Track Leads and Potentials stage evolution
Our aim is to insert new Leads, from a third party application, trough the use of the CRM API. Then the Sales rep do their usual job of qualifying and converting Leads to Potentials and Contacts. I would like to track, still using the CRM API, the evolution of these leads. Because the conversion to Potential is done by Sales reps, I don't see how to retrieve a correspondance between Lead and Potential (ids returned by the API are not the same). I could search by name or email address, but these
Message 360
We are having two issues: We are unable to save sms templates. We get an error message "Unable to save SMS template. Please try again later". Next, we are having trouble with visibility of replies to our text messages. The outbound texts deliver fine, the replies are not visible on the lead contact screen. Please help
Questions about fields for our nonprofit:
Hello Everyone, In an effort to get away from tracking everything on spreadsheets, we are trying to use ZOHO to do a few things: 1) Track Donors 2) Track sales of VIP events in 10 cities 3) Manage partnerships That is pretty much it. I have created a donor field and would like to create a campaign for each of our cities and assign each donor to a campaign and multiple campaigns if possible. I feel like i only need 4-5 fields in the top nav: Donors Partners Campaigns Reports Contacts (Maybe) Leads
Api attachments linked to other records
Hello, I wish to upload a single attachment to a potential and then link it to the contact and custommodule1. I can upload the file fine, but adding the CONTACTID as a parameter in /Potentials/uploadFile does not appear to work. Is this possible?
The Leads app is not getting all of the Trade Show QR data....why not?
Is the amount of data received from a trade show QR badge dependent on what the attending company gives to the trade show? We are not getting key data from the badge like address and phone, just name. Any ideas?
Sales Inbox Font
I am finding that the very first line of my emails, usually a salutation, that go out from Sales Inbox will be Times New Roman and the rest of the email will be in my standard font (set to Verdana). It does not look this when when composing, but I can see thru my email server Sent folder as well as seeing some test emails come in, this is happening from the recipient's perspective. So it would look something like: John, How are you today? Thanks Max
Can somone steer me to the correct forum to ask questions about bringing contacts in.
New to Soho so be gentle.. can someone steer me to the correct forum or webinar or help file so that i can learn how to transfer leads coming from a real estate website to the Zoho contact area. I am php programmer so i can develop any sort of interface that might be needed but first i have to know your rules for importing email leads from a real estate website.
Zoho CRM and Zopim integration Workflow not triggered
We are using Zoho CRM and have it integrated with Zopim (Zendesk Chat). The integration is working properly and we are getting cases inserted at the end of a Zendesk chat. Unfortunetely the default entry the integration creates has the case Status as "New", After a Zendesk chat with your employees many of the cases should be set to "Closed" as no further action is needed. I have created two simple workflows that will automatically charge the Status and Owner based on information in the Subject of
Associate Multiple Existing Contacts with a Custom Module Record
Please tell me this typical CRM functionality is available in Zoho CRM.. A lookup only allows one.. but I want to relate several contacts in a related list to one record in a custom module.. And creating NEW is not an option. Simple concept for a custom module to identify workshops.. and related contacts to be participants in a workshop. Please shed some light.
How to organize potential leads by state?
I have a list of every city, county, school for each state 20 total states. What is the best way to organize these in Zoho CRM? These are potential leads I have to call and hopefully turn into a lead. Which module would I use at first?
Web Form - Landing Page
Good Morning, I am using the same webform across multiple products and pages. Is it possible to know which page the form has come from? Quite often my leads don't mention the product and it looks a little hap hazard. This happens around 30% of the time.
Allow users to see other users records but Limit sending Email only to theirs
Hi Currently anyone can send individual emails and mass emails to any client no matter if it is theirs or not. We have set it so that everyone can see everyones notes, tasks, and emails sent from CRM. I want to keep allowing my CRM users to see other users Leads/Contacts/Accounts but I don´t want them to be able to Send Mass emails to them, and allow them to send only to their own Leads/Contacts/Accounts. Hope someone knows how to do this
Hide Admin AUDIT logs
Hi, I want to allow some of my CRM users to keep seeing the Audit Log, but I want to hide any activity from the Administrator. i see no way to restrict access to this
Automate Account Name by Concatenating Other Fields
I deal with consultants who name their companies after themselves. Often they are uncomfortable completing a Company Name field. Yet the Company Name field is mandatory. To get around this I need to be able to lift the First Name and Last Name from the Lead/Contact to complete the Account/Company Name. Please tell me there is a way to automate the completion of Account Names with the First/Last Name variables. If not.. Please tell me a workaround. Much appreciated.
