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Adding, Importing, Modifying, and Re-inviting Users
In Zoho CRM, a user is one who manages records, whether their own or those shared by other users, within the organization. In addition to accessing the CRM data, some of the users can perform administrative functions for the smooth running of the CRM ...
Adding an Approval Process
Each approval process is associated to a rule that defines the process. You need to specify the rule criteria, the approval authority and also actions that need to be carried out on approval or rejection. Create approval processes for purchase ...
Adding Team Users
Zoho CRM for Everyone is available on the Early Access mode for customers upon request. Request access to gain hands-on experience with this new version. Editions: Standard, Professional, Enterprise, Ultimate, CRM Plus DC: All Pricing: $ 9 / team ...
Adding SPF and DKIM records to DNS settings
Email authentication is a process that enables organizations to maintain the credibility of the email's source when they send emails from Zoho CRM using their own domain. To authenticate the emails, they must verify the following authentication ...
Adding Links
Links help you access third party applications and urls to acquire the desired information. This is an advanced feature that gives you the advantage of integrating content from other sites also in addition to your CRM account, in just a single click. ...