contacts that have moved on to another company
Hi I have a number of contacts that have left one company to a completely different one, what is the best way to deal with these in the crm. Is there some way i can link the contacts to all companies concerning rather than creating duplicates?
ZOHO is not processing my formulas?
Hi everyone, I have this problem with the ZOHO. I need a formula to process varios fields and construct a number, for serialization of the clients and projects. Wy is not working the formula?
How can I keep segment leads/contact info so that a single users does not see all leads/contacts in the entire system?
We have a contract rep doing some telesales, and need to put him on the system and provide him with lead lists, but need to make sure he can't see all of our other contacts, etc. Is that possible, and if so, how?
how to create a custom search interface in zoho crm?
i want to create search interface in zoho crm for lead, In creator search interface is working fine, now i want same functionality through zoho crm for lead (present in crm).
Permissions
Hello, I;d like to have 2 tiers of User Accounts. 1 for administrator. and the second one for salespeople. I only want the sales people to see leads and that's it. Where would I go to set this up? Thanks.
Can I push a custom field to Adwords through Zoho?
Hi, I want to be able to rate leads that I get through adwords and have this tracked in my adwords account. I know that Adwords gets all of the fields that were set up through integration- but can I push other fields as well?
Account ID
Hello everyone! is the Account ID from Account table primary key? In my account table, every time when I create a account, zoho automatically creates a account ID for that account. For my understanding, account ID should be the primary key. But it seems like it is not because when I export some accounts with the same account name, update them and re-import in zoho according to their respective account ID, all the info go to the 1st account name that has been created. So zoho does not take into
Must-use add-ons with Zoho CRM
As we know Zoho CRM has a solid collection of add-ons and plugins with which we can do almost anything. I recently got to analysing and short-listing the top add-ons and integrations. Was able to cover most critical processes in the lead process: and integrating with marketing automation. The addons that were the top rated were: Marketo (for Marketing Automation) Unbounce (for Lead gen landing pages) SalesIQ (for Analytical sales insights) Talkdesk (for Browser based call center) Here's a Free
auto number sorting is funny
I put auto number and sorting 1 10 100 1000 1001 1002 ... what is this?
Mass update Contact Fields based on Unique customer ID# (Custom Field)
I am using ZOHO for B2C functions. Each Contact/customer has a unique Customer ID# which is a custom field for us Based on this unique customer ID# I would like to mass update another custom field that indicates the customers current status with our company based on previous months patronage For example: There are 100 customers that are listed as "Current" then next month 50 of those customers have now been labeled as "Lapsed". How do I upload a list to update each individual customer who's status
Case Report That Shows Percentage Breakdown?
Hello, I am on a Zoho trial and am playing around with the system. Could someone tell me if there is a report that shows a group of cases broken down by status where it lists the percentage amounts of each status? I am using the "Case By Status" report and I see that there is an option to have graphs display but I do not see any option to include a percentage listing. Our situation is that we have a bunch of new companies that have access to use our software. We need to reach out to this mass of
Separating out organic growth opportunities from new client opportunities
I can't see how I easily split my potentials into two separate buckets: The first would be for upsell opportunities with existing clients The next would be for opportunities already identified and qualified but with totally new clients. Right now I am having to do all this tracking and managing in a spreadsheet which makes the CRM somewhat redundant. Does anyone have any good ideas?
Is it possible to add similar section while updating accounts?
Hi all, I would like to ask if it is possible to just click on a + sign when updating account info and create and update a new similar section. For e.g, In the customised "Appointment section" in account details, I filled in all the appointment details (something I cant customise in record type) in Apr. In May, I schedule a similar appointment section again. Can I just click on a + sign when editing the account and fill in similar fields? or do I have to change the layout every time I update? I didnt
how to filter the lead From Filed zoho crm?
i want to show filter data based on lead_status on load. is it possible to do it. If yes How???
Pricing after 10 free- incremental or back to user 1?
I suspect I know the answer here, though it's never been spelled out. Let's say I have the free version, and 8 people are able to use/see it (I'm just doing pretty basic customer database type stuff for our customers and end-users). Now, let's say I want to add some new people, and i go to 12 users. In that case, would I have to go from $0/m0 up to $144 ($12 x 12 users) per month? That's ~$1700 per year....and a pretty big step. zoho is just about perfect, with all the customization that
Price Book assigned to customers
Hi, I need to offer certain customers a different price list and have absolutely no idea how to do it! I'm in the Price Books section but can't find anything relating to accounts. Any help offered would be appreciated.
Newby Question
Hello: Just starting my day with Zoho - like what I see - I need to know how to change the default email sending application from Windows Mail to Gmail. Thanks in advance
Quotation mobiles
from which editing of zoho can be crete quotes?
Import Contacts
I am trying to import contact from an Excel Spreadsheet all of the records are coming in ok with the exception of the email address and I keep getting "false" what do I need to do to correct this?
Rearrange the columns in Dashboard chart
Hi, I have a Dashboard of Bar Chart ,When i click on bar it is giving a pop-up with details in rows and columns , Is there any possibility to rearrange the Columns showing up in the chart ? Thanks, Naveen
Change colour for each section?
