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Understand your CRM Account
Key CRM Terminologies In any business environment, there are terms such as Leads, Deals, Campaigns, Invoices, etc. Following are the list of such terms and their definitions as used in Zoho CRM. You can refer to more such terms in the Zoho CRM's ...
Applying for a WhatsApp Official Business Account
Once you have a WABA, the next step is to apply for an Official Business Account (OBA) with a green checkmark badge. This green checkmark badge next to your business name confirms an authentic and verified business account.
How can I change the password for my account?
To change the password, Goto Setup > Personal Settings > My Zoho Account > Change Password link. You would be asked to provide your current password for security reasons.
How to set up an account with Zoho MarketingHub?
Once you sign up to Zoho MarketingHub account and you’re already a user in Zoho Campaigns, you can share your Campaigns account’s data with your MarketingHub account. If you a new user, you need to add fresh data to get started.By associating your ...