Group contacts in Zoho
Hi All, Say i have a list of about 1000 contacts in my zoho CRM. Is it possible to create a distribution for my contacts, e.g, lets say out of the 1000 contacts 100 are in Africa, i need to create a group and call it Africa so that when sending emails i can just select Africa and it will go to all clients in Africa. Is this possible to do? Regards, B
SMS to CRM to SMS
Hi, I would like to know if I can use my SMS gateway to check data in my CRM and then, the CRM automatically reply me with an SMS if the data is available. for ex. SMS 'check 1234' --> CRM --> Reply with SMS '1234 available'
CRM add on app for sms text messaging to contacts one to one
Has anyone been able to get the twillio sms add on to work? I would live to send text messages to prospects and customers in zoho but I am unable to get the add on to show up on the contact or lead pages. There are several sms add ons in the market place - some appear to be out of business. So I was wondering if anyone has success sending sms via zoho in any way? Thank You
Unbounce integration creating duplicates in CRM
Hello! Is anyone else using the Unbounce integration with Zoho CRM, and if so is there a way around Unbounce creating duplicate leads in Zoho CRM? For example, if someone downloads two e-books via an Unbounce landing page, they become two leads in Zoho CRM. Is there a way around this? Thanks in advance!
Tab Key Order for leads
I saw a very old response to this question that no longer answers the question so I'm posting again. When i'm entering a new lead it goes left to right when i hit the tab key. Is there a way to set it to go from top to bottom or is my only option to rearrange the fields? Thanks
What exactly does Zoho CRM include?? Comparison table seems misleading
Hi I am currently on the free trial for Zoho CRM Professional Edition. I was wondering exactly what is included with this plan?... for example on the comparison table it has a check mark for the following ZOHO INTEGRATIONS : Campaigns, Reports, Projects, SalesIQ, Support, Survey, Forms, Mail Addon, Writer Addon, Invoice/Books Integration... BUT THEN at the end of the table these are listed again BUT this time they are not checked, only for CRM PLUS... so what is it? I see that all or most of these
Emails not being delivered today?
Hi, i sent about 400 emails through CRM and Can't get any visibility of results either in the reporting or even with the soft bounces. How do I know they have been delivered? Tim
New CRM is very slow
I had to switch back to the old crm because the new one is so slow. The fancy animations may look nice, but it hampers productivity.
How do you manage Customers in Zoho CRM
Hi Is there a way to mange actual customers (meaning a person or organization which actually bought something). Since account and contact can also be a potential, how do one distinguish between a potential or a "real customer"? In addition, in activity view, there is one column called "Customers" (along with "Open potential", "Lead/Contacts" and "others"). What does customers refer to? Yossi
Update Leads field when matching Account field is updated
Hi Is it possible to update a specific field in Leads when a field in the corresponding Account is updated? For example, I have a custom field Season in Accounts and when it is edited, I want a matching field Season in Leads to be updated for the matching organisation. How can this be done? Thanks
ZOHO en Español (España)
Hola estoy valorando la posibilidad de usar ZOHO CRM para llevar un control de mis clientes, datos, llamadas, campañas... veo que el programa original es en Inglés. ¿se puede pasar todo a Español, y también me gustaría saber si se pueden añadir o cambiar campos para adaptarlo a mi empresa. Gracias
Zoho CRM 2016 is ready. Are you?
We are pleased to announce the launch of Zoho CRM 2016! This new version of our popular business software offers a range of enhancements and improvements, such as multichannel communication, productivity, customization and automation, as well as a new, clutter-free interface. We've reimagined the CRM you've always loved. Here's a list of top new features to help you stay productive and close more deals. Simplified user interface. Zoho CRM 2016 comes with a streamlined user interface that allows
Adjusting Column Width Either How To or Add Feature Request
How do I change the display width of a column in a view? There are many times where I need to adjust the widths.
custom module templates
Hi, I am currently in the process of evaluating Zoho for a couple of months and it seems to do most of the things that we require. Our requirements have resulted in the creation of a couple of Custom Modules. However I have just gone to create a mail merge template based on these modules and don't seem to be able to. Am I missing something really obvious or is this a gaping hole in Zoho functionality? I'm really hoping it is the former as it seems mad to allow you to create modules to store data
cant change the number of currency decimal
hi team, I cant change the number of currency decimal , even i have set it to "0", it remains two decimal. how can I fix it?
