Understanding Zoho CRM Plus User Limits Defining User Roles When I first started using Zoho CRM Plus, one of the first things that struck me was how flexible the user roles can be. Each user can be assigned specific roles that determine their level of access. This means that regardless of team size, you can […]
Create Your Zoho Account Choose the Right Plan First things first, you’ll want to head over to the Zoho website and find the CRM section. When I first explored Zoho, I was surprised to see how many options they had. The free plan is perfect for small businesses or startups like I was at the
Log into Your Zoho CRM Account Finding Your Login Credentials Jumping in, the first thing I do is locate my login credentials. If you’re like most of us, you might have a multitude of passwords floating around in your brain. It’s always good to keep a secure password manager handy! Once you’ve got those locked