zoho for a UK real estate broker/agent
There are tons of US realtor CRMs as well as tons of UK estate agency CRMs available. none of these work or do what I need them to do....which I find surprising as its really fairly simple. I am Uk property broker. In other words I am not an estate agent with a high street shop front who needs to print window cards from his system. I need a platform that allows me to register and catalogue all the properties I have ever dealt with. A database of properties, with lots of useful fields of data so that
CONVERTING EMAILS INTO LEADS
How canI convert an email directly into a lead?
How do I assign the same task to all Accounts?
I would like to create a data cleanse & re-establish contact task against all accounts so I can mark them off and not miss any. Is this possible? I can't find it in any on the other posts
Clé ZSC
Hello, We have a problem with the ZOHO CRM / ZOHO CAMPAIGN link. "The ZSC key for this account is no longer active". How do we? thank you
Zoho crm workflow
does it have a maximun of rule possible in the workflow (CRM) ?
Should I Factor Into my Testing a "Wait Time" when Changing Workflow?
Hi ZoHo. I am testing a workflow rule in the Leads module. I have a question about patience. Here's the context. I've spotted several errors that I've made in the workflow. With each error, I'll take the following steps: In Rules, I'll deactivate the workflow, taking the option of deleting all schedule In Leads, I'll perform a Mass Delete of the Leads I am working with In Rules, I'll fix my error In Leads, I'll import the Leads back in In Rules, I'll activate the fixed workflow In Leads, I'll
Creating a Task when a potential is created
How can I set up a workflow so that when I convert a lead into a potential it creates a task for that potential automatically?
Reccuring task by API
I need to add reccuring Task with reminders into Zoho CRM by API, but can't find information about this in API. Can you please assist me in this issue?
Unable to insert leads using API
Unable to insert leads using API Code: <?php $xml_data ='<Leads> <row no="1"> <FL val="Lead Source">Web Download</FL> <FL val="Company">Your Company</FL> <FL val="First Name">Hannah</FL> <FL val="Last Name">Smith</FL> <FL val="Email">testing@testing.com</FL> <FL val="Title">Manager</FL> <FL val="Phone">1234567890</FL> <FL val="Home Phone">0987654321</FL> <FL val="Other Phone">1212211212</FL> <FL val="Fax">02927272626</FL> <FL val="Mobile">292827622</FL> </row> </Leads>'; $URL = "https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=<AUTH_TOKEN>&scope=crmapi&xmlData=";
CRM won't let me add my company name etc into the fields.
Have Zoho Mail. All good. Went to sign up for CRM. I come to a page that says "add your company information". The software will not take any information. Even when I try to upload my logo, it does nothing. Cannot type my company name, address, nothing into the fields. Tested this on both Mac and DOS. (Attached photo of the page)
CRM won't let me add my company name etc into the fields.
Have a zoho mail account. Tried to go into the CRM account. It takes me to a screen to "sign up my company". It will not let me input any information into the fields. Tried on both MAC and DOS. Same result. Attached is a screen shot. I cannot enter any information (not even a logo), and I cannot get past that screen.
Creating a Task when a potential is created
How can I set up a workflow so that when a Lead is converted into a potential it creates a task for it automatically? I also want a new task to be created automatically when I create a new potential. Can this be done?
How to hide the phone field until another field is changed?
I want the phone field to be hidden until lead is claimed. Here is what I have so far: if ( input.Sales_Agent == null) { hide Phone; } else { show Phone; } I am not good at programming but Zoho under Work Flow Automation is telling me that "On Load" is needed for "hide" function... Please help how do I set this function in Zoho. I am doing all this under WorkFlow Automation.
import Excel Spreadsheet to Sales Orders
I have an Excel Spreadsheet with Orders. how can i import all of them into Sales orders in CRM. Is this possible? can you explain how can i work on this. I have tried different ways, but no result. Please help me. Thanks
Zoho Phonebridge
Hi, I have phonebridge working fine, but sometimes when we make an outbound call and the customers answers, the call is not logged, the pop up just keeps "ringing" even if our costumer answers the call. Is there a way to fix this? Thanks
Background color
Hi, Is it possible to change the background color of our Zoho Home Page (the one we login to)? Is really hard to see any information in our accounts if the background is white and the letters are light grey.
SIMPLE CALCULATION FORMULA
Need help ! Last person responding kept giving me codes that do not work. Trying to calculate profit from a deal PROFIT = AMOUNT - FREIGHT - COG Says "Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are formatted like this: ${Module Name.Field Name}" when i use Tonumber(${Deals.Expected Revenue}-${Deals.FREIGHT}-${Deals.COG}) Please see previous thread for responses that did not work https://help.zoho.com/portal/en/community/topic/syntax-error-missing-bracket#2266000009059590
edit industries list in accounts
Hi, A new user of Zoho CRM. I am wondering if in accounts it is possible to modify the drop-down menu for Industry to better fit our business? Thanks Steve
Can I integrate email with my vendors?
I would like to integrate my communication with my vendors just like I do with my client/contacts. Is this possible?
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
Get a list of Participant IDs from an Event
I can't get a list of related lead/contact participants on my events. My API call looks like this: https://crm.zoho.com/crm/private/json/Events/getRecords?authtoken=MY_AUTH_TOKEN&scope=crmapi&newFormat=2&selectColumns=Event Owner,Subject,Description,Participants I assume there's something wrong with just putting in the "Participants" field. Some of the documentation said you can put in "Contacts/Leads" as a field, which also didn't return any Participant IDs. A little stuck here, would appreciate
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.
WebForm To Send Data to Existing Record ? aka in SQL as "UPDATE"
Hi Zoho Community, I'm familar with Zoho CRM Webforms but as far as I know, webforms can only create a new record in our CRM database. QUESTION : Is there a method in which a webform can UPDATE a record in zoho CRM ( given I have the record ID ) ? Can I modify my form code to update an existing record? I refer to my SQL and PHP experience where I'd just send an UPDATE to the database. If this is not the right approach, please point me in the right direction. .... or is this just not possible ?
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
Does Zoho integrate withe any lead capture platforms?
I am currently shopping around for a CRM platform that will intergrate with leda capture platforms. Is Zoho capable of integrating with Leadpages? https://www.leadpages.net/ Thanks.
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
Help needed with Custom Deluge Script
I need to create a workflow which will automatically update a date field with a date based on another field date (which has been generated by a formula field) plus a given number of days. In this case 344days. I can work out the trigger part and validation conditions however I think I need a deluge custom script to complete this and am having great difficulty in writing one. Any help appreciated. Thanks Steve
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 to autofill Lead fields based on selected Contact (lookup)
Hi! I'm frustrated enough to finally write here :) Brief explanation what I need to accomplish, because I want to save sales guys time when they create new lead. The story: When creating a new Lead, users want to select appropriate Contact from list and see the magic happen. The magic here they expect is that some Contact fields (phone, mobile, email, title, salutation, first name, last name and company name) get filled automagically after selecting proper Contact and they wouldn't have to type
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
Email search doesnt show last emails
Hello, In some of our accounts we cant get all the searching results from a query For example if we search a company name we olny get results from a late date on. We dont get the most recent received ones. Regards,
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
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