Zoho Sign and CRM Integration
When will the Zoho Sign extension for CRM be live?
Mapping/Linking Fields
Is there a way to link fields in two different modules. For example if on a business view you update the workplace phone number. Can it update associated contacts with the new work place phone number?
Is there an expected release date for a Zoho CRM JSON API?
We've read in past discussions on this forum that you have been working on a new API version that will allow sending data in JSON format. From a reply at the Zoho Desk announcement for their new REST API last week, it also looks like you are working on it. https://help.zoho.com/portal/en/community/topic/release-of-zoho-desk-rest-apis#2266000009580269 We are considering using your API to automatically insert into Zoho CRM client records created on our website but we could wait if a more modern JSON
Tip #4: Automatically receive updates on records that matter to you with Feed's Auto-Follow rules
The fourth tip in our Tips & Tricks series is focused on getting automatic updates on the records that matter to you the most and that needs your attention. With a huge database of records, there is a big chance that you might miss something important. It could be anything: A big deal that could seal your monthly target and requires every bit of your attention. A tough prospect who makes it nearly impossible to close the deal and who makes things harder than it needs to be. Leads generated from a
Convert Sales Order to Invoice in custom function
I would like to convert a sales order to an invoice in a custom function. Is there a way to do this? Ideally, I wanted to convert upon creation of the sales order... but this apparently is not possible. I have tried setting a field to change after sales order create.. then having a workflow watch for the field change to convert the sales order to invoice, but I do nto know if it is a timing issue or what but this never works either...
Related contacts vs All contacts
When assigning Contact Roles in Potential View, then adding More Contact and slecting Contact Name Lookup - by default Related Contacts are shown - is it possible to change / setup up - so after selecting Contact Name Lookup by default All Contacts are shown?
Problems inviting users
I cannot invite users with the email address ending in xxx@t-systems.com.br Invitations to xxx@gmail.com or xxx@industria40.com.br are possible. The SPAM folder does not represent an invitation from Zoho. Any ideas? Regards, Matthias
Linking data from Zoho Invoice and Zoho CRM for Reporting
Hello! Another newbie question...I have a client that needs a report that combines data from the CRM Accounts module and payment history from Zoho Invoice. Is this possible? Thanks!
how can i have unique contacts in a campaign
i want to add from certian criteria contacts to campaigns. I understand how to add them based on this, however, we have a number of contacts whos email address are not unique to the account they are under- meaning, Joe Blow > j.blow@email.com can be listed under company 1 :> CO 1 ltd and as well as company 2 :? CO 2 Inc. how can i create a campaigns list that will only allow me to have one and not the other company? for this particular campagin, it doesnt matter which is chosen. I would rather
Updating a potential
Hi, Using Zoho CRM API, I have been able to successfully create a Lead and then convert that Lead into a contact and a Potential. I am looking for a way to update a Potential after it has been created. I have been able to update a Contact successfully using updateRecord API. https://www.zoho.com/crm/help/api/updaterecords.html However, there is no way mentioned to update a Potential. How can I update potential given a potential id?
How to add custom module as list to Sales Order
We have Devices as a custom module. There are multiple Devices associated with an Account (working fine). We need to assign selected Devices to a Sales Order so the technician knows which devices to perform service on. I thought a Related List would work well, but I cannot see the option to create one for Sales Orders. How can I make this happen?
User Level Restrictions is possible in Zoho CRM?
