How do I build a Report that shows Activities x Contacts by Associated Campaign?
My colleague and I have been A/B testing two separate campaigns created in Zoho. Each campaign is associated by a specific Email subject line and a list of contacts. We called into those contacts over the past week, logging each activity in Zoho. I am
How to integrate a database of vehicle models in CRM?
I use CRM to work as an insurance agent. I would like to use the vehicle model database. I wonder if it is possible to achieve it and I am looking for hints on how to get it or for a professional who would do such a task for me (I will need a possible
"Convert" button on the Leads page allows users to bypass my blueprint?
I have a blueprint set up to qualify leads and weed out the junk leads, etc., before allowing them to be converted to contacts. My attached screen cap shows that my lead is in a particular state, and the transitions available to it per my blueprint.
Change the periods display in currency field
hi, The default periods are displayed based on the international number system like 123,456,789. we would like to display the currency field in indian number system like 12,34,56,789. Could you please suggest the suitable procedure to get the indian number
Lookup Fields in Purchase Orders does not affect Reports
Hi, 1. I Created 2 Lookup Fields in Purchase Orders for Deals and Sales Orders. I Don't see these modules when trying to create a report when Purchase Orders in the Parent Module. Looks like it is the default behavior. can you check if it is possible
New Layout Updates Causing Issues for us
Recently, there was an update to Zoho (within last 2 weeks). There are 2 issues that we now have: 1. When someone sends "Mass Email," previously it would tell us which ones did not go through. Now, with this new update, if we send mass emails (say to
Survey questions inside email template
We have a Net Promoter Score survey. It is 3 questions only. When the deal is closed we need to send an email to a customer asking them these 3 questions. Currently, the only option I can find is to give a customer a link to survey. What we need is to
Add Options and Subtotals to Quotes
Is it possible to setup quotes to include sections with subtotals as well as sections where you can include optional configurations. For instance if a customer needs the core product quoted but is interested in having some add-ons priced right now we
Problem with performance
Hi, Is Zoho CRM having problems with performance today? My CRm is very slow, sometimes doesn't load.... Tks
CRM Client Portal
Is it possible to have a portal where a partner/reseller of our products can only see their customers deals, quotes, sales orders, invoices, etc.? Quotes, Sales Orders, Invoices would be created in Zoho Books. Example: Our partner - A1 Reseller A1 Reseller
Outlook Plugin Being Dropped
We have been users for just over a year now and have been able to get Zoho to really work for our business and help track leads and deals. We also use it very closely with Outlook. Some of the features we use very often are attaching emails to specific
Lookup field conversion issue from Leads to Accounts and Contacts
Hi I have created a module called "School Assocation" in Zoho CRM. I created a lookup field in Lead for this module. I also created a similar lookup field to the same module (School Association) in Accounts and Deals. When I go to "Lead Conversion Mapping",
ZOHO CRM: Number of records selection in list views removed
As a big surprise, the function "number of viewed records" in the list views was deleted. Can someone at ZOHO please give a vaild reason for removing that important functionality? Now since this funtion does not exist anymore, we can manually select and
Adding new contact to an account? And difference between account and company?
We're trying to organize all of our customer contact information. B2B customer has account X with contact John Doe We have a contact named Jane Doe that we want to associate to this account X, but within the account we can't do that. There's no + button
How can I turn off notifications!?
Hi all, I keep getting dozens of email each day asking me to approve the Main Contact. I am the only user on the CRM. How can I stop these emails? Theyre clogging up my inbox and I cant see a setting anywhere in Zoho CRM to disable these emails. (theyre
How to send SMS / TX messages through Zoho CRM
Hi, I currently use zoho crm and make alot of sales calls. I like to use the activity logger so i know when i have called a potential customer. I have recently added a TX message fuction to my list of contact methods via skype and have been logging TX's sent via the same method as calls. However it would be nice if you could select Call or TX as an Activity Type. Im am not sure how skype and zoho intergrate but it would be great it they could log calls & tx made by skype automaticly. Thanks Mark
Zoho CRM - lookup field search
When a lookup field is added to a custom module to lookup records from another custom module what does the search box actually search on in the records of the custom module being looked up? I believe it is just the email field but my testing has rendered
Can I block blacklist customers from being added to invoice?
Hello, I do have a status dropdown in my Contacts Module with the entries "Active" and "Blacklist". I want to block or filter customers/contacts that do have the status "Blacklist" from being added to invoices? Is this possible in Zoho CRM? Thanks for
View
Can someone please help I have a contact that one of my salespeople sell a policy how can I make sure after that sale (Client Won) they can no longer see that client anymore in this module? Can you do this? I know you can stop them from seeing certain
I can not delete accounts in my Zoho CRM
In my Zoho CRM, under the tab accounts, I am not able to delete an account. Example: I have either 2 accounts with the same name or I want to change the name and delete the old name.
