TASK Vs. EVENTS - when do you open each for a Lead and when to a potential ?
Could you please reply to these 5 questions, it's really urgent: 1. TASK Vs. EVENTS: While talking to a customer, when would you open a NEW Task and when do you open a new EVENT, and what is the difference between them ? 2. When do you create a TASK or an Event to a new lead ? 3. When do you convert a lead ? 4. When do you create a TASK to a potential ? 5. When do you create an Event to a Potential ? Many Thanks,
Fiscal Identification Number Field / VAT number Field
We are a Spanish company very surprised by the fact that ZOHO CRM does not have a field in the Accounts, Quote and Invoices for the "Fiscal Identification Number (FIN)" or VAT number. This is an absolute MUST for all companies operating in Spain and in many EU countries. Any company that wants to sell goods or services needs one. The number is given by the tax authorities when you incorporate the company and it is a unique identification number. We propose that ZOHO CRM incorporates a field for
Lead capture info directed to Zoho
Currently we have a lead page embedded on our website that is linked to our current autoresponder service. (not Zoho) When someone fills capture box their info gets dumped into current autoresponder service. We are in the stages of migrating everything to Zoho but in stages. How can we get our current lead page to also send the lead info into Zoho leads module? Kind Regards, Chris
Duplicate removals during imports
(a) How do we add additional filters to remove duplicates during imports? I would like the import function to look for first name or last name or email address or company, etc..just not the email address that is currently the modus operandi. (b) Zoho now checks for duplicates only at the lead module. I would like to check for duplicates during the import process across all modules, that is...lead, contact, account, potential, etc. -Mohan
Export all leads in a campaign
I have 7000 leads in my database. We use an external software for emails. What I need is to export all my leads in the campaign. The only export option I can find is the general one. This put's the whole lead table to an excel file. That would work as a second option but that export is limited to 3000 items? 1. Export all leads in my Campaign 2. If not, how can I export all 7000 items Kind regards, Sven H
Sending email to a Contact based on a value in a Lead Module field
Hello, I would like to ask if it's possible to do the following in the Professional or Enterprise Edition: We currently have our clients fill out a web form (Jotform) and the data is transferred to Zoho. One of the fields asks about who recommended our service to them. We have our own list of previous clients who actively recommend our services and receive a small compensation in return whenever their name is mentioned in a web form submission by a new client. Would it be possible for these referrers
Multiple Business Segments within one account
I am evaluating ZOHO CRM and am wondering how I can separate two separate business segments within our company. I want to share accounts and contacts initially, but would like to keep the leads and activities separate.
Emailing a group from the Leads section using a template
How do I sent an email to a complete list of all contacts in the leads sections. Email has been set up in the templates section.
Profiles with access to Organization Settings
Just tested changing a users profile to a reduced access profile but they still seem to be able to access and edit the Organization Settings. I cant seem to see an option to deny this type of access. Am I missing something? Thanks, John
Sales rep permissions - lock out ability to change "Lead Source" field?
As CEO or VP of Sales, I want to be the only one who can add/edit my "Lead Source" field in a Potentials record. I do now want my Sales Reps to touch this field, but I do want them to be able to add/edit other fields in a Potentials record, and even create new Potentials records. In User Permissions, I see where I can change user permissions for the ENTIRE Potentials record - but I'm interested in zeroing on on just a SINGLE field in Potentials. Is this do-able?
Regarding Custom Field Limit
Hello, We would like to add more custom fields in CONTACT tab but unfortunately we have reached the limit of custom fields. However, some fields have been deleted from the same tab but still we are not able to add more. Kindly suggest. Thank you!
Change Lead Owner
It is 2:10 PM PST. I am unable to change "Lead Owner" status though up until now this function was working fine. Has the system been affected? Is their a reason this function has stopped working properly?
Converting Leads to Contacts
Hi there, I am in the middle of changing our CRM over to zoho. I uploaded all of our contacts into the Leads section, as this is where I had certain fields set up - check boxes etc. Now when I go to change them to contacts, all my specialised fields are gone. How do I get it to be the same options as in leads? Thanks
How to send a lead or contact's information by email to a colleague
I am still figuring out how to use Zoho, this is only my 3rd day. I'm trying to figure out how to send a vcard or easily send a lead or contact's information by email to a colleague for followup. This colleague is not in the CRM system so it will have to go via an email.
