Zoho Mail
I am using the Free edition of Zoho CRM. I have set up my company email in Zoho mail also. How do I have CRM check my emails so I can assign them to a lead or contact? I have followed these instructions: How do I configure my company or personal email account inside CRM? When you configure the Mail Add-on feature in Zoho CRM, by default, the Zoho mail account is configured. This means that in your CRM account, the Email tab will display Zoho Mailbox. However, when you send emails to your leads or
Google Coordinate integration
Hello, we are using Google Coordinate (part of Google My Maps) for assign works or meeting to our agents on the road. It would be very useful to integrate this platform with "Event" for leads and Contacts.
ZOHO delete iframe when sending email form Lead mass email
Dear all, I embed a google form in email to send to my leads. The google form display correctly in compose windows, but, when it's displayed when my lead receive email. Maybe zoho delete iframe code when sending email. Could you mind helping me? Regards, Lam
Integrate the zoho CRM with android app
hello, i want to connect android app with zoho CRM api, plzz help me. thank you.
zoho crm contextual gadget for gmail - can it be used with personal account
hi all, with the zoho crm contextual gadget for gmail, can it be used with a personal Gmail account? i had a look at the instructions to enable it, and it references the Google Apps for Business screens. I currently have my work email address forwarded to my personal Gmail account, and would like to see if I can use it in this Gmail account. Regards, David
Email Settings Missing
I'm trying to get Zoho mail to integrate with Zoho CRM but when I go to Setup, Personal Settings, Email Settings are missing. Any suggestions?
IMAP Integrating Archived Emails
Maybe this has already been suggested - but I would like to see the new IMAP feature in Zoho CRM pull from "All Mail" instead of just the Inbox and Sent Messages of my email client. After communicating with a client, I usually archive the email so my inbox doesn't get cluttered. Unfortunately, Zoho CRM does not pull in emails from the Archived section, and these emails don't show up in Zoho. I've developed a work around, but this seems like a development no-brainer to pull from the "All Mail" portion
Retain Column Position of Exported Module when adding/removing fields
I export data from modules occasionally and use excel to verify the exported data. However, it makes it extremely difficult to do when the location of each column changes. Every time I add or remove a field within a module, the column order of the exported data always gets COMPLETELY changed. I'm not talking just one or two columns, but almost all are randomly moved around. It would be smart to just add the new field to the END of the last column of exported data when a field is added in zoho,
"Loading..." issue when creating new activities in profile
Hi Zoho team, I having issue with creating new activities to all leads. when i do them its get stuck on saving that task which force me to reload the page manually. After manual reload that profile does not display anything below basic info.
Custom field s
Hi, Creating a custom field in "Accounts", im looking to push it to "invoices". Its the customers unique ID that has to be stated on the invoice. Is this possible?
Adding fields to the contacts.
I need help with the Contacts. I have added the contacts but I cannot get them to transfer into the accounts portion. Is there a way to add a field in the contacts so that I can select which account they are to be placed in once I have finished updating the contact? If so can you please tell me how to do it.
need a report that provides activity status - closed, deferred, in progress, etc
Can't find a way to run a report that tells me the status of the activity for a potential. Just see options like "last activity time".
Campaign Tracking
I am new to the company and to Zoho, there seems to be an issue tracking the campaign source of leads. I was wondering what others are doing. For example, I want to know that a lead came from Paid Search. Thanks in advance! Megan
Is there a way to set up mass tasks or events?
In my business we have over 1000 subscribers to an annually-paid service. I am looking to setup reminders for each client as designated times during their subscription period (i.e. at 2 months, 6 months, and 10 months). Is there a way to do this in bulk without manually adding individual reminders for each client?
Auto Assigning Leads to Agents/Lead Owner with criteria
I want to auto assign leads in round robin and territory: I.E. 2 agents will get leads via round robin but there are some states that are not covered by both so those leads need to skip whoever is next in round robin and auto assign to next agent. Assume all states have both agent except: Agent 1 only MT, ND, NE, KS,NM, LA.WI,MI NY Agent 2 only OR, NV, ID, AZ, UT, MO, AR, NJ, DE, CT On related topic when lead enters system I need to have it auto assigned staus as "New Lead", Welcome e-mail sent,
Identify ACCOUNTS without CONTACTS
Hi We are trying to check we have at least one CONTACT set up for each ACCOUNT, but do not know how to create a VIEW that will quickly show us a list of ACCOUNTS that do not have any CONTACTS. Currently we have to open each ACCOUNT individually to see if there are any CONTACTS Can you suggest an approach? Thanks
RE: [##6493610##] Task Creation & Linking to Clients
Hi Guys – Still waiting for a response on this. Regards Duncan Forrest From: Duncan Forrest Sent: 25 February 2015 10:55 To: 'support@zohocrm.com' Subject: RE: [##6493610##] Task Creation & Linking to Clients Hi Swami, Thanks for the prompt response –it is greatly appreciated. I am a little confused – hopefully you can clear this up. Before adding my new tasks we already had a significant number of tasks in place all of which are available under the Quick Actions and under the New task
Email plugin
One of sales person downloaded the email plugin for zoho crm in his laptop, but still it is not getting displayed on outlook. Our IT help desk also tried out and still not working. Appreciate any help. Thanks, Thilak
Need a report that shows current actitivity stage (open, closed, in progress, deferred)
Need a report that shows current actitivity stage (open, closed, in progress, deferred)
Authorized CRM user cannot login to CRM
the user attempts to login after pushing the CRM handshake icon, and gets: "My Organization has an account in Zoho CRM", or "sighup for free links."
