Ans: As soon as you register for Zoho CRM service, you will become the Administrator User. Now you can invite additional 2 users from your organization to convert your Personal Account to Corporate Account (3 users free) to leverage the benefits of Zoho CRM service for your organization.

1. Personal User Setup:

Zoho CRM - Personal User Setup

2. Add Second User to upgrade to Corporate Edition

CRM - Add User

3. Specify your Company Name

CRM - Add Company Name

4. Now your CRM Account is converted to Corporate Account

How many users I can add in Zoho CRM?

Ans: You can add the first three users free of cost. From the fourth user onwards, you have to subscribe for the Zoho CRM service at USD 12 per user month.

For more details refer Managing Subscriptions chapter.

I have lost both my password and user ID, how to retrieve my login information?

Ans:

Standard Users: contact your CRM Administrator for resetting your password
CRM Account Administrator: contact support@zohocrm.com for resetting your password

Zoho CRM - Reset Password

Reset Password for Standard Users

How to change my language, time zone, and date & time formats?

Ans: You can change your language, time zone, and date & Time formats from the Setup > Personal Settings > Account Information page.

How to change my fiscal currency?

By default, the currency is set as US Dollar ($). You can change the currency as per your organization's fiscal currency. To change the currency, select the Currency Locale from the Company Details page.

How to change the date format from DD/MM/YYYY to MM/DD/YYYY?

Ans: You can change the date format as per your country date format from Setup > Personal Settings > Account Information page.

For more details refer Changing Date Format section.

How do I terminate Zoho CRM access for an employee who is leaving our company?

Ans: You can terminate Zoho CRM access from Setup > Admin Settings > Users > User details page. In the User details page, disable the Active check box, so that leaving employee cannot access the Zoho CRM service.

For more details, refer Activating/Inactivating Users section in Security Administration chapter.

Note: After inactivating user access, you can replace the existing user with a new user as per your subscription plan.

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6 Comments

Elad, 280 - days ago

Hi there... I have a few Q in regards to Currency use: 1- Can I change the EUR to the Euro sign like $ in dollar? 2- Is it possible to use multi currency? like invoice in Euro and invoice in Dollar. i am doing business cross borders... this is way. furthermore you are doing a greet job. regards, Elad

Guest, 40 - days ago

Regarding currency locale, when you choose Cyprus it still shows CYP as currency, but the currency for Cyprus and Malta have switched from their local currency to Euro, since 1/1/2008

amar_try, 38 - days ago

Hi Guest,

Thanks for the information. We will check and change it asap.

Thanks,
Adam.

scselvi, 36 - days ago

Hi ,

Thanks for notifying this issue . As a work around you can change the currency locale (Which country locale having currency as EURO) . We will fix this in our future updates .
Kindly get back to us for further support.

Thanks & Regards,
Selvi
(Zoho CRM Team)

Guest, 15 - days ago

Hi,

i really enjoy the program , and i want to change the time format.

to 24 Hours instead of AM/PM format.

can i do it?

amar_try, 15 - days ago

Hi Guest,

We are working on it and will be fixed asap. Once its done, we will keep posted the update.

Thanks,
Adam.