When I delete a user, what happens to the records owned by the user?
The records owned by a user you have deleted remain in Zoho CRM even after you delete them. You can transfer their records at any time. But we strongly recommend that you mass transfer the records to a new owner before you delete them.
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Nonprofit Vertical CRM Common Operations
How Can I... · Navigate Records · Search Records · Create Records · Create Records Individually · Import Records · Capture Records from Website (Using Web-to-record Form) · Export Records · Print Records · Restore Deleted Records · Merge Duplicate ...
Users, Roles and Profiles
Users: Add users to your CRM account and assign them roles and profiles. Note that only after you add a user in your account, will you be able to add new profiles and roles. For the first user that you add, the system defined role (CEO, Manager) ...
Setting Up Nonprofit Vertical CRM
Setting up Nonprofit Vertical CRM for your Organization The Setup page in Nonprofit Vertical CRM helps you configure all settings necessary to get your CRM up and running. Be it personalization, automation or third-party integrations, you can ...
Working with Campaigns
Create Campaigns In Nonprofit Vertical CRM, you can create campaigns by: Entering data in the campaign details form: You can manually fill in the campaign details gathered from various external sources. Note: Some of the standard fields listed below ...
Checking Duplicate Records in Nonprofit Vertical CRM
When you have hundreds and thousands of records in your CRM, as your business grows, it becomes a very difficult task to check for duplicates. Nonprofit Vertical CRM helps you arrest duplicates even before they can be created, with the help of what ...