Hello I am wondering if it is possible to customise the colour for each section in the accounts information page? Thank you so much. Pang.
How to extract contacts linked to potentials
how to export multiple contacts related to a potential
products on fly????
Zoho CRM Hi , is there a way to add "outsiders" products ,, I mean add products on fly, product do not necessary are records in ZOHO products thanks
Products "on the fly"
Is there a way to add products "on the fly" instead of using the product books. We need to be able to add custom products on the quote and not have to go to the inventory or product sections. Thx
SELECTING MULTIPLE LEADS TO ASSIGN THE SAME TASK
Can you select multiple leads and assign the same task to each? I need to select 5 per day out of 300 to email a sales team member to call the lead. Thanks, Kathy
Is it possible to create a Lead for an existing Account
Dear Zoho, We have imported a number of Accounts into Zoho, which is great for various purposes. In many cases when we have a lead it is within an Account that is already present in Zoho. How can we create a Lead and immediately link it to an Account? Kind regards, Esben
Duplicates of contacts
Hi, I would like to know how we can do to erease duplicate of contacts ? Sometime, I have the same contact been entered by 4 different people.... I want to know if there's a way to do it, but not one by one... Thank you
Is there a way to auto-populate a custom field based on criteria?
Hi, Is there way to auto-populate a field given a set of criteria? For example, I'd like all Potentials that close between a set of dates (i.e. between 1/1/2015 and 5/1/2015) to automatically populate the same text in a custom field I've called "Group." Thanks, Jim
Is the new zoho UI style coming to CRM?
Does anybody know if the beautiful new UI style introduced in books, social, bugs, etc will be coming to CRM?
Mass update to approve Leads
Hi, I'm a software developer, just getting to grips with ZC :) I need to figure a way for my users to 'Convert' Leads (into Contacts) without having to go into each Lead and convert it individually - The Macro or Mass update from a Leads view doesn't appear to have a 'Convert' option - I couldn't see any Deluge functions that might do it Any suggestions or pointers will be gratefully received Sb
Add Collaborator to Task / Sales Deal
Hello, I might have missed it but is there a way to add a collaborator (one of my users) to a task I need to complete or to a sales deal that I am working on? There for they will be able to view all of the information that I see for the specific task or deal. Please let me know. Thanks, Daniel
Zoho CRM Plugin for Microsoft Outlook (Windows) Now Automatically Synchronizes Event Attendees!
Zoho CRM Plugin for Microsoft Outlook (Windows) now automatically synchronizes Event attendees from Microsoft Outlook to Zoho CRM. When you create an event with attendees in Microsoft Outlook and synchronize it with Zoho CRM, the attendees are now automatically included as participants in Zoho CRM upon synchronization. In Zoho CRM, they are associated to the event as contacts, leads or Zoho CRM users, as the case may be. In case they are not any of these, the email address of the attendees will be
how to create lead through web hook?
i am getting this failure message 01:44 PM Lead Create Auto Create Lead in Creator kumar Leads HTTP Response - 404 please can any body help me to rectify that error. my url is:https://creator.zoho.com/api/xml/syedakram/practice-test/GenerateLead/Leads/add
When viewing an Account, I can view the email, phone, mobile, and fax of the associated Contacts, but not their Title - Why?
As the title says, when I looked up an Account and click on it, it will show me the Account details, including the Contacts within that Account. However the Contact information that is displayed is: Contact Name, Email, Phone, Mobile, and Fax What I really need to see is the Contact's Title. How to I change this view so that I get the Contact Name + Title?
Regarding Zoho CRM Form
I have created one form using zoho CRM and set "Landing page URL". Now I want all data on " Landing page URL" which I have posted by form. Is there any way to get all data in response of " Landing page URL"?
multiple choice address "from"
I have several email accounts licked to my zoho account. I rep for different companies. When I enter a lead and want to send an email it goes to the default email and is sent "from" that account. How can I choose one of the other account to send from and still have it saved in the lead information? Or can I assign each lead to the email account I wish to communicate from? Or better yet can I make a drop down box and choose from which email to send each time I communicate with a lead or contact?
Dashboards Not Working
Dash boards not populating. Just says "no data available"
Auto Date based on Selection of Stage in Potential
I have a requirement where when the Stage in potential reaches a certain string, a date should be captured. For example: Currently I have these stages Pre-Qualification Estimation/Bid Preparation Bid Submitted/Post Bid Clarification Won On Hold Lost When someone selects any of these stages: Estimation/Bid Preparation Bid Submitted/Post Bid Clarification Won On Hold Lost The date it was first flipped should be recorded. I am trying to create a custom formula field named 'Recorded Date' under potentials
Is it possible to disable notifications (like the "Territory Manager" one) for users?? and/or edit the email templates?
Thanks.
collecting data before connecting to Wifi
I have a client who owns a cafe and is looking to get customers to log in and create accounts before connecting to her wifi. What is the best way of doing this?
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