PhoneBridge for 3rd party integrators
Hello, Is there a date set when PhoneBridge for 3rd party integrators is going to be released? This would allow other phone systems to use the PhoneBridge integration for Zoho.
How to find the ID of an inquiry after the inquiry has been set up?
I need to find the ID for an inquiry after it has been set up. Where do I find this?
Cant delete recurring events
Hi - I just signed up on zoho, I vreated one contact for self and entered a test appointment. Looked at recurring screen, then closed it. It was set at repeat none. Zoho entered unlimited recurring appointments for test appointment for myself. I am not asked to delete all appointments. I can delete them one at a time which is unproductive since there is an unlimited number of recurs. Am I stuck with them
Print Vendor
Looking for a print vendor that links with Zoho CRM that has App or the like which would enable us to print one-off postcards or letters as part of an automation. For example, send letter day 1, send post card day 5 and so on. Salesforce has several of these. (like printsf dot com) Anyone know of something that can work?
ability to email accounts
is it possible to gain the ability to email accounts- There is a template option currently for accounts, why are we not able to select accounts, then email those accounts who's contacts have email address's? The merge fields could be both of contact and accounts? Is there a particular reason why this cant be done?
How to create a Contact view filtered by field on the related Account table
I need to create a view under contacts that will show me all contacts for Accounts with a particular Account type, a field in the account table. This will help me market to a subset of the records in my Contact table. AThanks.
ZOHO CRM Outlook Addon crashes Outlook
Hi, When I try to run the Zoho CRM Outlook plug-in for the first time, it freezes my outlook after I attempt to login. The error log is included below. Any ideas? Thanks, See the end of this message for details on invoking just-in-time (JIT) debugging instead of this dialog box. ************** Exception Text ************** System.IO.FileNotFoundException: Could not load file or assembly 'System.Web, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a' or one of its dependencies. The
Automatic addition of incoming emails to Zoho
Automatic addition of incoming email has stopped working for all users. Can someone help? Thanks, Sam.
Notes won't save
I haven't visited the CRM in a few months. I came back and tried to enter notes under a Contact, I click Save and the Note field disappears, rendering it unable to save or retain any notes. Is this a recent bug or something to do with having the free version? If it does not resolve, there's no reason to keep using Zoho.
Some CRM email not getting through
As I follow up on leads, I'm being told that my clients have never received emails that I sent through CRM. I know some may get filtered out in spam filters and so on, but is there a log of what is send and responses from the client email system? I see the activity log, but that gives me no information on emails. Thanks Kerry
Organization Email
I have configured an Organization Email, or Organisation Email, and made it available to Admins and Standard Users, I have replaced my old Personal Email IMAP configuration using the new interface. I can send and receive emails from my personal email address, but the Org Email address is not available to me. Emails sent to a straw Contact from the Org Email in the past when it was configured as a Personal email are where they should be, accessible under that record, but no replies are. I cannot
Zoho CRM email read receipt requests
Is there a way to get a read receipt using Zoho CRM email feature? Hi, Sharadh Shankar has replied to the topic you follow., is there any way to send a read receipt?. Hi Jeff, Thanks for contacting Zoho Mail. You can choose the option Compose and notice the top pane for dotted icon ( options- beside Trash icon ). Click on it and you will find the option 'Ask Receipt'. Note:- In case the recipients mail client does not support read receipts, there will not be any notification to the recipient.
Create an Event in Zoho Calendar from Custom Creator App
Hello, We want our sales reps to complete an "Appointment Recap" form as the means of generating weekly call reporting. I created an application using Zoho Creator to do this. The notes feature/function in Accounts doesn't cut it for our Sales management team. If, after an appointment, there is a follow-up date/action, the one "must have" feature that we need is to have the form form create an event in Zoho calendar, along with any follow-up details. We want our reps to do this at the time they are
Introducing Advanced Filters - Run intelligent searches to find the records you need in no time.
