Insurance Agencies

• Topic Participants

• Ryan

• Sunderjan Siddharth

  

• Dan Avon

• MD

  

• Sticky Posts

• Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

  Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

• User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

  Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.

• Custom Function : Automatically send the Quote to the related contact

  Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow

• Function #50: Schedule Calls to records

  Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

• Function #37: Create a Purchase Order from a Quote

  Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,

• Recent Topics

• How to Link WooCommerce Orders to Contacts in Zoho CRM for Better Customer Segmentation?

  I’m running a fashion e-commerce website using WordPress. My sales staff usually rely on customers’ past orders to segment and re-approach them for sales. However, I’m not sure how to apply Zoho CRM for this purpose, since I can’t link the orders from

• [WEBINAR] - Importing PDF bank statements into Zoho Books [ Indian and GCC editions ]

  Hey everyone! Manually entering the bank statements into your accounting software for reconciliation purpose is a tedious and error-prone task that can compromise the accuracy of your accounts. The banking module in Zoho Books helps you solve this problem

• Download a file from within a zoho creator widget

  I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have

• Let’s Talk: What’s a Good Engagement Rate in 2025?

  What engagement rates are you seeing as healthy for Instagram, Facebook, & LinkedIn (higher education focused?) My top posts on the university alumni pages I manage typically see a 4-9 % engagement rate. What is industry average? Is this measured by the

• Mandatory DEFAULT for Billable and markup percentage

  Hello. So we have been using books and process bills from vendors that are to be invoiced to customers. When we convert from a PO to a bill we can enter the customer name on the line items and that is great. However, we would like to know if the default

• why is zoho assist server so slow

  Hello why is zoho assist server so slow, i use it every and and have fast speed at either end of the connection but zoho assist take upto 10 seconds per click, I connect on the chat they we will have a look and come back saying they have done a reset

• Can no longer upload my own Notebook cover

  I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this

• Nested notebooks

  Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.

• Third Insight - The Importance of Data Segregation

  The Wheels of Ticketing - Desk Stories The Importance of Data Segregation Data segregation In ticketing systems, data segregation organises data into logical groups or categories to reduce ticket backlogs and resolution time and improve the overall customer

• Inquiry Regarding Adding labels to Quick View Cards in Report

  Dear Zoho Support Team, I have created a report and designed it's Quick View and formatted the records as cards. However, I would like to include the field labels alongside the values for better clarity, as users may find it challenging to interpret the

• Facing Issues? No typing—just record and share

  We get it—reporting a technical issue isn’t always easy. Explaining what went wrong over text can be time-consuming, and screenshots often miss the full context. That’s exactly why we want to spotlight a tool that’s been quietly waiting in your Zoho Recruit

• Creation of Path and subpath

  In order to improve the structure of the website for better organization, I would like to consider that when publishing a page, it can be within a section and sub-section. For example, if I have an events option in the menu, I can put past events and

• onDuty Request approval from API

  use case We have custom CRM modules and meeting devices where a user can add meeting details We are pushing these details to People using onDuty Request API Now what we want is If the onDuty request is pushed using API, it should be auto approved i-e

• Move a mail to another inbox without being parto of it.

  I would like to move an email from my inbox to another team's inbox in, without being a member of that other team. The goal is to assign the customer's request to the colleagues who manage that inbox, so they can take over and handle it.

• Zoho CRM CPQ NOT in criteria patern

  Hi, It would be great to have the logic-block of "NOT" in the criteria patern. Currently, only "AND" and "OR" are valid criteria when using the product configurator. Often, a "NOT" logic-block would greatly increase the usability of the CPQ. Example:

• Filter by Portal User Reports no longer work

  I've had multiple reports that filter the data that shows based on the portal user - thisapp.portal.loginUserName(). They have worked fine for years but a few months ago they stopped working. Currently, no records appear in the report. Also, this is the

• Quickly migrate attachments to Zoho CRM without having to restart the process multiple times

  Hello everyone, Customers often want to transfer all their data and attachments to Zoho CRM when they're switching CRMs (or moving from one Zoho CRM org to another). Admins use the built-in import tool to perform these migrations. There's a common source

• Numeric Field Issue

  Hi We are trying to import deals but hitting a roadblock every time. If I create a single line field, the data imports fine for this field (it's a currency field in csv). I have found I can't sum this field though when trying to do a revenue report. When

• Transfering Creator data to Books

  Hello, I am working on a new app that will have suppliers, products, customers, order, etc. When I will be finished, I will want the end result (an order of goods) to be transfered to Books for invoicing and accounting. I will also use the supplier order

• Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts

  Can some on help me regarding our account . thank you so much

• Custom code ass to header and footer code doesn't appear

  I am trying to insert custom code into both the header and footer of my Zoho site. I edit the site "general settings" as demonstrated in the various articles, click save, but the code does not appear on my site. Is there something special I need to do

• Geo-Powered Retail Intelligence with Zoho Analytics

  In today’s highly competitive retail landscape, data-driven decisions are no longer optional — they’re essential. While businesses collect vast volumes of data across regions, stores, and customer segments, the real value lies in how effectively this

• In the Pivot table in the value section i want to the actual value instead of sum or count

  I am creating Early/late Check and check out in pivot report based on Zoho analytics I need the data to include: Employee Name Late Entry, Early Entry, Early Exit, Late Exit, First In, Last Out, and Total Hours.

