I’m brand new to the Zoho CRM platform. However, I have two partners who use it already. They would like to create a Zoho One account that mirrors the information in each of their individual CRMs. I’ve been given the task to make this happen.
Is it feasible and how would I go about doing it?
By what I can tell from reading some of the old posts in the Zoho CRM help database, it should be possible… but I don’t know if the information I’ve found applies to Zoho One which seems to be pretty new.