How to trigger a custom function in case of different page layouts? #24
Hello everyone. I’m sure you’d agree that Page Layouts in Zoho CRM is of immense help for businesses involving multiple products and (or) services. It helps avoid the hassle of creating multiple CRM modules thereby helping your overcome redundant data tracking. Take for example an insurance agency that offers variety of insurance services like health, life and automobile insurances. Instead of creating separate modules for each of these services, you just have to create 3 layouts. For every new
Can Zoho do this for me?
Hi We provide three basic services, project time, monthly recurring charges and part sales. These have different margins and different impacts. For example, project time needs managing and scheduling so one team is interested in that. Monthly recurring costs often involved recruiting new staff on contracts at short notice, so a different team is interested in that so that they can plan the recruitment. Testing out Zoho I can see that I can create new items for a quote, and do price books, but I also
Custom Modules and Zoho Mobile
Are the custom modules I created supposed to show in Zoho Mobile ? I created a couple a custom modules but none of them are showing on the Android Zoho CRM phone app. Thanks
lead's duplicate through email "Domain"?
Hi, is it possible to check for email "domain" duplication while creating the lead? Scenario example: Sales 1: add's a lead from company XXX and used email : john@xxx.com two days later: sales 2: adds another lead from the same company but used a different email with the same email malcom@xxx.com this is considered to us as duplicate lead (since they're both the same account)... how can we overcome this challenge? or at least notfiy the sales 2 guy that there is an existing domain same as you're
DAta transfer
We have a custom app in creator but it would better serve us if it was a module in the crm. It links back to our crm anyway. Is there away of bringing that data over and cpmeeping the correct links. I have had a go but cannoypt get it to work?
Target Account Selling in Zoho CRM ?
Hello, Has anyone implemented TAS methodology in ZOHO CRM ? I'am just about to take a decision to buy ZOHO CRM for my organisation, but have doubts how to incorporate TAS into CRM. Would be useful if someone recommend it or no. Thank you Joanna
Sale Funnels
Does Zoho CRM have the ability to have sale funnels to integrate with web lead generation pages?
Smart schedular
Still unsaitisfied with event management in crm so I have seen the smart schedular intergration. Has anyone tried it. They say they have an app but I am unable to see it on the App Store. The free trial asks for zoho login, password and key. I am looking for advice before we potentially open our database up.
Alta usuario
Buenas tardes, le di de alta a un usuario pero no se de que manera enlazarlo a mi CRM, para que pueda compartir los datos de la empresa. Su usuario aparece totalmente vacio. Necesitaría que me expliquen de que manera lo enlazo. Saludos Cecilia
Fields from leads to account
some time ago we created some fields for the leads section, now we want those fields to pass to accounts and / or contacts, but we do not get the option, how can we do it?
Problem with accessing CRM
I have received the invitation to join CRM from my company admin but get an 'account disabled' message when I put in my email and password. We have tried deleting my account then setting it up again, lots of repeat invitations, change of password, several different laptops, ipad app, going out and using someone else's broadband connection, with no joy. I can access my zoho email but seem destined never to use the CRM - Any advice welcome.
Web form
I have created a web form for my wordpress page, and since it is published we get a lot of boots as leads. In the forms I had before that did not happen, how can I fix it?
Home Page - Events View add Contact Phone?
I use a Home Page component, a view that lists my Events scheduled for Today. Is there any way to add the linked contact's Phone # as a column on that view? The only Contact fields I see as options are Contact Name, and Best Time to Contact.
Save received emails to record
I was in chat with support and found out that I cannot do something I'd like to do. I asked if there was a feature request page, but they said just to post here, so here I go... We have CRM setup with IMAP email accounts and I would like all conversations to permanently stay with the record. Emails sent from CRM stay with the record and replies come in through IMAP and if the user cleans their inbox and deletes the message, it also disappears from the record as it is only a link. I would like to
Workflow Rule not able to connect to Module
Hello! I've been trying to create a workflow rule that would link 2 modules together, yet I cannot figure out how to do it. We are trying to write a workflow that will hide fields in the 'Account' module, if the 'Account' module is linked to the 'Product' module, via certain products. An example is: 'Account' field "Product1 Revenue" is hidden if 'Product' "Product1" is selected on the account. I am attaching a screen shot of what the Account looks like. Is there a way to write this workflow? Or
Standardize "From" Email Address for Email Template Triggered from CRM Form
Hi, I'm setting up an email capture form in Zoho CRM, and need to trigger an email to the user that submits the form. I'd like this email to come from a general mailbox for the company, but am only seeing individual CRM users as options for the "From" email. How can I adjust this? Also, is it possible to have the CRM form trigger an email to send from Zoho Campaigns? Or, does it all need to be built within Zoho CRM? Thanks, Jenny
ZOHO CRM locking up
Hello down here in Miami FL area what is going on when I log into ZOHO CRM is freezes and screen says waiting for ZOHO CRM I know 60 degrees is pretty cold for Miami today but you worked in colder weather (LOL) Seriously why is it locking up
Emails
All of a sudden this morning, I can no longer access emails I have sent through Zoho. If I click on an email sent to a Lead, it opens briefly then disappears. I've not changed anything, and I've tried logging in and out, rebooting pC, etc etc - can anyone explain what's going on?
