Mass convert Leads to Contacts
Hi , I want to mass convert Leads top Contacts. I understand how to do this one-by-one using the Convert function, but is there a macro I can run to convert a lead (who is not a prospect) to just being a contact? thanks
importing leads
Hi there, I´ve just imported 20,000 contacts on leads database and everything is ok, except that all of them are under my name and not on the owners name (i have a column with that). Also the creation and modification dates are all the same day of the importing proces insted of the date&time that has the column. Note that I put the data on the same format (MM-DD-YYY HH:mm:ss) Thank you!
Quote modifications
I've generated a couple of quotes and the report output (printed quote) is problematic in that it prints the list price and the line total at list price but even if you adjust the discount on the line item it still totals the line as listprice x quantity. What would be helpful is if you could add a column called "discounted price" and then total the line item as discountedprice x quantity so that the discounted total at the bottom of the quote matches the sum of all the line totals if that makes
Migrating Notes into zohoCRM (Created Time)
Hi, I'm trying to migrate notes from my other CRM into Zoho CRM. I am able to successfully migrate the following: 1. Note Owner ID 2. Note ID 3. Note Content 4. Parent ID But I can't seem to get the Date/Time to migrate correctly! What format do I need to use for "Created Time" or "Modified Time"?
CN users import data can't be success
For CN users,in any module,import data can't be success.It will tips <Summary details for this import are unavailable.>
Incoming emails do not synchronise
I receive notifications for opened email but I can't see the incoming responses and emails. how to solve it? One more issue while I do email settings is I receive this message : "You are yet to enable IMAP for your account. Access the link https://www.zoho.com/mail/help/imap-access.html to learn more. (Failure)" be noted that I can't access zoho mail as well.
Setting up Zoho
We have been using the free version of Zoho for quite awhile, and I'd like to figure out how to make sure Im utilizing all of the features available. So the first part of my question is related to setting up a system. I think the easiest way is to explain what I've been doing and see if anyone has ideas or suggestions on how I could be working more efficiently in Zoho. Im not sure if this is relevant but we are a Landscaping company. When I receive new lead information from like ServiceMagic, I go
removing Fields
I have created a number of additional drop down choices in the Type field within the Deals Module. I decided to remove a few of them which I did and they no longer appear in Zoho CRM. However the fields I deleted are still available in Zoho Reports when I create a User Filter using the field Type. I have refreshed my data in Reports so it isn't that. Is there somewhere else I need to go to delete them
When to use CRM workflow rules or Campaigns Automation?
How do we know when to use CRM workflow rules or Campaigns automation to send a triggered email to a customer based on criteria?
Add contact name to Open Deals report
Hello, I have created a Open Deals report but do not see a way to add the contact name as a column. How do I do this? Thanks Steve
Importing Database CVS - Industry field
Hello, I am trying to import a CVS excel database. First, I want to make sure that this important field is going to take action in my CRM under Zoho and need to create a field possibly using INDUSTRY drop-down ? to specify the data origin and to find it later on on Zoho. The only thing I need to do is to import a database that I can find easily when searching it. Example: I have a database that I will call "Clients from Expo W" now how do I do that export - import without editing the Industry later
Scheduling reports
I'm trying to schedule reports, but I cannot find the option. I have a Professional Edition and Administrator Rules. Can you tell me where can I find the option? Thanks!
How can I switch a drop down field to READ ONLY after a value is selected?
As soon as a Lead is claimed froma sales agent, I want the field to be switched to Read Only so no one else can claim the same lead. How can we do that?
does sorting in reports work using column headers
I created a report under account and contact reports with columns for Account Owner, Account Status, Account Name and Billing City. When I run the report all the relevant information appears. I want to put the report in order by Account Owner. When I click on the Account Owner label all the records for each Account Owner are grouped together. However the alpha sort is inconsistent... the Account Owners appear in the following order (first letters of first name and surname only) First Surname
Folder Attachment
Hello, I have an issue when I want to attach a folder from the Zoho Documents Tab in my Zoho email, when I click on the "join" button, nothing happen. I try with Edge, IE11 and Google Chrome on Windows 10 and exactly the same issue. Is it a Zoho bug? Thanks for your help Regards. BR
RGB and Color numbers in the User Interface - can we have them back
Dear ZOHO, The new UI in ZOHO CRM is truly amazing. However in the old UI there was the possibility to set the color to an exact HTML colornumber. I have found this very useful for clients (i am a partner) Can we have it back, and if so, when?