Account Lookup Search Tooltip
We have Account Lookup fields in several modules. From what we can tell, the info that shows up in the “hover info” box (see black box below) is based on the Business Card view. However, the “Website” field is NOT in our business card view, but it’s showing
List of customers per product
I like to have an email or address list of all customers per product. So for instance, there is an upgrade available of product AAA and I want to mail all of my customers who ordered product AAA. I've been looking into the user guide but couldn't find anything. Please advice!
ZOHO E-mail signature changes line spacing
When trying to create a e-mail signature my line spacing is changed. I cannot manipulate the ZOHO e-mail signature to match my Outlook signature.
Hot Leads versus regular leads
I am new to zoho and I have two questions. (1) Leads: we have two sets of leads, one set hotter than the other, is there a way to let the hotter leads stand out? (2) I have imported leads using CSV, how do I separate them by Industry? I have created views thinking that is how I can upload each list per industry, but clearly it is just a view. I would appreciate it if someone can help.
Can you specify the primary Contact name with in the Accounts when having multiple contacts for the same account?
Can someone help... If you have 4 contacts for one account... how do you know who the primary contact is? Are we able to specify who the primary contact is? Thank you in advance, Christine :)
Task/Meeting/Call
We're not really using Meetings and Calls - it's 100x easier for us to use Tasks for all activities and create a custom field called Task Type to narrow this down. Can someone confirm that if I remove Meeting and Call modules from non-admin profiles,
Awaiting response section in Salesinbox
Hi there Is there a way to have a "Awaiting response" section in Salesinbox email service? I used freshsales before and it also ha da list of emails that I never responded to and this helped prevent forgetting to follow up on an email I read but didn't
Automatic currency update for Zoho CRM
Hi, Once anybody needs to make automatic currency updates we offer the extension that helps it. Currency Exchange Rates for Zoho CRM: https://marketplace.zoho.com/app/crm/currency-exchange-rate-for-zoho-crm With this extension you can: - Automate currency
Zoho Forms
Hi, I am trying to create a document collection application using Zoho Forms and Zoho CRM. In Zoho CRM, a custom function would generate a list of document based on different criteria, and populate it inside a subform. Then, I want the Zoho CRM subform
Deal Stages UI Bug in Hebrew
By The Grace of G-d. Hi, The Deal Stages UI is buggy when the CRM is used in Hebrew. Plaese see attached screenshots. Thanks!
Unable to email a particular contact
Hi, We are having issues sending emails to one of our sales agents through Zoho CRM, can you please advise? We are able to send emails to others on our domain, and her email exists, we are able to email her from any other platform except yours. Can you
Create a lead cycle for my consultants automatically
Hi how are you? I currently have 3 employees who are in the net sales department and I want to create a situation where the 3 employees get more or less the same amount of leads And even go deeper and give relatively to each sales consultant because I
can I send a mass email from "tasks"?
For example: I have tasks that involve sending 75 templates to individual contacts "123"., I have more tasks that involve sending 50 templates to individual contacts "456", etc. Can i do this as a mass action or does everyone need to be send individually?
Export a Custom View of Leads
Is it possible to export the data from a custom view of leads? I do not want to export the entire database.
Installment sales
Hi, I'm using Zoho CRM integrated with Zoho Books. What is the correct way to register a sale in installments? One potential in CRM to many Invoices in Zoho Books? or one potential for each installment ? I need the installments should be correctly represented in Zoho Books cash flow statement. Thanks,
List view space is wasted
It has been automatically updated to allow you to adjust the list view spacing left and right. However, due to more space than before, the required items can no longer be displayed on one screen. I'm wondering why Zoho didn't set it to narrow the space
Email Template Builder, where to add Pre-header?
Hi, When my message is received, the person see this pre-header https://sender12.zohoinsights.com/.... Where can I set the Pre-header in the Email Template Builder? thanks
Emails coming from Zoho CRM are landing in customers spam folders
Hi, 90% of emails we send from Zohoo CRM are either not being received or going into users junk folders. Its a basic email template with our logo and some text and contact details. How can we make sure that these emails are delivered? Thanks
Email
I have set up an email workflow to notify me when an email is opened, that works fine. However, I set one up to check for unopened and it does not work? Done the same for unreplied and it does not work. Using the same lead record for the test which
Automatic attribution of Facebook Ad leads
We would like to attribute leads coming from Facebook ads and follow them all the way through the funnel to conversion. This does not seem to be possible currently. Any ideas?
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