LEADS
I've imported my leads and I can't find them anywhere. Any idea where they are???????? They're not showing up in "Leads"
The "Today" link on all date fields
Can this "Today" link be on all the time ? Some screens its not
Information from lead not transferring when I convert to an account
When I convert a lead to an account the only thing that transfers over is the owner and the name of the company. The address, email, website, etc. does not transfer. Any help is greatly appreciated.
new user cant see company contacts or events
I just added a new salesperson. She can login, but can't see any of our company data: contacts, events, etc. help!
Importing In Zoho CRM for other users
I am an administrator and I have followed all instructions in user manual, but still coming up with Leads owner under my name instead of assigned user on CSV file. Any ideas, or has anyone else encountered this issue?
New email setup
We recently upgraded to professional....trying to set up a mailbox. Setup - apps and add ons - Zoho apps - there is no "Zoho mail" tab. Please advise
Things to be considered while setting up a CRM
Hi I am setting up a CRM system for our company. Would like to hear from the experts the considerations to be kept in mind while setting up a CRM in integration with calllogs from an external service provider.
Scheduled Mass Emails
I have scheduled a mass email of 2000+ emails to go out. I was expecting ZohoCRM to send them in batches of 250 per day but this does not appear to be happening. Should it?
How do I change my sign-in and email address
Hello: My zoho sign-in is marksyd, and outgoing email appears to clients as marksyd@zoho.com. How can I change the sign-in to americana, and having outgoing email appear to clients as americana@zoho.com? Thanks.
Is it possible to attach outgoing emails to customers CRM account?
I would like to track email communication with prospects and customers within the CRM and wondering if that's possible? Essentially, looking to attach each outgoing email sync to the clients CRM account. If so, what is the process to enable that so I don't have to manually cut and past each email
Duplicating first names after migration
I just finished migrating contacts into the CRM, however when I go into a contacts account it has duplicate first names, for example: Steve Steve Johnson. Are there any suggestions on how this might be fixed? Thanks, Justin
Associate a product with tax within the Product Details section
I am finding that even though we are checking an item as "not taxable" it is still calculating tax for the entire subtotal. Since it seems there is rarely a way to fix something "at this time" I am trying to figure out how to make each item/product associate with a tax amount (there is a column in product details for itemized "tax amount") and then I just would not associate the non-taxable items to any tax, so they wouldn't calculate. Has anyone else figured out a way to NOT have specific items
Help With User Roles & Permission
Please see my video on the problem: https://www.youtube.com/watch?v=LqHwBjbOsP4 Thank you very much! ~ JB
Filtering Related Lists in Potentials
We sell through resellers and as such we have a large number of potentials listed under one account. We would prefer not having to create a new account under this parent and then list the potentials under the child account because our closure rate is about 30% so 70% of the accounts within Zoho would end up being inactive. A simple solution to this and other issues when viewing potentials and contacts within an account is to add the same filtering that is available under potentials and contacts
Calls disappear
Hi I wondering why when I click on any lead, the calls done before are not appearing any more as one of the details of the lead? I can't go to check any description or note that I left for myself about older calls done to that specific lead. I didn't change anything, this morning they were there but suddenly they disappear while I was working. What happened? Help.
Notifying multiple people when a new Webform Lead is created and pending approval
We have a webform that submits a lead into the CRM. We also have a workflow rule that is setup to notify additional people when the lead is created, but its not performing the extra notification until the lead has been approved. When the lead is first submitted from the website its goes into the needing approval section and it appears that the workflow rules do not run when a lead is at this status? We need a way to notify multiple people when a new Webform lead has been created and is waiting approval
LinkedIn URL in Contact form
Hi there, Is there a way to store a Contact's LinkedIn URL on the Zoho Contact? I don't need anything fancy, just a field to copy and paste the Contact's LinkedIn Profile to a field. Ideally it would be a URL field so that the user can click right through to the LinkedIn Page from within Zoho CRM. Many thanks in advance for your replies
Automated task for workflow rule not working
I have set a workflow rule conditioned on lead source to then create a call task for trigger date +1. I have imported about 50 leads and I cannot understand why the task has not been created for them. I am sure the task is associated to the workflow rule. Any suggestions as to why this is not working?
Private medical clinic: best way to use CRM?
Thanks for reading. I'm new to CRM. We currently use a Google Calendar to book appointments (this is the sale) but we don't generally track where leads come from, hence we are looking at Zoho CRM. Our leads come from our online contact form, online booking form, direct email, and calls. I appreciate how online contact forms and booking forms can be easily integrated into Zoho, but how about customers that book through direct email and by phone that just book an appointment? I would like the simplest
Form does not post into my Leads area
I created a sign-up form at http://www.amemoryjog.com/Download-Password-Management-App-iPhone.aspx. It allows the user to enter their email, first name and last name. It should submit their information into my leads section of Zoho CRM and then send the user a thank you email. It does not seem to add the lead and does not send the thank you email. Am I doing something wrong?
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