Edit pick list for Contact Role field
How do I edit the pick list for the contact role field? This field is not displayed in my Potential Module customization page but it does appear during conversions from Leads to Potentials.
creating account reports problem
I created an Account and report with the columns Account Name, Account Status, Account Source When I run the report it displays each Account name and Account Status multiple times. Is this a bug or am I doing something wrong? David PS I'm new at this but not at working with databases of various kinds and finding the whole think challenging
Upload PDF under Corp Account
Hi Can you tell me how to upload a PDF file under this crop account, and all users can view the file? Thanks
inventory template with fixed header and footer - how can I create that? NEED urgent help
Hello there, I am not a pro in creating html files therefore it is quite disgusting that a powerful crm like zoho is not able to help properly. We do not want to spend more money for a fixed footer - we just need some help. I need help today with exactly the same issue - I tried this solution but it does not work for me either. Header is appearing on second page but the footer does not appear on any page anymore. What do I do wrong? I am sorry for my English - I am from Germany and I hope that you
Using Full Name in Web Form
In an effort to shorten our Web Form I'd like to use Full Name rather than First Name & Last Name. I figure I can just separate it from there to populate First Name & Last Name (with a Custom Function if necessary). Or, perhaps it can be done during the form submission itself? My criteria: - Everything up until the first space is the first name - Everything after the first space is last name - If there is no space everything is considered First Name and a "?" is assumed for Last Name I can always
Bug? Trouble with editing fields outside of edit mode.
You should be able to edit fields on Zoho without going into edit mode. For example you should be able to hover over the due date field, and it will show you a little pencil icon that you can click on in order to choose a new date. Usually this works properly, but sometimes when I hover over the date, the pencil icon will show up a line and 1/2 below. See the picture attached to this message. Of course, when I move my cursor to click the pencil icon, the pencil icon disappears before I can get there.
Where is the "Data Sharing Settings" option?
Hi, I am trying to make all contacts/ leads/ etc... available to all users. According to several threads, I have to do this by accessing "Data Sharing Settings". Problem is, under "Users & Control", all I can see is "Users" and "Security Control" - there is no "Data Sharing Settings" option. Where is the "Data Sharing Settings" option?
email synchronisation
Is it possible to synchronize only the sending of e-mails in zoho CRM, if yes how?
Add campaign data in the campaign column view
I need to sort campaigns (email campaigns) by open rate. There is no option to add a column to the campaign view in crm, that would represent the data inside the campaign or the "campaign email details". How can I achieve this? I want "campaign name" , "type" , and custom columns like "open rate" and "clicked" .
Send contacts to another module.
Hello In our company, 10% of the leads we upload are disconnected numbers or sometimes people that dont want our product and tells us to call back in a few months. We grab those leads and we send them to a custom made module called Future Sales. Right now, i just cant find a way to send a lead to that custom made module, the only thing i can do is convert the lead to a contact. Is there any option to grab the lead and send it to another module other than contacts? This is critical in our company,
Broker slip to be inserted in the lead module - Zoho CRM
Through the event, I can insert any documents in the lead module. But, I have to insert the broker slip in lead module. How can we insert the broker slip in the lead module. We are the Insurance brokers.
