Getting Lead To Input Further Details by 2nd webform
Hi there, I am trying to set up the following automation but am experiencing difficulties. We have our Leads fill in a zoho webform, this generate tasks and alerts. One alert is getting the Lead to fill out some further questions before we can turn them to a potential. I need a way to allow Leads to automatically update their own records. I have tried another webform but this just creates duplicate Leads in Zoho, which for the purpose of automation manually de-duplicating is not ideal and time consuming.
can`t add a new user
I am trying to add a new user but the "role" area is grey and I cannot put in the information and therefore cannot add a new user! Thank you for your support.
Additionally-
Additionally- How to define while converting 'lead' to becoming a 'Customer', rather than a 'Contact'?
convert leads to Customer
I defined fields to be completed for the 'lead', and I wish that those fields will also appear in 'Customer' and 'Contacts' How to do this?
The computer gods have stolen my data!
Help!! I spoke briefly with one of your nice representatives and I mentioned that I had not been using the Zoho software and was waiting until my free trial period was over due to my concern that the computer gods would snatch my information away. My worst fears were realised this morning when I went to log into my version of Zoho and was given the option to A) continue with the free version or B) Continue with my version. Obviously I selected A) go with the free version because that is what I had
Export DB to Excel
It is possible? How can I do this?
How to automate reminders
Good day, I tried to send me reminders of overdue tasks and potentials as well as birthdays through automation in setup. However I can't get this working any ideas? Tips? Regards, Phil
receiving too many task reminders
i'm getting the same task reminder sent 4 - 5 times at once
Quotes - formula field
Help... I'm trying to create two formula fields for my quotes, invoices etc. I have read all the online help and can't find something similar to emulate. Was wanting to display: Sub total field then subtract the adjustment field and give the total as a currency. Can anyone assist ?
Automatic insert Leads with my website by CSV export data
Hi I want to automatic insert data from my website with my csv data file, and when i code my own function to insert my Leads, but i got a "Form 'Leads' does not exist in this application" Error :/ This is my function : void Untitled_Function4(){ //get contents of the remote CSV file csv = getUrl("https://mylink"); //create a list and add each row of the csv file into a new list item line_list = csv.toList("\n"); //empty Products table if today's csv has data. if
zoho account Active authotoken session
Hi If you go to account/sessions/active autotokens shows the authotoken id and the ip address and last time accesed. If you select that authotoken, and click on View more details a window open and shows Scope (Scope) IP AddressDescription Generated Time, Last Accessed Time, Last Accessed IPAddress and Last Accessed UserAgent On the last access ip shows most of the time the server that host my website. However other times show an private ip which i dont know who it is. Why does it show as
Dynamic Item List
Dear Team, I want to create line item check list for product required by customer v/s product offered with certain checks. User should be able to add many line items as required. Please suggest the ways to create this line item check list. Regards, Vijay
Formula for calculating months remaining in the year
I'm having difficulty creating a formula field to achieve the following goal: I want to calculate the total value of a monthly contract for the remaining months in the fiscal year of the start of that contract. I have a monthly revenue field and a start date field, so what I want to do is 1) identify the fiscal year end of the year of the start date 2) identify the total number of months, rounded down, between the fiscal year end and the start date of the contract. 3) multiply the monthly revenue
Other options to add participants to event?
I have an event that I want to add specific participants to. It would be much easier to select the specific contacts from the contact list and then use an 'add as participant' option if it existed where I cold select the event. The current add participants is very limited or difficult as you either have to search thru numbers contacts (time consuming and not efficient), or you have to attempt to create a contact list in advance (which in this case is also difficult as there isnt any 'matching' info
I upgraded trial to Enterprise edition to access multi currency feature. Where is it?
In Setup / Organisation the home currency / multi currency stuff is not visible?
Turning past due activities into a campaign
I have hundreds of past due activities and i'd like to organize them into a campaign. I'm having a hard time figuring out how to accomplish this. please help.
How to automate quotes creation and emailing?
Hello, Does anyone knows how to create a workflow to automate the creation of new quote each time a web form is submitted? I have automated Lead to Contact/Potential conversion but I would like to go further and automate Contact/Potential to Quote creation but I can't find how to do that. I have a custom field named "Asked for quotation" which is a boolean automatically set to "True" when the webform is submitted. I would like Zoho to make a new quote each time a new potential is created with the
Feed posts from other users
Hello, some of my team members can't see each other's Feed posts. How do I fix this? Thank you.
Forcing formula fields to calculate for existing records
The formula building interface is very clear that any new formula fields will not be applied to existing records, but is there a way to force it to do so? If not, will there be any issue if we export the existing records to excel, execute the formula in excel and then import with the appropriate field content?
how do i limit email loaded into zoho to ONLY leads customers clients potentials?
I have over 28,250 emails in zoho and none of the emails I trade with customers can be loaded in due to my account being over full. 90% of those emails are not related to any customer, client, potential, account, they were addressed to me or were addressed to someone not in my lead/customer/client base. I run a small business and have loads of non-customer related agency and governmental emails to deal with and do not need or want them in Zoho. How do I limit emails pulled into Zoho to the ones
Report Question
How do I create a report to pull accounts that have more than one contact, as i need to check on opt out? Can anyone help with this?