• Outgoing blocked again.

  Hi Dear, My outgoing mails are blocked again. I am just using it as normal business emails going in and out. Could you please help fix the problem? I am happy to support where I can do to make it work properly. Thank you very much. Aurora

• Tip of the Week #54 – Automatically assign emails to your team members.

  Managing incoming emails can feel exhausting at times. But what if you could ensure that every email reaches the right team member — without lifting a finger? That’s where automatic email assignment comes in! With Zoho TeamInbox, you can easily set up

• Keep your forms spam-free with CAPTCHA

  Is your online form getting loads of unwanted responses? Tired of spam ruining your valuable form data? CAPTCHA is the solution you are looking for. CAPTCHA (Completely Automated Public Turing test to tell Computers and Humans Apart) is a simple yet effective

• how to get the first word in string using deluge?

  let say I have string "David Beckham". how to get just "David" using deluge? I need to get the first word in string using deluge?

• Access a field from incoming webhook Zoho Flow

  I would like to further process an incoming webhook in zoho flow. How can I access a field in the script / custom function. I tried this in many variations but not working: exfield=${webhookTrigger.payload.AnalyseErgebnis}; I would be very grateful if

• Possible Bug: ZML Editor code in Panels not rendered successfully.

  I'm using Panels in my Zoho page because they allow clickable interactions like opening URLs or navigating to other pages. However, I'm facing two major issues: Persistent White Background: Despite multiple attempts, I’m unable to remove the default white

• How to Find and Merge Duplicate records in Zoho CRM

  Hello Everyone,   Today, let's see how to find Duplicate records in your Zoho CRM account and Merge them.   Eliminating duplicate records in CRM seems to be a frequent issue for many businesses. Duplicate records can affect your productivity, increase manual work, and more importantly show incorrect data when it comes to reporting. Hence, it is crucial for businesses to have the ability to avoid creating duplicate records and the ability to merge duplicate records in CRM. As a first step, we need

• Is Zoho Tables part of Zoho One

  Cant seem to add the app as part of my Zoho One Subscription?

• Sending a Link to a Record in an Email template

  I recently introduced CRM Blueprints for the Deals module in my organization, and since our sales process involves several people from different departments, I created a few email templates to be used in the Email Notifications of some of the transitions, to let a user or group know that they need to take action or just be informed of a status change for that deal. Even though everything was working as expected, shortly after setting this up, some users came up to me asking if the notification email

• Payroll in Saudi Arabia

  Zoho is a popular software platform that offers a wide range of business solutions, from customer relationship management to finance and accounting tools. However, one major drawback for businesses operating in Saudi Arabia is the lack of a payroll feature

• How I can export emails from zoho crm ?

  Hello, I am looking for the workaround for exporting the sent e-mails. We use the Zoho crm free version (with upgrated storage) - and the e-mails are written/sent within/out of the crm feature. For our cases we only use 1) companies and 2) contacts -

• Pre-loading related contact lookups to a subform

  Hello, I'm trying to create a module to track group meetings and field data for each group member. Subforms appear to be a good fit for this but I don't want to add each contact every time manually. Can anyone suggest a good solution for this scenario?

• Fetching Comments From A Zoho Ticket Comment using Zoho Desk Api

  Hi I've been integrating Zoho Desk API into our product however, I'm unable to fetch any ticket comments when using your API. I get the following response => { "data": [] } The URL I'm hitting is https://desk.zoho.com/api/v1/tickets/ticketIdHERE/comments.

• What are the formulas behind the system default dashboards?

  We want to know the exact formulas especially for the "time based dashboards". For example the "First Time Closure" logic for the "First Call Resolution" dashboard is not very clear. How does the system calculate that a ticket has been closed at the first time? Please elaborate with further details.

• Grouping payments to match deposits

  Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different

• How to create groups in Zoho People?

  I want to create groups and add users.

• Deleted Blog Still Visible on Zoho Site

  I deleted the blog on the Zoho site and permanently removed it from the trash, but the article is still visible. Please make sure it does not appear. The URL is below https://seeds.tech-manage.co.jp/blogs/post/WL-04550

• Next Page