Related Articles
CRM - Useful Links
Community FAQs User Guides Tips
Projects - Useful Links
Reports Tasks Timesheets Calendar User Profiles
One Admin - Adding a Zoho One user
Pre-requisite: You must be a Zoho One organisation admin to add a new user. 1. Log in to https://one.zoho.com/ and go to the Admin Panel: 2. Go to Users and click the Add User button: 3. A side panel opens from the right. Fill in the required ...
One Admin - Deactivate/Activate Users
See this guide from Zoho. Deactivating a user can be done when a member of staff no longer needs or should have access to their Zoho One account. Also see this guide from Zoho for managing user licenses in your Zoho One subscription. Only active ...
CRM - Lead Conversion Mapping
When adding/changing fields that are converted from Leads to Accounts/Contacts/Deals, you can use the Lead Conversion Mapping menu to ensure fields are copied over. You can select different mapping per Layout, then using the drop-down menus you can ...