Cant seem to create a new Module
I am trying to create a new module called "competitors" but it says the module already exists. When I manage modules in set-up I cant find a "competitor" module. Am I missing something?
Tip #29: Field-level Security in Zoho CRM
Hello folks, It's Thursday again and I am here with a quick tip on Field-level security in Zoho CRM. Data security is one of the most sought after features in a CRM software. Given that you handle sensitive business information of your own company and that of your customers, we totally get it! You'd probably be hiding one or two modules from your sales reps because it holds some sensitive information. But hey, you have to share customer information with your reps for them to sell better, right?
CRM Hack #22- How to find the parents records that doesn't have any child records associated to them?
Hello everyone! This is going to be the first hack for the year. Let us consider a scenario in which a sales rep wants to know the list of vendors that don't have any contacts in it. Because, without a point of contact to the vendors, the inventory management cannot be managed properly. In Zoho CRM, we have reports that help us extract the data that is present inside CRM. For instance, we can find all the Accounts and Contacts for which the "Industry type" of the account is "Software". So we only
Tip #27: Tag Records in Zoho CRM
Hello Folks, We all love Instagram. It makes sharing your best moments with friends and family so simple. All you need to do is upload your photo, add tags and share. Whenever you want to look back at the pictures, of say this year's Christmas, all you need to do is type "#Christmas" in search. All the photos with the tag 'Christmas' are gathered for you in a single click. Not just your photos, but many photos that were shared even by others with the tag "Christmas". So much for the power of tagging!
Community Digest - December 2017
Hey folks! Wish you all a very happy, healthy, and prosperous 2018! We're elated to connect with you all again in the first week of a brand new year. Trust you all had a great holiday and are back, refreshed and rejuvenated to take on 2018! We had a lot going on in the final few days of last year, and in case you missed out on it, take a look below: Community Learning Series: Automate your work using Custom Functions: Creating events automatically on specific days of the week. Updating all the member
CRM Community Meetups: US and Canada.
Happy 2018 everyone! We are planning to kick start the US and Canada Meetups this quarter. We want to get some insights from you folks on your preferred city, time, and such to plan efficiently. Will be great if you can let us know your preferences by taking up this 2-minute survey. Thank you and hope to see you all soon.
Zoho CRM Community highlights - 2017
Happy holidays, everyone! And on that joyful note, we've got some good tidings to share. 2017 has been a happening year for the Zoho CRM Community for many reasons. Over the year, our Community has built itself to create a space where you, our users, engage with each other, our product experts, and a few Zoho partners. The launch of the Community Learning Series this year fueled increased interactions and engagements among the community members. Here's a quick recap from this year. Here's a bunch
Focus Group #5: Telephony integration with Zoho CRM
With the holiday season fast approaching, we understand how stressful sales can get. Your Sales reps are kept on their toes, fending off calls from clients throughout the season. PhoneBridge promotes efficient sales by enabling calls right from your CRM among other things. But you already know that. We wish to let you in on some best practices and tips we have come up with, to best use PhoneBridge. On Dec 19th, we're hosting our fifth Focus Group - A webinar where we'll be helping you optimize
Tip #26: Add new prospects through your incoming call pop-ups.
As part of our weekly Tips and Tricks series, we are back with a small tip about adding prospects to your CRM database faster. If you've integrated your telephone provider in your Zoho CRM account, the calls that you make or receive inside Zoho CRM would have contextual business information. That way, you'd know details of any lead or contact who's calling you, before attending the call. But when a prospect who isn't in your CRM database calls you, you would get an incoming call pop-up from an
Ask the Experts #3: 5-hour live forum discussion on customizing user management in Zoho CRM
Hi folks! October's "Ask the Experts" session is set to go and we can't wait for you to start firing off your questions. In continuation with our "Customizing Zoho CRM" theme, this month's session is centered around user management in Zoho CRM. Feel free to post your questions about any of the following: Users and groups Roles and profiles Data sharing rules Record-level sharing Territory management Company details customization This platform brings together the CRM product experts, partners, and
How to schedule more than 5 emails from a workflow in Zoho CRM?
