Zoho CRM
Deleting a Zoho CRM Account: An Overview of What to Consider First
Closing a Zoho CRM account is a significant step, and it is far easier to plan it properly than to recover from a rushed decision. This overview sets out the questions worth answering first, so that you understand the shape of the process before you ...
Zoho CRM Image Upload Field: An In-Depth Configuration Guide
The Image Upload field lets users attach a picture directly to a Zoho CRM record, such as a product photograph, a site photo or a profile image. This guide looks at the configuration decisions an administrator should make before adding one, and the ...
Zoho PRM: Understanding Partner Commissions
Partner Commissions in Zoho PRM is how you reward partners for the revenue they bring in, with calculations, approvals, and adjustments handled in one place rather than in spreadsheets. Everything is organised around the commission plan, which ...
Zoho PRM: Discrepancy Handling and Clawbacks
Transactions can change after a commission has been generated. A customer may add products, ask for modifications, return an order, or cancel altogether, and when that affects the value or validity of the transaction, the commission originally ...
Zoho PRM: Reviewing and Approving Commissions
Commission approvals make sure calculated commissions are validated before payout. They help keep payments accurate, enforce internal controls, and prevent incorrect or premature payouts. Once commissions are generated, they go through an approval ...
Zoho PRM: Commission Triggers and Record Selection
Two settings in a commission plan decide when commission is calculated and for which records: the trigger and the record selection. Together they make sure commission is worked out at the right moment and only for relevant transactions. They are set ...
Zoho PRM: Quota-Based Commissions
Quota-based commissions reward partners for progress towards a predefined target, or quota, within a set period. Unlike transaction-based commissions, which reward each transaction individually, they evaluate a partner's cumulative performance over ...
Zoho PRM: Line Item vs Total Amount
Partner Commissions in Zoho PRM can work out the commissionable value of a transaction in two ways: by line item, or by total amount. The choice decides whether commission is calculated on the individual products and services in a transaction or on ...
Zoho PRM: Structures in Partner Commissions
A commission structure decides how partner earnings are calculated within a commission plan: the rate, the method, and the logic applied to transactions or quota attainment. Choosing well lines partner incentives up with your business goals, whether ...
Zoho PRM: Configure Partner Commissions
Partner commissions in Zoho PRM are configured through commission plans. A plan defines when partners become eligible for commission, how earnings are calculated, who can receive payouts, and how approvals are managed. This guide walks through ...
Zoho PRM: Managing Deal Registrations and Resolving Conflicts
This guide covers the day-to-day work of reviewing partner deal registrations and dealing with conflicts. It assumes Deal Registration is already configured; if not, start with Configuring Deal Registration. The Deal Registration Module Once ...
Zoho PRM: Configuring Deal Registration
Deal registration needs configuring before partners can use it. The Deal Registration module only becomes available to partners once configuration is complete. When a registration needs approval, the submission is validated and converted into an ...
Zoho PRM: Deal Registration Overview
In Zoho PRM, Deal Registration prevents overlapping deal ownership and makes sure partners get proper credit for the deals they bring in. Partners submit potential deals for review, and partner managers approve or reject them, keeping the process ...
Zoho PRM: The Partner Portal
The Partner Portal is a secure workspace created specifically for your partners. It is where they collaborate with your organisation, register deals, and share relevant information. It works much like the Client Portal in Zoho CRM, with one key ...
Zoho PRM: Configure a Partner Programme
This guide covers creating and configuring a partner programme in Zoho PRM, then managing it over time: deactivating, reactivating, deleting, and working with tiers. New to programmes? Read Understanding Partner Programmes first for the tiered and ...
Zoho PRM: Understanding Partner Programmes
Partner programmes are the backbone of how an organisation works with its partners in Zoho PRM. They set the rules of engagement: what partners need to do, and what they receive in return. Why You Need Partner Programmes As a partner network grows, ...
Zoho PRM: Standard Fields in Partner Contacts
This is a reference for the standard fields on a Partner Contact in Zoho PRM. Required fields must be completed before you can save. Partner Contact Information Field What it holds Format or options Partner Account Name (required) The partner ...
Zoho PRM: Standard Fields in Partner Accounts
This is a reference for the standard fields on a Partner Account in Zoho PRM. Required fields must be completed before you can save. Use it when creating or updating partner records, or when deciding what extra fields to add to the layout. Partner ...
Zoho PRM: Partner Contacts
Partner Contacts are the individual users within each partner organisation who interact with your business through Zoho PRM. They access the Partner Portal and take part in partner activities such as deal registration and programme participation. ...
Zoho PRM: Partner Accounts
In Zoho PRM, Partner Accounts represent the organisations you work with as partners. They hold company-level information and are the foundation for managing your partner relationships. Each Partner Account can have one or more Partner Contacts, the ...
Zoho PRM: Introduction
When a company sells through partners, growth is welcome but so is the complexity. The more resellers, distributors, and referral partners you work with, the harder it is to keep deals tracked, channel conflicts resolved, and commissions clear. Zoho ...
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, ...
