Account/contact structure for leads
How can I set up leads similar to the Account/Contact structure? We have prospects that are big accounts and many contacts need to be tracked. Yet we do not want to mix them in with customers. Any help will be greatly appreciated!
Task Reminder Popup
We are considering upgrading from the free edition and are currently evaluating Enterprise. One required feature is popup alerts on tasks. I know in the free edition, this feature does not exist. However, the ability to set time/date for notification and the option to select email or popup is not visible in task creation/editing for the version we are now testing. Is this feature disabled prior to upgrade?
Zoho CRM and Invoice Integration - Change Invoice Template Used
Hi Team I have several templates in Zoho Invoice that I use for different functions. Is there a way to select the template used from within the Zoho CRM application when using the ZCRM/ZI integration? Thanks
Find leads that have no activities attached to them
How can i find my leads that Have no activities attached to them and and no closed activities. So i may be able to see if any leads have slipped to the crack and would be lost in the databases Thank you
Sales Pipeline Process and Zoho
Hello, How do folks handle this out there? I have raw contacts that I call to see if there is interest in my company's services. if there is no interest and no point in calling further, are there fields built into Zoho to use to manage this? Or what do people suggest? I don't start with leads. I simply start with contacts. when they are qualified, I will need to update them in some way. I just turned on Zoho to trial. I like what I see. I'm not sure how to use Zoho to manage contacts through
Voice Integration with 4G or VOIP Bridge
Hi there, we are in UK as a small company that uses zoho a lot but we don't have a PABX system. Is there any way please we can integrate our telephone calls out into zoho, maybe via VOIP or 4G please? It would be great if we can, look forward to hearing from you. Thx Mike
Recover potentials
Hi Guys, I have accidentally deleted my Potentials for 2009. Can it be recovered? Best Regards Jon
How many free acounts with standard plan?
Hello, Currently I have been tested Zoho CRM whit 3 free users. I noted that at the beginning I need only one user nwith standards plan functions and probably gorwing up bussines it could be necessary upgrade the plan and add more users. So, If upgrade the plan of one user to standard plan: 1.- I will lose relations with another accounts? 2.- Could I change user permission? Thanks in advance.
How to insert a html file in the body of an email (Newsletter)
Hi everyone, We created a newsletter (html file) that we want to send to our customer with zoho CRM. I want to insert the html file directly in the body of the email and not attached to the mail. In order that customer can read it without opening the file. I tried everything but it does not work. How can I do that? Thank you for your answer, it will help me a lot, Best regards
Cloning mywhole CRM
I setup Zoho CRM for my territory and expense the monthly fees for myself and the others users in my territory. Another territory leader wants to use Zoho and since I cant see a way to split the billing I want to look at cloning my schema so that she can have her own CRM with the same customizations that I made. How do I do this please?
how many free user work with a standard user in Zoho CRM?
Hello, I've been tested zoho crm with 3 free user accounts. I noted that for my bussiness we will require only one standard user at the beginning. So, if upgrade one user to standard plan: 1.- how many free user acount we could work with? 2.- will this standard account could set user permision? Thanks in advance.
Can I generate a new potential automatically?
Is there any way to create a new potential based on a macro / automation / query ? After I create the standard Contact/Account/Potential from a successful Lead, my sales process requires me to follow up with a new sales presentation after the initial Potential is complete after a set number of days. Assuming the first Potential Deal is "Closed Won", i would like to create a new potential to begin in 30 days. If the initial Potential was Closed Lost, I would like to create a new potential to begin
Removing Closed Lost from a Pipeline Report
Hi, Thank you in advance for your help. I have setup a pipeline report and would like to remove and Closed Lost opportunities. I have the full version and am struggling with this. Does anyone have any ideas on how to help? James
CSV import failing
I have a CSV file with four fields that I wish to import. I did three records and it worked fine. So, I tried the whole file and it says the import ended abruptly. 0 records read, written, etc. I checked to make sure required fields are on all records. I made sure UTF-8 data was used. I rolled back all attempts and retried. I have more stuff to attach, but there appears to be a three attachment limit...
