Trial and Licensing
How can I view my subscription details in CRM Plus?
View your CRM Plus subscription details from the Billing Details page in CRM Plus. Follow the steps given below to view your subscription. 1. Navigate to the Manage Zoho CRM Plus Subscription page. 2. Click Your Store Details on the upper-right ...Can I change my payment method in Zoho CRM Plus?
Yes, you can change your payment method in Zoho CRM Plus from the Manage Subscriptions page. Click this link to learn how to change your payment method.Can I change my payment schedule when upgrading to the Zoho CRM Plus plan?
Yes, click Change and then select the yearly or monthly option to change your payment schedule in the Subscription page.Can I change the currency when upgrading to the Zoho CRM Plus plan?
Yes, you can change the currency when upgrading to the Zoho CRM Plus plan. Click Change in the Subscription page and click the currency toggle button on the upper-right corner of the window to change your currency.Can I add an extra user for the same price in Zoho Projects in my subscription plan?
You can purchase lite user licences to start adding users to Projects in CRM Plus. All lite users will have access to the features/data based on the role that's assigned. Learn MoreI had invited a user in CRM Plus a couple of weeks ago. Since the link in the email has expired, the user is not able to accept the invite. Can I resend the invitation to this user?
If the user fails to accept your invitation within seven days, the link to accept the invite will expire. You can reinvite the user so that they can receive the new email invite.I was able to create project templates earlier. But now I can only create task templates. What could be the reason?
If you are a portal Owner or an Admin, you can create a project template. But if you are assigned the role of Manager in your project, you can only create task templates. To know more about project roles and privileges, click this link.I'd like to assign tasks from a particular project to users but I don't see their names in the dropdown. What type of access do they need in order to be included in this list?
A task can be assigned to a portal user with an employee role only if they are part of the project. Add the users to the project first so that you can assign them to the tasks.I had signed up for the CRM Plus trial and since my trial expired today, I am not able to access CRM. What should I do?
We provide 30-day free trial for CRM Plus. You can request the CRM Plus Owner to extend the trial for a further period of 15 days. After the 15-day trial period, you can either purchase CRM Plus or drop an email to sales@zohocorp.com.What is the difference between Owner and CRM Plus Administrator / Super Admin in CRM Plus?
The Owner is the primary contact person in the organization. The Owner can manage all the core functions within CRM Plus as well as the affiliated applications and can also change the portal name and designate a new owner. The CRM Plus Administrator ...I cannot track my visitors in the Priority rings in the SalesIQ application. Why is it so?
Check whether you have created customized priority rules and configured them for tracking visitors in the priority circle. If you have not created any priority rules, check whether you have exceeded the default limit specified for the number of ...When I log on to crmplus.zoho.com, it automatically redirects me to crmplus.zoho.eu. What could be the reason?
Your crmplus.zoho.com instance would have been closed for the login email address and you would have accepted and joined the EU domain (crmplus.zoho.eu). So when you log on to crmplus.zoho.com, it is redirecting you to the EU domain. Note: An email ...How do I change my portal name in CRM Plus?
You can change the portal name only if you are a CRM Plus Owner. To change the portal name: 1. Access the Admin Panel and click the Organization tab displayed on the left of the page. 2. Edit the portal name and update it with the new portal name. ...What should I do if my users have not received the invitation I've sent to them from the Admin Panel?
Try to resend the invitation from the Users page in the Admin Panel again. If the users don't receive the mail, ask them to check in their Spam folder.Can I remove an existing portal mapped to my Zoho Desk account in Zoho CRM Plus and select a new portal?
Yes, you can do so if you are an Admin in both the portals.I have deactivated an existing user's account and invited a new user in the same application in Zoho CRM Plus. What will happen to the service information in my existing user's account? Will I lose any data?
All the service information from your existing user's account can be assigned to the new user in CRM Plus. 1. Log on with the existing user's login credentials and go to accounts.zoho.com. 2. Click My Profile Info, and then click Email Address ...I want to replace an existing user in Zoho Campaigns and Survey in CRM Plus with a new user account. When I try to delete the existing user and add a new one in the respective applications, I get a message "Oops, you've used up all your purchased user licenses." What could be the reason?
You are trying to deactivate your existing user only from Campaigns and Survey and not entirely from CRM Plus. So the user is still active in CRM Plus. Only the service access has been denied to this user. When you try to create a new user account ...When is the Debit Card / Net Banking / Wallet / UPI tab displayed in the Payment Details section? And when should I use it?
The Debit Card / Net Banking / Wallet / UPI tab is displayed in the Payment Details section when the payment schedule selected is 'Yearly' or 'Monthly' and the payment currency used is 'INR.' Click this tab if you want to make yearly or monthly ...How can I add email recipients and send purchase notifications or invoices to them from Zoho CRM Plus?
You can add email recipients and send purchase notifications or invoices to them from the Manage Zoho CRM Plus Subscription page. Click this link to learn how to add email recipients.I am already a paid user in CRM and I have purchased the CRM Plus plan now. How will my payment be adjusted?