Advanced filters help you find what you're looking for by adding perspective and context to search. Now you can use multiple parameters such as tasks, notes, and emails to filter customer information and get meaningful search results. Here are a few interesting scenarios on how Advanced Filters can help you: Finding deals closing this month that have been inactive or have overdue tasks and need immediate attention from your team. Filtering out leads with no open activities associated with them. Combine
Importing Companys Sheet
Hi, I'm importing a sheet with 18k companies, but i am IT Support for my company, i'm not responsible for these accounts. I tried import with a field "Responsible of Account" but this is locked and automatic field. How to can i set this field for a Salesman? Thanks Rogerio Ferreira Black Cirrus
Module Relationship metadata API needed
Hi Zoho Team, Currently I am using "Free Edition" of Zoho CRM to consume the API's. While going through documentation for "updateRelatedRecords" API, I am facing an issue. I see that there is a delink method to disassociate related records in Zoho CRM using Zoho CRM API but I don't see any method to find the list of all the modules that can be related to a particular module. Is there any API to see the same? Basically I am looking for a metadata call to check this information. Can you please provide
Transfer Notes with conversion from Lead to Potential
Looks like Notes from Leads are not transferred to Potential record when converting from lead to account. Is there a way to either redirect so lead notes transfer to potentials.. or set up so a duplicate notes entries are made in potentials and accounts? Thanks!
Creating smart lists within my contacts
How do I group my contacts into lists which I can then target specific email templates to specific groups of contacts?
How do I create a subcampaign in the campaigns tab?
Hi there, I have a campaign I want to run but I have different stages to the campaign. How do I list the different stages as a sub campaign? From what I have seen so far, I can only monitor the campaign on zoho overall but not with different stages. Do the sub stages have to be created as tasks/activities so then I get a reminder on that stage? Could the activities/tasks tab be linked to the campaigns tab if I were to use that for the different stages? Is this even possible? Would be great
Feature Request: PhoneBridge Click To Dial
I would love to see a plug in and searches a webpage for phone numbers. When a phone number is present, you should be able to click on the number and the zohocrm phonebridge will initiate a phonecall. At the end of the call you should be able to create a lead in zoho and dispo the information and phone number. http://support.talkdesk.com/hc/en-us/articles/200370369-Click-to-Call
Feature Request: PhoneBridge Text Message
I would love to have the ability to send and receive transactional text messages through Phone Bridge Twilio Integration.
Introducing Zoho Motivator: Gamification for Your Sales Teams
We are pleased to announce the launch of Zoho Motivator, a brand new addition to the Zoho family. Zoho Motivator is a gamification solution aimed at maximizing revenue and driving team engagement. When integrated with Zoho CRM, the benefits of Zoho Motivator increase manifold. Your sales teams will be able to participate in sales contests, meet sales targets and showcase their performance to their managers and peers. With this integration in place your sales representatives will truly be motivated
Tracking an order from potential through to sales order - best practices and advice PLEASE!!
Hi all, My company (in Japan) imports furniture and finishings for hotels. This is what usually happens: One of our clients (an architect) will specify our chairs and sofas for a new hotel project. We immediately mark this as a potential, and send the client catalogus, samples, price lists etc as needed. Sometimes, the job will disappear (not enough budget, change of design etc) and we mark the potential as "closed lost". But sometimes, the project will continue, and we get an order. So, at this
Email Templates
Hi. I created an email template for Opportunities. See below: Dear ${Opportunities.Opportunity Owner}, The stage in " ${Opportunities.Potential Name} " has been changed/modified to " ${Opportunities.Stage} " by ${Opportunities.Modified By}. This opportunity relates to the " ${Accounts.Account Name} " account. Please review. Thanks. I had to add the last sentence mentioning the Account's name, because I cannot seem to be able to add the opportunity LINK. The only field available, apart from the opportunity
Web to lead notification
I've got web to lead notifications email set up and they work great. but I need to change the email address which it goes to. How do I change the email address that the web to lead notification goes to?
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