Capturing emails and automatically add to potentials
Hi All Currently we dont use the email function with Zoho. We have moved from Sugarcrm which allows us to create a generic email address, eg companyname@sugarcloud.eu and all emails sent to that email account which had a customer email address listed in sugar, were automatically attached to the customer record. We do not want to use zoho for our email and still want to use outlook. We also dont want every email attaching to the contact in zoho. I've been told that Zoho doesnt have this type of
Associate a Web to Case form with an existing Account or Contact
Cases are associated with Accounts through the Account Look-up field. When building a case form to publish on the web, how can I architect it such that I associate the incoming Case record with an existing Account or Contact (Account Look-up field not an option to place on the form)? If I put the email field on the case form, will Zoho CRM match it to an Account/ contact that way?
Allow for changing list order.
The default sort order is not helpful. If there is a workaround, it's far to cumbersome to be used on a routine basis. I'd like to see a simple drop down list for LEADS, ACCOUNTS, CONTACT and POTENTIALS that allows for changing the default sort order to NAME ascending or descending. Even when reducing the list by selecting letters A-Z at the bottom of the screen, the sort order is still date driven.
Exporting Notes Fields
Hi, Is there any way of exporting Lead Notes as well as other Lead information? I have created a report to include name, address etc. but cannot find a way to include any notes I have added. Many thanks Nicola
New Comment Notification Feature!
Yello... Just wish to commend you guys. I think the new feature that alerts you when a lead has been updated with a comment is sooo useful. It makes communicating with my team so much easier and efficient. Thanks! Zakaria Desai
Notes not being updated across different views
In the new CRM View, i find all my pending tasks are not being reflected, esp long overdue ones. Secondly in the CRM View, i open a customer task and update the notes, the same is not updated in the mobile phone version. Anyone else found this problem ?
Haven't been able to Support Help re the following issues accumulated during the past 2 weeks??
The current Zoho CRM issues are as follows, 11-5-2014: 1. Can't get the QuickBooks synch to work - a. A security error occurs when trying to create a QWC file with Chrome browser. b. QWC file can be created with Firefox browser, however whenever the Webconnector is run the synch doesn't complete and errors show up in the log file . 2. Haven't been able to Import Tasks with the csv file migration tool. An error ALWAYs occurs when import is attempted and a re exclamation point shows up in the
email add-on change subscription plan to standart
Is it possible to use e-mail add-on for additional cost after I change subscription plan from "Old free" to "Standart"?
"from" field in email template
Great product. I have a small question: no matter what I put in the "from" field in an email template, the email arrives at the recepient with the email address of the main administrator that opened the account. I am trying to write a "thank you for contacting us" automatic email in reply to a web form, and am unsuccessfully trying to put our customer support email there. Am I doing something wrong? Thanks
BCC Dropbox
BCC Dropbox is not working. I followed the Help here: https://www.zoho.com/crm/help/bcc-dropbox.html#Activate_Bcc_Dropbox I cannot find BCC dropbox under General Permission. By default, this feature will be enabled for the Administrator and Standard profiles. User with the Manage Profiles permission can activate this feature for users in other profiles. To activate BCC Dropbox Click Setup > Users & Permissions > Profiles. In the Profiles page, click the Edit link corresponding to the profile that
email notification for new leads
I currently have my website "contact us" for configured to drop into my ZOHO CRM account. I originally had it set up so that when a lead landed in my ZOHO account I would receive and email notice so that I could follow up immediately. The leads are still coming to my ZOHO account but I am no longer receiving the email notice? Can anyone tell me how to turn this feature back on? The developer who set this up for me is no longer in business. Thanks Bob
I run several companies with different colleagues which subscription best fit my needs?