If you have signed up for CRM Plus and you are already a paid user in CRM, your payment will be adjusted on prorata basis based on your subscription date so that you don't get duplicate charges.How can I change my yearly subscription payment to monthly?
You have to contact Zoho CRM Plus Support team to change your yearly subscription payment to monthly. Send an email to support@zohocrmplus.com to process your request.How do I know the number of rows I've utilized in Zoho Reports?
To know the number of rows you've utilized in Zoho Reports: 1. Access Zoho CRM Plus and click the Reports icon () displayed to the left of the page to access the Zoho Reports application. 2. Click () on the top-right corner of the Reports page. ...How do I know the number of survey responses I've received in CRM Plus?
To know the number of survey responses you've received: 1. Access Zoho CRM Plus and click the Survey icon () displayed to the left of the page to access the Zoho Survey application. 2. Click the Published tab to view the list of surveys you've ...How do I know the number of brands I've used in Social in Zoho CRM Plus?
To know the number of brands you've used in Social: 1. Access Zoho CRM Plus and click the Social icon () displayed to the left of the page to access the Zoho Social application. You'll see the brand name displayed on the top-right corner of ...How do I identify the number of visitors I've tracked monthly in CRM Plus?
To know the number of visitors you've tracked in a month: 1. Access Zoho CRM Plus and click the SalesIQ icon () displayed on the left of the page to access the Zoho SalesIQ application. 2. Click the Reports tab and then click the Tracking tab in ...How do I know my CRM Storage usage in CRM Plus?
To know your CRM Storage usage: 1. Access Zoho CRM Plus, and click the CRM icon () to the left of the page and click the Settings icon (.) 2. In the CRM Setup page, go to the Data Administration section and click Storage. You will find the Storage ...What will happen if the payment currency used is INR and I have specified GSTIN (Goods & Services Tax Number) while upgrading to the Zoho CRM Plus plan?
If you have selected your payment currency to be Indian rupees (INR) and specified GSTIN, the total GST amount applicable for your subscription will be calculated when the payment is processed. The total tax amount and your subscription amount will ...How do I upgrade to Zoho CRM Plus plan from my trial version?
1. Access Zoho CRM Plus and click the Users icon () displayed on the upper-right corner of the page. You'll see a panel slide to the right of the page. 2. Click Upgrade displayed in the Subscription section and follow the steps given in this link to ...How do I reduce the add-ons I've purchased in CRM Plus?
You have the option to remove or reduce the quantity of add-ons you've purchased in CRM Plus from the Manage Zoho CRM Plus Subscription page. Click this link to learn how to remove or reduce add-ons.How can I increase my add-on limits in Zoho CRM Plus?
You can purchase additional add-ons to increase your add-on limits in CRM Plus. To learn how to purchase additional add-ons, follow the steps given in this link.How can I reduce my user licenses in CRM Plus?
You can reduce the number of user licenses in your subscription from the Manage Zoho CRM Plus Subscription page. Click this link and follow the steps to reduce the number of user licenses.How can I add additional user licenses in CRM Plus?
You can add additional user licenses in CRM Plus from the Manage Zoho CRM Plus Subscription page. Follow the steps given in this link to purchase additional user licenses.How can I make the payment for my subscription?
You can pay for your CRM Plus subscription by clicking the Credit Card, PayPal, Bank Transfer(ACH), or Netbanking / Wallet/ UPI tabs in the Payment Details section. These tabs are displayed according to the payment schedule and currency you have ...How can I purchase user licenses and add-ons in CRM Plus?
Access the Zoho CRM Plus Subscription page and navigate to the Plan Details section to purchase user licenses and add-ons to meet your business needs. To know more, click this link.I have a problem with uploading files in CRM. I tried to delete some files to free up the storage but the issue still seems to persist. Is it possible to purchase additional CRM Storage?
Yes, you can purchase add-on to increase your storage limit. To know more, see "Purchase Optional Add Ons."I have purchased one user license and I want to change the email address of this user? How can I do this?
If you know the login credentials of the current Owner, you can log on to Zoho CRM Plus and then go to accounts.zoho.com. Click My Profile info to navigate to the Personal Information page. Change the email address of the user in this page and ...I am not able to see the billing details of my CRM Plus account. What should I do?
Since you are not the Owner of CRM Plus account, you will not be given permission to access your billing details. Only the Owner can access the Transaction History page to view the billing details. You must contact your CRM Plus Owner to get the ...I have a problem in accessing my CRM account in Zoho CRM Plus? What could be the reason?
If the CRM Administrator has disabled your account in CRM and changed your status to 'inactive' in the Admin Panel, you will not be able to access your account. You can request the CRM Administrator to activate your account in order to use the ...Can I chat with other users I have in my CRM Plus account?
Yes, you can chat with other users from your CRM Plus account. To do this, you need to send a chat invite to the users and they have to accept your invite. Once they accept the invitation, you can chat with these users. You can follow the steps given ...I am CRM Plus Admin and I want to view the history of my payment transactions. How can I do it?
To view the history of your account transactions: 1. Access Zoho CRM Plus and click the User icon displayed on the upper-right corner of the page. You will see a sliding panel slide to the right of the page. 2. Click Manage Subscriptions to access ...Next page
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