Newby Email Question
I have the BCC dropbox function set up on my Exchange server so that it bcc's a copy of the email both sent by and sent to a certain user set up in Zoho. I see the emails being logged under a test person "Lead" but not yet in a test person "Contact." I assume there is a delay. But should I assume that these emails will show there the same way they do under leads? I'm used to working with another CRM which just has Contacts not separated from Leads. They then use Opportunities to track leads against
Dropdown field in free version
Hello, I am trialling Zoho for a charity that I do some fundraising for. I am looking to insert a drop down field for some of the fields that I have created. Examples would be Year entered university (drop down of 100 years) or Position held within club (Club Captain, Club Secretary held) Is this available in the free version? From what I could see it is a custom field and I have used all of my custom fields. How can I delete custom fields to add a different one? Thank you for your help Sean
Somekind of workflow rule?
We have a problem with invalid records because some employees forget to update some fields in accounts when they make an potential so my question is : I want that the system updates the states from " in sales pitch " to " Demo install" as soon as someone makes an potential to the account
Integration with email and invoice into CRM
I currently use zoho for email and invoice apps. I would like to use the CRM but am wondering how I get my contacts synced up between the three. Is there scheduling options as well like a calendar to schedule clients into classes?
Please put ERROR Notifications on Red or Highlight them with a noticeable style
Hi Today when sending an email from within Zoho Crm there was an error while sending the message, BUT since it was not noticeable at all !! we did not see the notification and assumed that the message got sent correctly ... The customer said he did not received the message, so, when trying to verify if it was sent , we looked it up at that Lead Page, and it was indeed under Emails sent , and yet the customer did not received anything after many hours... so we sent another email message, now with
Email CRM "advertisemet"
What is this email notification to "search Zoho CRM" for an email address? How do I turn it off? See pic ...
Copy Contact Details To Paste Elsewhere
Good morning from the UK, I am trying to find an easy way of copy and pasting a contacts details. For example I will be visiting a customer and want to copy all of their details including phone numbers and address and paste it into my diary. This then allows me to see the address simply when I am out on the road. I can copy all of it by dragging the mouse across the contact, but it includes all the field names including those fields I have no use for such as 'Other' addresses. Any ideas? Best regards
Changing stages
I am new to Zoho so maybe this is of my own doing...I cannot figure out how to change what stage a potential is in. The way my business is set up, when someone becomes a "potential" they still go through several sales stages before becoming an actual sale. Why can't I edit the stages? Help if you can, thanks!!
reset database
Is there any way to completely reset Zoho back to the original configuration at the 1st login? I customized the fields quite a bit and then realized that I shouldn't have & now want to go back to the default settings.
Email Template Merge Fields Not Working
Here's another problem I'm having, this time with the email templates. I set up an automatic email to send when a user changes a field. The email provides the manager with a snapshot of the changed information to make an informed decision. Here's a capture of how it is set up: Then when the email is received, none of the merged information appears, as can be seen below: I have used this very successfully in other workflows, so I believe there is a problem (either with me or the system). Thank you.
Send Later Email Option
Hello Zoho, I love being in Zoho and not have to go to other email options such as Gmail to email leads. Why don't you have the option to email later at a specified time? It's a great idea and I would love to see it put into place. Thanks.
Search on date
Hello, i must find all cases where MYDATE > A SPECIFIC DATE i write in custom function crmResp = zoho.crm.searchRecords("Cases", "(MYDATE|>|newDate)",0,200); MYDATE = yyyy-MM-dd newDate = yyyy-MM-dd But i have 0 response, in my CRM i have 46 results. The criteria not work with date ? thanks you
Not able to clone an invoice today.
I cannot save a cloned invoice as of today. There is no error message, just lack of response from the Zoho page. I tried clearing my browsing history and cookies, and I also tried this on another computer without success. I am able to edit invoices.
Not Happy with Service
Already sent this to the employee from Campaigns Team who was helping us yesterday but... Really not happy. Having spoken to 4 Zoho employees we still dont have a proper fix for our Industry field in CRM. What we have is a work-around that is of no real use to us. Unfortunately we lost a days work yesterday and feel we deserve some sort of compensation for our time. Also, although we now have a fix for our campaigns problem, we are still not able to achieve our contact sync because we have to wait
Mass Update Notes
Is it possible to add notes to more than one lead at a time? If I send out a proposal to 15 different leads I don't want to enter 15 separate notes.
office 365
We have been evaluating the IMAP integration for a few weeks and have noticed that when the CRM polls exchange in Office 365 it set the e-mail to read, rather than leaving it as unread. This is really frustrating, has anyone else seen this problem and know how to fix it? David
Can we automatically fill in Region based on information entered in State field
Our team is segmented into regions based on states and in Zoho we have both a "State" field and a "Region" Field. Is it possible to create a rule or some time of automation that if, for example, I were to enter "AZ" into the "State" field, the "Region" field would automatically populate to "Southwest"?
Overwrite question
When importing leads my goal is to import new leads as well as enrich existing leads in my CRM and retain any notes and lead owner in the CRM. Will Overwrite allow me to do this? I want to avoid duplicates and skipping as I want to enrich existing leads.
How to convert leads into admissions or customers
Hi! When I am trying to convert the leads into admission/customer, It converts into contacts. How can I convert my leads into admission in place of contact.
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