Do I exploit all the tracking possibilities in Zoho?
At my company we are doing our best to track ROI on marketing activities, but I'm not sure if we are doing it optimally. Especially we would like to be able to find out if people that register for our free trial (we sell software) have EVER clicked on one of our SoMe ads. According to Google Analytics almost all of our conversions come from organic searches and 'direct', and when I look at 'Assisted conversions' on Analytics these two are pretty much also the only two sources that are shown. We believe
Sharing a contact
How can I share a group of contacts with other users or user roles?
A word of caution before switching to ZOHO ONE
To those in another edition of Zoho CRM that are considering switching to Zoho One, make sure you're not over the standard allotted storage limit before you proceed. i.e. anyone using BCC Dropbox and paying for extra storage. There is no extra storage option in Zoho One as of yet, so you will not be able to BCC any new emails with attachments. This may not apply to a huge swath of users but for those that it does it will save you a huge headache until they sort this out.
loading events
I am trying to load evebts from excel and am getting an error "From date must be less than or equal to to date" . Both dates are in the excel file but only the to date is being copied to the data loader. Can you help?
Importação de clientes - HELP!
De: Não Consigo importar Meus Clientes. O Sistema NÃO possui hum modelo de Como preenchido Ser DEVE?
Search for Duplicate Tasks
Hello. Is there a way to search for duplicate tasks? I might have created some duplicates accidentally which were triggered by wrong workflow automation.
email conig
I have set up to send mail to a mailbox. For statements in the mail I need to get sent emails, how I need a way to configure mail and Zono for that would be in your mailbox in the section sent letters preserved. Mailbox mail.ru
Mail merge activity
Hello , I was wondering if theres a way to track activity of mail merge documents activity. For example everytime we get a new client they have to receive a welcome packet and not all of our clients have emails (servicing senior citizens) , so sometimes we have to print it for them. I realized theres no "tracker events". I also noticed that when you email from the mail merge view the system doesnt log the email in activities. Is there some type of workaround ? Thanks.
Bounced emails not reported
Hi, we use the outlook plugin and are not getting reports of bounced emails so assume that emails have gone through. is there a fix for this basic functionality?
Mapping Account data to contacts and potentials
Would like to map the data from an Account record (i.e. industry, account specific information about their systems, etc.) to the contact records and potentials. Is there a way to do this? Thanks
Turkish Language support!
Hi, We are thinking of testing ZOHO but need to make sure it fully supports Turkish language. would appreciate feedback from ZOHO experts about this point please. btw. we also need it to support all other options like Books , creator ..etc Regards, Ahmad
Forecast categories
I have created 16 stages for the many steps in our sales processes and have associated them with probabilities using the Potential Module probability mapping feature, however, my boss would like to set the stages as sub categories under 6 main Categories I was thinking I could use the Forecast Category or Type in the Probability Mapping feature, but couldn't see if i could run reports or list views of opportunities using the Forecast Category or Type. How do you run reports using Forecast Categories?
ZOHO GDPR compliance as a data processor
Hiya, I would really appreciate it if Zoho can provide an update about how Zoho CRM will be compliant with GDPR - i know there are threads within other product forums, but I'm just keen to see how Zoho CRM will provide 'contracts' in its role as a data processor with those using this service. Many thanks, Joanna
What the AccountID or LeadID for?
hello zoho team, I would like to know more about my options with ID fields and what are they mainly used for? BR Doron
I can not add a "task" from the "opportunities"
I can not add a "task" from the "opportunities". Button "save" (Zapisz") does not close the window of adding task. Any idea? regards Tom
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
CRM Feature Enhancement
Hi, I find the BCC Dropbox very useful for recording communications with customers. However, sometimes we send brochures or similar commercial material that is exactly the same for hundred's of emails. I would like to keep the record of the email sent, however storing the attachment 100's of times eats up a lot of space in our storage. I would really like the possibility to choose if I want to store attachments of emails or not in the BCC Dropbox option
Populating field based on data from different module
Hi, I don't even know if this is possible.... We have a schedule module that lists the development times and details of the product. This module contains a code field which is relevant to the specific product and version of the product. We also have an order module where agents can select the product and select the version and raise customer orders. What we need is when the agent selects product1 from a dropdown and version 3 from a dropdown for the order module to look at the schedule module, see
Attachment processing
Hi, Is there anyway of updating a record to show when an attachment has been added? At the moment we have a module to manage documents for potentials and I would like to be able to automatically update the record when an attachment has been added. At the moment it is a manual process of ticking a box when you upload a file. Many thanks, Joe
Implementation Process Task List
We have an implementation process for each new customer that is the same. How can I create a task list with different tasks for each team member that can be checked off as they are completed (no specific dates). And have that list automatically initiate each time we close a deal as won?
Are multiple tables possible in Zoho CRM inventory template?
I am trying to get the multiple products to show up both on the descriptions and the summary table on the final page of a quote inventory template. The problem is that Zoho CRM has a special code to tell the template to display the repeating products. That special code only seems to work in one structure/table per quote and it's the first time you use it. So if I make the repeating structure the descriptions, the final table won't have the multiple products. Any suggestions???
