Install and Access Zoho PRM

Zoho PRM: Install and Access

Zoho PRM is an app within Zoho CRM. If you already use Zoho CRM, you install PRM from App Space and use it alongside your CRM workspace.

Prerequisite: you need an active Zoho CRM account to install and use PRM. PRM is also being rolled out in phases, so it may not yet appear in every account.

Installing PRM

  1. Go to App Space.
  2. Select PRM.
  3. Click Install PRM.

Installation can take a few minutes, and you are notified when it finishes. Once installed, PRM is available within your organisation and you can switch between CRM and PRM from the app menu.

Deactivating or Uninstalling PRM

  1. Go to App Space and select Manage Apps.
  2. In the Manage Apps pop-up, find PRM in the list of installed apps.
  3. Choose Deactivate to disable PRM temporarily (then confirm with Yes, Deactivate), or Uninstall to remove it from your organisation (then confirm with Yes, proceed).
Uninstalling is permanent. It removes PRM from your organisation and cannot be undone. To use PRM again you would have to install it afresh, so choose Deactivate if you only need a pause.
Next step: create partner accounts. For the full setup order, see the PRM quick start guide.
Need help? 1 Cloud Consultants can help you install and configure PRM for Zoho CRM. Book a discovery call with 1 Cloud Consultants.