Convert Leads to Deals in Portals?

• Topic Participants

• Damien-Zoho One User

• Sunderjan Siddharth

  

• Sticky Posts

• Zoho CRM's sales trend and sales follow-up trend dashboards are now customizable

  Dear Customers, We're here with good news! Sales trend and sales follow-up trend are two system-defined dashboards that help you understand trends and anomalies in your sales outreach and conversion efforts. They use Zia's intelligence to identify patterns

• Introducing Multiple Sandbox Types and Support for Module's Data Population

  Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow

• Good news! Calendar in Zoho CRM gets a face lift

  Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

• VoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria

  VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute Expanded

• Wrapping up 2025 on a high note: CRM Release Highlights of the year

  Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

• Recent Topics

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• How do I link my invoice to an estimate?

  There has been instances where I have created estimates, however, invoices for the same estimate were created independently. The status of these estimates hasn't converted to 'invoiced'. 

• I wish to upload 40000 Resumes in Zoho Recruit Database. Can I do this in batch of 1000 Resumes ?

  I would like to upload thousand or few hundred of resumes in Zoho Recruit in one go. Please let me know how can I do this Or migrate my 40000 resumes from previous ATS to Zoho Recruit.

• Zoho Writer for Proposals

  Hi, one of the things we've struggled with since moving to Zoho ecosystem is our proposal software Qwilr does not integrate well. It surprises me Zoho doesn't have proposal software but given all the capabilities of Zoho Writer, I'm wonder if anyone is

• Custom Fonts in Zoho CRM Template Builder

  Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

• How do I edit the Calendar Invite notifications for Interviews in Recruit?

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• Foutmelding bij uitvoering/opslaan functie 'Left expression is of type TEXT and right expression is of type NUMBER'

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• Unable to Filter Retail Sales Orders & Need Paid/Unpaid Filter – Zoho Books

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• Possible to delete the "Big Deal Alert" in Zoho CRM?

  Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you.

• Users may not pick the fields to be shown as columns in the Choose Account window when creating a new Deal record

  Hi there, by talking with other users I found out that I, as an Admin, am the only one who can pick fields to be shown as columns in the Choose Account window when creating a new Deal record. In fact, if other users click on the "Add Column" symbol on

• Allow selection of select inactive users in User data fields

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• How Does Knowledge Base Search and Article Recommendation Work?

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• Super Admin Logging in as another User

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• Introducing the Yes/No field: Binary decisions made beautiful

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• Move email between inboxes?

  Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this

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• Offer already made- but I withdrew it

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• Zoho CRM's sales trend and sales follow-up trend dashboards are now customizable

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• Task list flag Internal/External for all phases

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• Add the ability to Hide Pages in Page Rules

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• Composite Product (kit) - Dynamic Pricing

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• View Answer Bot conversations?

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• Train Zia answer bot on only part of Knowledge Base?

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• Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

  We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,

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• How to Create a Fixed Sliding Time Window (D-45 to D-15) in Zoho Analytics ?

  Hello, I would like to create a report in Zoho Analytics based on a sliding time window between D-45 and D-15, with a fixed snapshot of that specific period. The data displayed should strictly reflect activity recorded between D-45 and D-15 only, without

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• Zoho Campaigns: An Outstanding Email Marketing Tool

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