Using follow
I would like to cull out some of my contacts based on searches and have a way to return to just those selected contacts. Can I use the follow box? I clicked on it, and I don't see any way to see just those that I am following. Or, is there another better way to do this.
Email templates not loading in outgoing email
We note that we are unable to load email templates to an outgoing email. The drop down box shows 'None' when attempting to select a saved template
Ticket send Mail
If i open a ticket i don't have the option to send an email from/for that ticket. I only have this option by contacts and leads. Is this also possible for tickets??
Problème de gestion des tâches...
Bonjour à tous, Je ne ai plus d'activité en cours sur les fiches prospects, comptes ET contacts des que je ai une Tâche en mémoire. Il faut que je SUPPRIME Les Taches versez Visualiser les fiches. Can-vous faire le Nécessaire, merci. Salutations Bonjour à tous, Je dois plus d'activité passe dossiers potentiels, des comptes et des contacts dès que je dois une tâche de mémoire. Je dois enlever les tâches pour afficher les enregistrements. Pouvez-vous faire ce qui est nécessaire, je vous remercie.
PRIMEROS PASOS PARA USAR ZOHO EN ESPAÑOL
Buenos días ZOHO USUARIOS me gustaría si alguien conoce bien el programa, me puede ayudar a utilizarlo, pago por ello, por supuesto, y me decido a comprar la version de pago, pero no tengo ningun conocimiento sobre el uso y necesitaria una vision global para saber si este programa va a cubrir mis tareas con el trabajo de la empresa. Mi email de contacto es scb@sipin.es o mi tlf de España es 0034 634 311 680 Muchas Gracias, espero prontas respuestas.
Product pricing
Can you register products with both purchase price and sales price? What about conversion from one currency to another if you buy and sell in different currencies?
Zoho CRM call function integrated tasks not being created properly in script builder mode
I can create an integrated task function manually in free workflow mode, but cannot create it in script builder anymore. What happened? I used to be able to do this and now it is giving me problems. Please fix this as this is a quick and easy way to create integrated task functions in Zoho CRM custom functions.
I need a list of all emails to roll up to the Account level, not contact
I am looking for help. I want to have a view under Account (or a report) that lists all the emails for all the contacts associated with a single account. The list can be simple and will need to hyperlink back the the individual record. Our business need is to have a chronological list to manage the communication associated with a single account where multiple emails on multiple subjects went to multiple people. Currently, we have to go to each contact and read the emails. Eventually I would
Are custom scripts down?
Hi, I'm attempting to create a custom function and the getrelatedrecords is not expanding to give all of the argument options normally associated with that function. We need this to work reliably. Also, I've noticed sometimes when I pull up an existing function to edit it, the text of the function never loads. In addition, with respect to the getrelatedrecords function, is it possible to start with the Potential and pull the related Account, or does it only work for grabbing an Account and pulling
How to add a discount to a product?
I went to the following page to get help on this: https://www.zoho.com/crm/help/sales-orders/create-sales-orders.html However, the information given doesn't work. According to the instructions, little arrows are supposed to appear to allow editing of the discount (and tax), but no such arrows appear for me. Discounts are different each time a product is sold, so the discount needs to be able to be manually adjusted in a sales order. Please tell me how this can be done.
Update my Contact Module with data from the Account Module
I have a date field in the Accounts module called: Account Set up I have a date field in the Contacts module called: Account Setup I want to update the Contacts field from the Accounts field automatically. How do I do this with a custom function?
Quote template % discount
Hello, It's possible specify the % discount for each product on a quote template? I've only been able to put the calculated discount: ${Quotes.Discount}. Kindest regards, Lorenna
Tasks / Calls reminder Time should not be set to 30 minute intervals
Hi My Team is complaining that when adding a Task/Call reminder they want to set them Time but they cannot choose the specific time because the system has it set in 30 MINUTE INTERVALS!! Is there a way to modify these time intervals?? umm I really dont get why do you limit us to that! is not very productive.
