-inviting Users
Adding users in CRM is based on your editions and number of user licenses. Each user can sign in to their account with an email address and password. To get an overview of user management, see overview. Availability Permission Required Users with ...