Formula Field - Telephone and Cellphone - Contacts
Hi, I'm using ZOHO CRM PROFESSIONAL and inside quotes I have JUST ONE field to insert phone number. Some contacts they have just Cellphone (Engineers) and othes just regular Landlines (Administrative people). I've created a field called "Quotes Phone" and i need to create a formula inside this field... "IF CELL PHONE IS EMPTY USE LANDLINE IF NOT USE CELL PHONE".. If(${Cellphone}==null,${Landline},${Cellphone}) String Zoho says.. "wrong argument"... What am I doing wrong? Thanks a lot.
Skype Integration
Is there a plan to integrate Zoho CRM with Skype? If so, what is timing? This would be a welcomed feature.
Field(s) not available for Mass Update
We have a commonplace situation in which one of our clients has changed the name of their company. I thought of using Mass Update on the several Contact records within that organization. It was very easy to select as criteria Account Name = "X", but when I proceeded to the Mass Update section, "Account Name" was not one of the fields I could select in the list box to modify. I don't know if this is just a complete oversight, or if someone somewhere thought there was a good reason not to include
PROBLEMAS CON CREACIO DE PLANTILLAS
CUANDO quiero crear de mi Zoho Plantillas desde el dia de ayer no me Salé Ninguna de la options Que Aparecen En La parte Derecha de la Pantalla (Archivos adjuntos, Cancelar, Vista Previa y Guardar). Ojala puedan ayudarme ya Que Necesito Agustinianos Plantillas. Gracias de antemano
ZOHO PLANTILLAS ERROR
Cuando quiero crear de Zoho de Plantillas de mi desde el dia de ayer no me Salé Ninguna de una options La Que Aparecen En La Parte Derecha de la Pantalla (Archivos adjuntos, Cancelar, Vista Previa y Guardar). Ojala puedan ayudarme ya Que Necesito agustinianos Plantillas. Gracias de antemano
Need help with a report: accounts with last closed deal > 1 year
Hi, I'd like to display the accounts that haven't done business with us in over a year. (so the last Closed Won deal was over a year ago) I'm not finding the right boolean combo. From what I can tell thus far this isn't possible. Any ideas?
Help, incoming mails are not displayed
Help, incoming mails are not displayed at the contact. That is a big problem. Can you do something? Rolf
Contacts in detailpage for accounts
Hi, I want to know if I can change the contacts that appear in the top info of the detailpage of an account. I do not mean the table below the account details but the contacts right beneath the business card fields. Kind regards, Joost
No tiene cuenta zoho crm
Hola, gusto en saludar, soy nuevo en zoho, al momento de ingresar en la cuanta desde la app me muestra el siguiente mensaje de error: no tiene cuenta zoho crm, por favor ayudenme a resolver este problema, saludos.
Adding an email to CRM as a new lead
Hi There used to be an option previously to add an emailers details as a new lead. Now if I get an email into my account and want to add it as a lead in CRM I have to go to CRM add a new lead manually and then populate all the fields, which is VERY time consuming. Unless I am missing something, is there a quick way to create a CRM email from my email account (set up on Zoho mail) Thank you Roy
Can't seem to complete basic task management
Hello, I have spent many hours trying to figure out how to maintain continuity of my internal processes since joining Zoho CRM. Currently I use Gmail (Google Apps) for our business. I access my email regularly through the day from multiple devices (phone, tablet and laptop) depending on whether I am in the office or out on the road. For this reason specifically I require my email to be set up as IMAP so any emails I receive that I either reply to or move to my personalised folders needs to be synced
Can't get the report I want leads->sales
This seems like a simple one to get, but zoho support is no help or say it can't be done. Here is what I want: I want to know how many leads a sales rep got, and how many of them they sold, in a month. Here is our process: Lead comes in to CRM assigned to manager, who then transfers ownership to appropriate sales rep. Sales rep turns it into a potential, then eventually a potential "sold". I can't even see how many leads a rep got last month, because they turn into potentials so now the leads by
Link CRM and Email
We have a CRM account and added an Email account. We are unable to setup email aliases for the addresses used in our CRM account. I assume we have to link the two systems together, if yes, how to we unify/link the two systems?
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