Zoho CRM 2 Account Owners for One Account: The Ultimate Guide

Greetings to all our valued readers! In this article, we will talk about Zoho CRM 2 Account Owners for One Account, a powerful feature that allows two users to collaborate on a single account. This feature can be particularly useful for businesses where two people share administrative tasks or sales responsibilities.

The Basics: What is Zoho CRM 2 Account Owners for One Account?

Zoho CRM 2 Account Owners for One Account is a feature that allows two users to have ownership rights over one CRM account. With this feature, both users can log in and perform various tasks such as updating records, adding leads, running reports, and more.

This feature is particularly useful for businesses where two people share administrative tasks or sales responsibilities. It eliminates the need for one person to constantly share login credentials with the other and allows for seamless collaboration.

How Does it Work?

To make use of this feature, the primary account owner must invite the secondary account owner to collaborate on the account. Once the invitation is accepted, both users will have ownership rights over the account and can perform various tasks on it.

It is important to note that both users will have equal rights when it comes to managing the account. This means that both users can make changes to the account’s settings, access all records and data, and more.

The Benefits of Zoho CRM 2 Account Owners for One Account

There are several benefits to using Zoho CRM 2 Account Owners for One Account:

• Collaboration: Allows for seamless collaboration between two users who share administrative tasks or sales responsibilities.
• Saves Time: Eliminates the need for one person to constantly share login credentials with the other.
• Ease of Use: Both users have equal rights and can perform various tasks without needing to switch accounts.

How to Set Up Zoho CRM 2 Account Owners for One Account

Setting up Zoho CRM 2 Account Owners for One Account is a straightforward process:

1. Log in to your Zoho CRM account as the primary account owner.
2. Click on the gear icon in the top right corner and select “Settings.”
3. Under “Users and Control,” click on “User Management.”
4. Select the user you want to invite to collaborate on the account.
5. Click on “Edit.”
6. Under “User Details,” select “Account Owner” from the drop-down menu.
7. Click on “Save.”
8. The user will receive an invitation to collaborate on the account. Once they accept, both users will have ownership rights over the account.

Zoho CRM 2 Account Owners for One Account: FAQ

1. What happens if one user leaves the company?

If one user leaves the company, the other user will retain ownership rights over the account. The primary account owner can then invite a new user to collaborate on the account.

2. Can both users log in at the same time?

Yes, both users can log in and work on the account at the same time. There is no limit to the number of users who can collaborate on a single account.

3. Can users have different levels of access?

No, both users have equal rights and can perform various tasks on the account.

4. Can users change each other’s settings?

Yes, both users can make changes to the account’s settings and have equal rights when it comes to managing the account.

5. Is there an additional cost for this feature?

No, Zoho CRM 2 Account Owners for One Account is included in all Zoho CRM plans.

6. Can this feature be disabled?

Yes, the primary account owner can remove the secondary account owner’s access rights at any time. This will disable the feature and revert the account to a single owner.

7. Is this feature available on mobile devices?

Yes, both users can access and work on the account through the Zoho CRM mobile app.

8. Can this feature be used for multiple accounts?

Yes, both users can collaborate on multiple accounts using Zoho CRM 2 Account Owners for One Account.

9. Can users see each other’s activities on the account?

Yes, both users can see each other’s activities on the account, including updates, changes, and more.

10. Can this feature be used with third-party apps?

Yes, both users can use Zoho CRM 2 Account Owners for One Account with third-party apps that are integrated with Zoho CRM.

11. How is data security handled in this feature?

All data is securely stored and encrypted using industry-standard protocols. Both users have equal rights and can access all data and records.

12. Can multiple users collaborate on a single record?

Yes, multiple users can collaborate on a single record and make changes to it at the same time.

13. What happens if both users make conflicting changes to the account?

The most recent change will be saved, and the conflicting change will be discarded.

Conclusion

In conclusion, Zoho CRM 2 Account Owners for One Account is a powerful feature that allows two users to collaborate on a single account. It is particularly useful for businesses where two people share administrative tasks or sales responsibilities.

By using this feature, businesses can save time, eliminate the need for constant credential sharing, and enjoy seamless collaboration. We highly recommend this feature to all Zoho CRM users who share administrative tasks or sales responsibilities.

Ready to Get Started?

If you are a Zoho CRM user and want to try out Zoho CRM 2 Account Owners for One Account, simply follow the steps outlined in this article to set it up.

If you have any questions or concerns, you can contact Zoho CRM support for assistance.

Closing/Disclaimer

We hope you found this article helpful and informative. Please note that the information in this article is subject to change and may not reflect the most up-to-date version of Zoho CRM. We encourage readers to refer to the Zoho CRM documentation for the latest information on this feature.

By following the steps outlined in this article, you assume all responsibility and risk associated with the use of this feature. We do not accept liability for any damages or losses incurred as a result of using Zoho CRM 2 Account Owners for One Account.

Feature	Details
What is it?	A feature that allows two users to have ownership rights over one CRM account.
How does it work?	The primary account owner invites the secondary account owner to collaborate on the account.
Benefits	Seamless collaboration, saves time, ease of use.
Set up	Select the user you want to invite, make them an account owner, and send them the invitation.
FAQs	Answers to common questions about Zoho CRM 2 Account Owners for One Account.