How do you handle if when a customer is bought by another Company? Do you rename the account to the new name? Or do you create a new account?
At times I've felt like renaming the account, its easier, but something tells me that I should create a new account and move any contacts from the old to the new one. old Sales Orders should remain with the old account and the new account should start building its own history. Anyone has any input in this?
Sticky Posts
How to Add Users to your Organization in ZohoMail?
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. ____________________________________________________________________________________________________________