I run 2 companies in Belgium: www.alt-f1.be and www.amia-systems.com ALT-F1 is a 3 persons company while AMIA Systems is a 4 persons company not including resellers (3). I want : 1. to use one single account to manage my 2 brands 2. to share (or not) the prospects, customers, accounts etc depending on the situation 3. apply the same rule to other Zoho products such as invoices and Campaign Thank you, Abdelkrim
Opportunities Tab - Upload file missing
Hi, we are using the Zoho CRM and the Opportunities Tab had a functionality to upload a file. However, this functionality is not available any more and we have no idea where are all the files attached. If you need more information, please let me know. Kind Regards, Hely.
Formula Field
Hei Guys, We are trying to sum up the results of few fields in Zoho, so they add up to one integer set up as formula field. We have two questions: 1) How is it possible for the formula to be working for older Accounts? It seems like just for new ones the result is compiled 2) How does the update field work? Thank you, Andrei
Double and tripple E-Mail Entries?!
I did a report to see how many e-Mails I have sent the last days. It appears only in ZohoCRM that there are double and tripple entries of one and the same E-Mail?! See screenshot. n my gmail account it is ok? Who can help?
Give CRM access to my customers
Our company sales franchises. We have several different franchise brands and different sales associates working the brands. The franchisors would like to have access to the CRM (as a user) to review all lead activity for their brands. There should be a simple solution, but I cannot figure out how. Can anyone help? I have chatted with the Zoho support team, they have given me solutions, but nothing works so far. It could be me, as I'm not a developer, but have done lots of configurations on different
How can i Manage services apply to the customer?
i want to track services from my oportunities , i know i can manage task and events but i cant get opportunities $$ total price. I want to know how many services were done in a day.
Create dashboards from report on Custom modules
Hi ! I have created a matrix report based on a new custom module. (New object) I want to add it in a new dashboard but I can't see it in the Source Report List field even if it exists in the Reports section and it gives me a result. Any idea why ? Thanks
Using FREE edition and PAID edition CRM
Is it possible for other users to use FREE Edition and the administrator will use the PAID edition to consolidate all the data? We prefer to use the FREE edition because this users will only input the Leads, Account, and Potentials. The administrator will be the one to consolidate all the data and generate the reports and other field like Products etc.
Add Task to Multiple Prospeects
Hello and TYIA, Is it possible to add a task to multiple prospects? For example: I am running a direct mail campaign and I want it to go to 100 prospects for the next 5 weeks. I can create a task "send mailing" and make it recurring every Monday for the next 5 weeks. I want to attach that task to the first 100 prospects in my list without recreating it for EVERY prospect. Is this possible? Thank you, dp
Is this possible with workflow rules in CRM?
We would like to establish a workflow that is triggered as soon as a new record is created in LEADS according to the attached diagram. The workflow has to be executed fully automatically. Can we accomplish this with ZOHO? A good advice will be very much appreciated.
Searching for accounts
Hi all, When searching for accounts I encounter multiple problems. First, the accounts are not in an alphabetical order but rather in the order I last changed/edited them. I want to change that but how? Second, my search layout clearly states that I only want to search for accounts with my search option. But when typing e.g. "Cambridge" I get both account names holding the name "Cambridge" in the account name and accounts domiciled in "Cambridge". Please clear this issue. Thanks, Lars
Email assigned to a campaign
Will we be able to assign a email to a campaign anytime in the near future?
Quoting
I'm finding it so difficult to setup Zoho CRM to manage my Upfront and Recurring pricing structure. I know the Zoho CRM quoting functionality doesn't deal with being able to quote recurring costs; I can add a custom recurring price field in Products and store the recurring price figure but I can't do anything with it. It can be shown in the Items line ina quote template but I can't total this price, I can't sub-total and therefore I can't store this total and report on it. Surely, there must be
I downgraded and lost a tab I had personalized with some infos
Do you think that this info is still there if I upgarde again? Cheers Laure
Add a note... causes extra clicks
My staff has recently been complaining about the new "add a note..." default text in the notes field in Zoho CRM. Prior to this feature, we could put our cursor in the notes field and either type in our notes or paste in our own notes. Now, we must select the "add a note..." text and delete it first. Because so many of my staff members are used to the first way, many of our notes now start with the words "add a note...." Can this be fixed?
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