How can I add an existing Zoho CRM user to my company’s CRM account?

You can add an existing user to your company’s CRM account by replacing the email address in his/her account with another one. This is necessary because if an email address is used to create a Zoho CRM account, it cannot be used again to add the same user in another CRM account. So, without closing the account, the user can replace the email address, which is needed to join the company account.

 

To release the email address

  1. Log in to http://accounts.zoho.com.
  2. In the Home page, click Email Address.
  3. In the Email Address page, add a new email ID.
    A confirmation email will be sent to the new email ID.

Upon confirmation, you need to go back to http://accounts.zoho.com and make the new ID as primary and delete the email ID that was being used earlier. Once the email ID is released, it can be used to join the company’s CRM account.