Some users cannot access Zoho CRM records or modules because their profile permissions, record-sharing settings or teamspace membership do not provide the required access. A user may have permission to open a module but still...
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Why Are WhatsApp and Phone Leads Not Being Tracked in Zoho CRM?
26.09.26 03:50 PM - Comment(s)
If WhatsApp enquiries and phone calls are coming in but are not being tracked correctly in Zoho CRM, the issue is usually with the communication integration, lead creation process, phone-number matching, or call logging configuration.
A WhatsApp conversation or phone call does not automatically mean ...
Why are Email Notifications Not Triggering in Zoho CRM?
26.09.26 03:21 PM - Comment(s)
If an email notification is not being sent from Zoho CRM, first check whether the workflow is triggering. If the workflow is triggered but the email is not sent, Zoho recommends checking the recipient configuration, Email Opt Out, and the daily email limit.
...Why Can't an Employee Access Their Zoho People Account?
26.09.26 01:20 PM - Comment(s)
If an employee cannot access their Zoho People account, first check whether they have been added as a User, whether their account is confirmed, and whether their login access is enabled.
In Zoho People, Users have login access, while Employee Profiles do not have login access.
Setting up a new email service can feel confusing when every provider has its own signup flow, settings menu, and terminology. If you've searched "how to create a Zoho email account" or "how to change Zoho Mail password," you're not alone — these are some of the most common quest...
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