Sending automatic email to customers that bought a certain product
We are trying to configure a workflow rule that automatically sends an email to any customer that purchases a certain product from us. In our first attempt we set a Rule Criteria to execute the workflow when the Product Details of a newly created Sales Order contains the product name, but it doesn't seem to be triggering when it should. Is there anything special we must enter in the Rule Criteria field for the rule to work? Thank you, Juan.
Email replies
When I send an email to a lead from Zoho CRM, the reply comes back into my Outlook, but does not go into the leads record in Zoho CRM. The only way I can get the email reply into the leads record is to copy and paste into the notes Please advise if Zoho CRM can be setup to automatically receive email replies. Thanks Mark
Having problems importing new contacts!
I am trying to import new contacts from an excel SS but it isn't loading the new information, instead its pulling across the information that was last loaded? Any ideas?
Sending multiple in one workflow
I want to set up several emails (i.e. a drip campaign) to be sent to leads. The email are designed to get them to respond to my calls and emails. For Example: I enter a new lead with a default "lead status" of new. I want to set up a workflow so when the "lead status" is changed to call, it will trigger the workflow to send the first email. Here's my real question. I want the 2nd email to go out in 2 days after the trigger event. The 3rd email would go out in 5 days after the trigger event
Delay Approval Process
We are using a custom function to loop through the product details and set the result of the calculation on to the product record. We then want to run an approval process. Problem we're having - the approval process is being evaluated before the custom function gets done executing which means, the record never enters the approval process. There is no way to delay the evolution of the approval process nor is there a way to call the approval process via a trigger. Any thoughts on a workaround?
Script or function to fetch Contacts module info into Accounts module
Hi All., I need help with creating a custom function that will fetch some Contact module info into the Account module . I have a module (Contacts ) where I create the new contacts and I need a process to create a new Account where the info of the Name and address fields will be fetched and populated automatically. Any ideas?? Thanks Adrian
Drupal Webform Integration using Zoho CRM API, Append to Select Records, not Overwrite Records
Greetings, We are using Drupal 7 webform submissions to create Zoho CRM Leads using the Zoho API (see attached). When a webform is submitted a new CRM Lead is successfully created. Since many visitors submit many webform submission, to avoid duplicate Lead submission in Zoho we check the form submissions emails and if exists we update the existing Lead. The below list shows the form fields: First Name: Last Name: Website: Company: Phone: Email: Country: State: Form Name: Currently when a form
How to make the clients information pop up when a call comes through?
All employees are setup up with the same permissions except for admin. For some reason few of the employees have ZOHO set up in a way where when a client calls their information pops up. Why is setup for some and not all if everyone has the same settings? Please help!
Iphone IOS app log inbound calls
When i'm using the Android app i can log inbound calls. When i use the Iphone IOS app it's not possible to log inbound calls. Any idea when this will be available?
HELP! Uploading contacts to CRM with (CRM) Campaigns
We are setting up Zoho to go live very shortly. I am currently in the process of importing all the contact and account data, which we have no problems with. HOWEVER, I also need to associate the contacts with the campaigns they belong to. How do we add the contacts to the CRM Campaigns in Zoho from an upload? I understand that you can upload new contacts to an existing campaign, but not existing contact to a new campaign without doing it manually. I've got over 20 campaigns to import each with 100-500
If then functionality driven from pick list
We just started implementing the Potentials area of the system. We currently are using the Stage field as a pick list with different values. Our sales manager wants to add functionality whereby if a user chooses Stage = Closed Lost a multiline box appears allowing the user to key information related to why the business was lost. He only wants this box to appear if the user chooses this one value in the pick list. Is this possible?
Comments section not working with new version
In the CASES module, sine the new version, our Comments (under Internal Comments) section will not allow us to edit. I checked permissions, but nothing seems to work.
Update CRM Feed when a user sends an Email
My boss is a bit upset because we were under the impression that with the Feeds Tab we would be able to see everysingle action that the sales people had made. BUT we can only see Feeds when they Add/Edit Lead/Contacts Fields or when creating Activities, the issue here is that if the Users Sends an Email , be it from within Zoho or using the BCC feature, there is NO FEED for that ACTION made. Hence our boss was mad because he thought that none was making actual work by just looking at the Feeds. Is
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