Hello everyone!Following up with your clients in CRM makes it different from a normal database management system, especially when the follow-ups are automated. Let's consider a business scenario in which there is a website about the product that the company sells. The product is going to be a tour package. Let's say the client submits a form and a deal is created and invoice is generated. Finally, the deal is closed won. Now, if the admin is willing to send out scheduled emails for all the clients
How to restrict a sales person to create a contact without creating a lead? #19
Hello ! It's wednesday and we are again back with this week's hack. When you run a business we all know how important are the leads as they only eventually become contacts and generate revenue. You might have certain metrics to be satisfied for a lead to become a contact and you would want your sales team to convert those leads alone as contacts and must not allow them to directly create contacts. How to do this ? Please go to setup --> Users and controls --> Profiles --> Click on Contacts and disable
Community Digest - November 2017
Hi folks! Below, is the gist of all that's been happening in the world of Zoho CRM the past month. November's edition of the Community Digest encompasses useful CRM hacks, tips and tricks, custom functions and more. Community Learning Series: Ask the Experts: Thank you users for the active participation in last month's, " Ask the Experts " session once again. The session was centered around ' Workflow automation in Zoho CRM '. Our experts were kept on their toes by the overwhelming response
Focus Group #1: Tags in Zoho CRM
Hello All! Owing to popular request from our community, we at Zoho CRM, have implemented the ''Tag contacts'' feature and it's now in the testing phase. Happy to let you know that it will indubitably be available soon :). As a prelude to the general availability, we're premiering this feature to a small group of users including those who'd expressed the need earlier. Join this premiere and get to know: How tagging helps sort, filter, and segment records. How tags can be used as descriptive categories
"Ask the Experts' session on Zoho Projects and CRM integration!
Hello Members, An 'Ask the Experts' session is in progress now on the Zoho Projects forums linked below. The topic inviting questions and discussions from you is, Projects and CRM integration. Hop over to the following topic and start asking your questions if any! https://help.zoho.com/portal/en/community/topic/ask-our-experts-2-a-5-hour-knowledge-exchange-marathon-on-projects-crm-integration-in-zoho-projects PS: Option to comment is disabled on this post. Do leave your questions as comments in
Ask the Experts #4: Q&A session on Automating workflows in Zoho CRM
Workflows help you automate routine CRM tasks, optimize your time, and promote sales efficiently. Workflow rules help you stay productive by sending emails, adding tasks, or updating fields for you.Here are a few of the primary benefits: Automating workflow rules, field updates and webhooks Trigger pre-defined emails Instantly assign leads to employees Trigger actions in third-party applications This November's Ask the Experts session is going to focus on workflow automation in Zoho CRM. This is
Tip #23: Mapping dependency fields.
Hello! Today's tip is based on dependency fields that helps you reduce clutter. Many a time, a picklist field’s values are so many that it gets difficult to find the right one when needed. A very common example would be that of the Country and State picklist fields. Imagine if you had an entire list of countries and also a full list of all the States to find and choose one. How tedious and confusing that would be! But that is not how we have it! We generally select a Country and the relevant State
Black Friday Bonanza: Share your sales story and win $25!
With Thanksgiving, And Black Friday coming your way, Let's skip the gravy And get right down to turkey. Let go of failures And focus on deal closures. Revel in merriment Be this, a testament To great sales And successful emails. So come over and bask in your gloryUpon sharing your sales success story! Hey Folks! Zoho Community wishes you a happy Thanksgiving! With Thanksgiving right around the corner, let's whip up some festive cheer. Share your recipe for success and win a $25 Amazon
CRM Hack 18: How to ensure leads are assigned the first stage when attempting to create with an intermediate stage?
Hello everyone ! We shared a hack earlier on leveraging blueprint to restrict users from creating leads from an intermediate stage. Let's take it one step ahead. This week's hack helps assign the 'first stage' to a lead created at an intermediate stage. And this change in the lead stage is notified to the manager concerned. Let's consider a sales process with eight Lead Statuses - Attempted to contact, Contact in Future, Contacted, Pre-Qualified, Event scheduled, Event updates, Convert Lead and
Tip #22: On using website visitors information inside CRM
Hello folks, As part of our weekly Tips and Tricks series, we are back with a tip on using website visitor information inside Zoho CRM. When you are a sales person at a physical store, you can mostly tell if a customer is really interested to buy something or he/she is simply a window shopper. You can decide on your pitch and conversation accordingly. On the other hand, when you are working with leads online and over the phone, you can never be quite sure. Not until you have their visit information
Focus Group #4: Setting up SalesInbox and best practices.
Hey folks! We're back with yet another edition of Focus Group, this time we'll be focusing on something exclusive to the Sales side of Zoho CRM - SalesInbox. A big chunk of your time is utilized for checking emails from leads and contacts, and providing timely response. With CRM insights right inside your email client, SalesInbox helps you prioritize your emails and perform CRM actions right from your email client. Why toggle between your email client and CRM when all you need is presented right
How to make sales rep follow sales process ? #17
Hello Everyone! It's Wednesday and we are up with the hack. Consider an admin has set a blueprint for lead status with five stages to follow the transitions for each stage. Now, if an user while creating a record sets the lead status from stage three then the transitions and the process for first two stages are missed out . So you will want your sales rep to follow the process by going through stage one to the last stage and not start from a stage in between for the leads status field. How to achieve
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