I cannot add a user to my Zoho CRM account: User already has an account

I cannot add a user to CRM in Zoho One - account already exists

It happens often that users create a trial account when they try to log into CRM (or any other Zoho Application) prior to them being invited into the Zoho Organisation. A user or CRM can only be in one organisation with each email address - therefore the user must close down the trial account prior to being able to join the organisation's CRM account, or use a different email address for each Zoho CRM organisation.

To do this, the user needs to log into that trial account. If the trial account has expired, the user should proceed to the free version (there will be a dialogue for this). Then in Settings, the user clicks Company Details.

If no company details have been set up, create a single entry (i.e. the company name) and press save. Enter Company details again.

In the company details screen, the option to cancel the account is displayed. If not, it means that there are other users in this account. These users must be deleted/deactivated before the account can be cancelled. If there are other users present, it may take up to two days after they are deactivated that the account can be deleted.

Once the cancellation is completed, the user can be added to the Zoho One CRM instance of the organisation.
    • Related Articles

    • Cannot add a Zoho One user to Zoho Sign - account already exists

      If you are adding a user to Zoho Sign from the Zoho One Admin panel, you may get the message that the user already has an account in Zoho Sign. It is likely the user has signed up for a Trial with Zoho Sign. It is not possible to have more than one ...
    • How to add a cross referenced field in CRM (for example a field to track "referred by")

      Tracking "referred by" on your leads 6 0 Comments The best advertisement is word of mouth - your customers referring you to new potentials. Standard Zoho CRM does not provide a link between leads and the contacts that referred them. It is, however, ...
    • How to sign up to a Zoho One trial

      If you are not based in the EU, you can sign up to a trial by clicking this link - or see the video for how to sign up via the Aurelian Group website. If you are in the EU, please sign up by clicking this link.
    • Configure Email in CRM

        How to configure email in CRM   How it works In Zoho CRM, you can have all emails to and from contacts associated with the particular record. This means you do not have to go to an external email program to search for email conversations between ...
    • Managing users in Zoho One

      Users are added and deactivated from the Zoho One Admin panel - to enter the admin panel, the Zoho Administrator can go to https://one.zoho.com/ and select Admin Panel. Once selected, the Admin Panel opens. From this panel, select the Users icon to ...