Hi, I need clarification on Zoho CRM User level Restrictions. Here I have attached the document for structure of my organization. Scenario: (in diagram) 1) If Login as a manager in CRM, he can able to see all the employees under the each department also. 2) If Login as a Sales Team Manager in CRM, he can able to see the only Sales Person1,Sales Person2, Sales Person 3. 3) If Login as a Developer Team Manager in CRM, he can able to see the only Developer 1,Developer 2, Developer 3. In above scenario,
CUSTOM FUNCTION - CUSTOM VIEW IN SALES ORDER
Hi I want to use a Custom Function to calculate the Sum of the Sales Orders with three criterias (Business Centre, Current month SO, and With another field selection). To do so, I am trying to do it getting the list of the sales orders under a Custom View I created and then sum them up.. But I am having some troubles getting there: sO= zoho.crm.getRecords('Inbound BKPI Function'); info sO; I tried with another Modules and did work, but with Sales Orders doesn´t. Is there any limitation with this
Cannot Get Correct Territory Assigned
Hi. We had a new sales rep start who took over from somebody who left. I reassigned all of the Accounts, Contacts, etc. from the old rep to the new rep. I also set up his territory. Our territory hierarchy is Country (top most) ==> Region ==> Rep In this specific case the hierarchy is North America ==> East ==>017 - John Smith The rule is set up as follows: 017 - John Smith Account Owner is John Smith I then went to Assign Territories, selected "My Own Criteria" then Account Owner = John Smith Instead
Field Limitations drive me crazy
I am trying to design a great system for us to use and i am constantly having to redesign because of hitting field limitations / layout rule limitations surely these could be a bit more generous i am paying $300 a month for the system and hitting these barriers i do do find frustrating in what is otherwise a really useful and excellent system Kevin
Lookup Fields
Is anyone else having trouble with lookup fields today? When I'm in Lead edit mode, when I click on a lookup field that was working fine a couple of hours ago, is no longer working. It doesn't launch the popup - just the red bar at the top cycling. I've already sent a ticket to support but who knows how long that will take.
Pre qualified Leads
Hallo all, I am new in this Forum and looking for help from you. I made some regional leads and potential reports. My reports are working with city and zip code but not per state. After i research a lot about that i found, most of my prequalified leads states are not showing in the reports. If you know how to solve this problem, please answer me. Thanks in advance. Fahad
How to get the sales order from an website to zoho sales order?
I have an website which will have order history . I would like to show order from that website to zoho sales order how to achieve that?
Autopoulate Field Based on Lookup Field
I created a custom module: Module : CustomModule5 API Name : CustomModule5 Displayed as : SIC Codes (Plural Form) SIC Code (Singular Form) It contains 2 fields that I care about: SIC Code Single Line SIC Name Single Line I'm trying to set this up in the Leads module so that I have a Lookup field for the SIC Code that is pulled from the above and then a second field (SIC Description) is auto-populated based on the corresponding descruption from the SIC Codes module. I know I need a custom function
Migrate Microsoft Business Contact Manager to Zoho CRM
I have 4000 business contacts and 270000 items of History for these contacts. How would I import the data from MS Business Contact Manager to Zoho CRM? I have tried the csv however I am missing ID numbers for the accounts and the notes. What do I do to import them?
Report - Individual Lead
I need to add a new button on teh lead pag to print a pdf report by including some of the information at the record level for that lead. I know how to add a button to a module, but I am not sure whether this can be achieved using a url (maybe Zoho Forms) or a custom function. In either case, how can I pass the values from the lead module? Thanks Shafeek
Zoho - Worklfow, custom function
Hi all, I have a workflow triggered when a potential is win. It copies (with a custom function) the Potential_closing_date into a custom field in account named ''last_closing_date''. This works fine, here is the custom function : acctIdStr=input.acctId.toString(); mp=map(); mp.put("Last closing date",input.closing_date); update = zoho.crm.updateRecord(("Accounts"),acctIdStr,mp); info mp; info update; I also built a custom function to recopie the ''last_closing_date'' field into all my contacts. Here
Linking existing fields to othe modules
Hi, I have a reason to link the birthdate field in Contact to a Date of Birth field in Leads... how do I do this? Can it be done after the fact? I am sure it can. Thanks, Brad
Moving accounts from Lead to Contacts
I've incorrectly added people as Leads. How can I move them into Contacts? Thanks
I would like to trigger two URL's via one click/button
We are looking to trigger two URL’s (one for the update of a CRM and the other is for the Phone system to be triggered-Click2Dial) via clicking one button. 1. The first link will update the contact record in our system with the correct Zoho Contact_ID 2, The second link will trigger a click to dial for that client record Is this possible?
Zoho CRM Insert Call with Lead ID.
Hi I'm Trying to Insert Call Record and Associating the call Record with Lead. The Call Record get insert but its not getting associated with Lead following data. <Calls><row no="1"><FL val="Subject"><!--[CDATA[Test Call_CTL22]]--></FL><FL val="SMOWNERID"><!--[CDATA[xxxxxx]]--></FL><FL val="LEADID"><!--[CDATA[xxxxxx]]--></FL><FL val="SEID"><!--[CDATA[xxxxx]]--></FL><FL val="SEMODULE"><!--[CDATA[Leads]]--></FL><FL val="Call Type"><!--[CDATA[Outbound]]--></FL><FL val="Call Purpose"><!--[CDATA[Call
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