SalesInbox and Meeting Requests
Meeting requests are coming into my Salesinbox with incorrect time of day. Same meeting request retrieved in Outlook has correct time. My user/timezone settings in Zoho are correct. The times appear to be that of the sender in a different time zone than I am in. It is showing me THEIR local time, instead of mine.
Outlook plugin problem
Outlook plugin from today not work!?!? the error messagge is this: "error while ading mail" Best regards fabrizio ligi
Could but CAN NO LONGER delete LEADS
I kept getting an annoying pop up message each time I deleted 100 Leads and since I had several thousand to purge I checked some box that said something like DO NOT ALLOW to create more ????? I can not delete even one record now. How do I fix this mess?
Requests for information
Hi What is the difference between lead, account and contact? How to use these tabs? I am a beginner. Excuse me. best regard Philippe
Upgraded to Win 10 and CRM outlook plugin isn't working
I have updated to Win 10 and have outlook 2007. Each time I try to install CRM outlook plugin nothing happens. I am thinking that it is installing in Windows Old not new. Please could you advise where I need to install to get this working? Or if that isn't the problem can you advise how to fix it? Many thanks
Single Page with single product
Hi I am wondering if there's a method to prt one sales order with more than one products into separate pages Say 10 products Page 1 only shows product 1 Page 2 shows only product 2 So on Thx
Exporting csv data in unicode
While trying to export my data in Hebrew to a csv file i only get sort of unsupported symbols: "׳ ׳§׳•׳— ׳§׳™׳™׳ " an so on. Is it possible that you don't support unicode? Is there any workaround to exporting my data?
How to create a List view for Leads Module to show only those Leads that are also converted into potentials, in Zoho CRM?
Hi, I am working on list views of Leads module. Here I got a view showing Leads that have been converted to Accounts, Contacts, And/OR potentials. Now I want to create a view in Leads module to get all the converted Leads that are also converted into Potentials. Means I want to get all the leads in this view that are converted into Accounts, Contacts, and Potentials. How can I do this? Is it possible in zoho crm or not? Any help will be appreciated.
How to delete leads waiting for approval?
When I go through my list of leads waiting for approval (Approve Leads) some are from spammers. There is no delete button in the new UI to get rid of dud enquiries. Please remedy this or advise how I can delete.
ZohoCRM Outlook Plug-In error
I have a user that is getting this pop-up in her outlook every time they create a new email. What is causing this to occur?
Does the free version have a expiry date?
Does the free version have a expiry date?
Tinkering with Adobe Sign (or other digital signage tools)
I started using Adobe Sign to digitally sign documents through Zoho CRM, cool feature. However I need to push certain general parameters into the plugin, can't seem to do it through Zoho or Adobe Sign. Is there a way to do the following? - There is a parameter called "Signing Deadline". I want to set the default value to 14 days. - All documents in organization are to be signed by the CEO. I want to add him as the second signer to each envelope I send. Currently we are doing these two tasks manually,
Calculate a formula in the module Product
Calculate a formula in the module Product Hello Community I have a question about Zoho CRM module products, I have a two values. 1 piece price 2 minimum order quantity I would like to create a fled with the formula unit price * minimum order quantity ($ {} * Produkte.Stückpreis $ {Produkte.Mindestbestellmenge})) The error message Missing bracket appears. What am I doing wrong, sorry i'm doing it for the first time. Thanks in advance
Calculate a formula in the module Product
Hello Community I have a question about Zoho CRM module products, I have a two values. 1 piece price 2 minimum order quantity I would like to create a fled with the formula unit price * minimum order quantity ($ {} * Produkte.Stückpreis $ {Produkte.Mindestbestellmenge})) The error message Missing bracket appears. What am I doing wrong, sorry i'm doing it for the first time. Thanks in advance
Add several email adress in the new version
Hello, In the new Zoho CRM version I can't add several contact email adress... What is the best way? Rgds Patrice
Any Zoho consultants in the Los Angeles Area?
I'm looking to find a certified Zoho consultant in the Los Angeles area to assist in the creation of an efficient and effective sales workflow. I am only looking for someone who would be able to come on-site from time to time, so they must be in the area. Please email me at christopherrosslane@gmail.com Thank you in advance, Christopher
created new user but not getting email to get activated
I have a user that I set up as a user but she said she never received an email from Zoho to get her activated. what do I need to do to get her activated? Thanks Tina McGinley tmcginley@crossvilleinc.com her info: Amy Capra email: acapra@crossvilleinc.com
Outlook plugin error
Hi there, Our CRM users with the Outlook plugin are continually getting this pop-up in their Outlook: The pop-up is quite annoying and occurs anytime a user clicks on an email. We've also noticed Outlook takes longer to load up with the plugin installed, and the side pane doesn't always remember credentials.
Experian Capture API integration with CRM
Has anyone successfully managed to integrate Experian Data Quality Capture API with Zoho CRM? If so some help would be appreciated. Regards Steve
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