PRM for Zoho CRM: Quick Start Guide
This quick start walks through the order in which to set up PRM for Zoho CRM, from installation through to commissions. Each step has its own detailed article, linked at the end. Phased rollout: PRM is being rolled out in phases, so it may not be ...
Zoho CRM Accounts: Trading Name vs. Legal Entity Name
A common situation: sales know a customer by its trading name, but the invoice needs to go out under its full legal entity name. For example, a business trading as TAPS is legally registered as Tavern And Pub Society Limited. Sales want to search for ...
Working with Zoho CRM APIs Using the zoho-crm Skill
The zoho-crm skill makes it easier to work with Zoho CRM APIs without having to remember every endpoint, request structure, or piece of documentation for a given requirement. You describe what you want to build, and the skill determines the ...
Getting Started with zoho-crm SKILL.md
The zoho-crm skill is an Agent Skill built to help AI coding agents work with Zoho CRM's developer capabilities. This covers what it does and the full detail on installing, updating, pinning, and removing it. What zoho-crm SKILL.md Does The skill ...
Will the New Zoho MCP and Zia Agent Permissions Be On or Off by Default?
Before the new API Access for Zoho MCP and API Access for Zia Agents permissions reach your data centre, it's worth knowing whether they'll show up switched on or off, since that decides whether you need to act before or after rollout. Existing ...
Does a Zoho MCP Connection Use the Connecting User's Roles, Profiles, and Field Permissions?
A natural question once you've set up the new API Access for Zoho MCP permission is whether that permission is the whole story, or whether a user's existing CRM access still applies underneath it. It's confirmed to be the latter. Zoho's Confirmation ...
Security Key (YubiKey): Hardware-Based MFA for Zoho
A security key is a hardware device used for MFA. It needs no battery and no software installation to authenticate your account. How It Works You register the key with your Zoho account once. After that, signing in prompts you to verify using it, ...
Trusted Browsers: Skipping MFA on Devices You Trust
Trusted browsers let you sign in to your Zoho account without verifying with MFA every single time, which saves time if you sign in often from the same computer. Note: Depending on your organisation's policy, trusted browsers may not be available on ...
OTP Authenticators: Using an Authenticator App for Zoho MFA
OTP authenticators are mobile apps used to set up MFA for your account, generating a one-time password that changes every few seconds. Once set up, you enter the app's current OTP whenever you sign in. Authy, Microsoft Authenticator, and Google ...
Multi-Mode MFA: Enabling More Than One MFA Method in Zoho
Multi-mode MFA lets you enable more than one MFA mode for your Zoho account, so a lost phone or an unavailable authenticator doesn't leave you locked out. Zoho offers four modes: OneAuth, SMS-based OTP, app-based OTP (authenticator apps), and ...
OneAuth: Zoho's Multi-Factor Authentication App
Zoho's OneAuth is a multi-factor authentication app built to secure your Zoho accounts as well as third-party accounts, not just Zoho ones. Key Features Passwordless sign-in. Sign in to your account without entering a password at all. Mobile-based ...
Disable/Re-Enable Multi-Factor Authentication Within Zoho
If you want to disable MFA on your own Zoho account, or re-enable it once you have, the steps depend on whether you can currently sign in. If You Don't Have Access to Your Account If you're currently locked out: Recover your account using your ...
How Administrators Can Disable/Re-Enable MFA for Users
To disable or re-enable MFA for your organisation's users, Zoho recommends using Zoho Directory, which lets you manage users across multiple Zoho apps from one place. If you have enforced MFA from another app instead, such as Zoho One, Zoho Mail, ...
How Zia Could Help You Monitor Email Authentication in Zoho CRM
Getting DKIM and SPF records right when sending mail from Zoho CRM is a one-time setup task, but keeping them healthy is an ongoing one, and it is exactly the kind of quiet, easy-to-forget monitoring job that AI-driven tooling is well suited to. This ...
Zoho CRM Email Retention and Mailbox Sync: An In-Depth Configuration Guide
Deleting an email from a Zoho CRM record is a permanent, one-way action, and understanding why requires understanding how email sync, matching and retention actually work underneath. This deep dive builds on our article about deleting emails from ...
Can a Zoho CRM Admin / Super User Deactivate Two-Factor Authentication on a User?
Yes. A Zoho Super Admin or organisation administrator can disable or reset Multi-Factor Authentication (MFA/2FA) for a specific user. Because MFA is managed at the Zoho Accounts/Directory level, rather than strictly inside the CRM module itself, this ...
Zoho CRM's WhatsApp Integration Now Supports Multiple Accounts, Multiple Numbers, and Custom Modules
Zoho CRM's WhatsApp integration has moved well beyond its original single-account, single-number setup. You can now integrate multiple WhatsApp Business Accounts and numbers, and enable WhatsApp messaging on custom modules rather than only Leads and ...
Visual Enhancements to the Create Pages of Activities in Zoho CRM
Zoho has extended its recent visual refresh of activity detail pages to the Create pages for Tasks, Calls, and Meetings in Zoho CRM. Alongside the visual changes, several fields and options have been repositioned so that commonly used settings are ...
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