Is there a basic implementation Plan I can follow???
IIs there a basic implementation Plan I can ollow for Zoho CRM? Thanks for your help!!
Adding products to multiple contacts
I run an events company and I would like to track every event that one of my leads or contacts registers for and attends. I think the best way to do this would be to add a product for that contact for each event they come to. I'm not sure how to automatically add this… Here is the scenario… I have an excel or csv file with all of the registrants for a specific event… with name, address, email, etc. I know how to import these as new leads or contacts, but what I don't know is how to associate
Follow
What is the use of Follow in Creating account? I have created the One new account ,there is one function is FOLLOW ,But i dont know how its working? Please explain to me.
Formula field consisting of Picklist and Currency field values
Hi I have a simple picklist "Installments Opted" with values {1,2,3,4}. I have a Total Fee which is a currency field. I want to create new formula field called "1st Installment Amount" which will be = If (Inst Opted =1, 100, (if (Inst Opted=2), 60, If (Inst Opted)=3,50,40))) I keep getting errors - Either return type error or syntax error. This is such a simple feature but been struggling to get it to work on Zoho I checked the forums, there are some questions that are unanswered for last 7
Column Layout
What is column layout and what is the differnce between one column and Two column?
Column Layout
Hi , What is column layout and what is the difference between one column or two column? There is no difference between these coulmn,I want to know about that.
I am Zoho Challenged, looking for top notch help
Thank you in advance.... I have been working hard and not smart while setting up the CRM. I own a Singles Club, we are B2C. We receive a lead, its called, appointment is set and if sold the lead is now a member. Questions: 1. How do I integrate my submissions form from my website and into leads? Currently it's being sent to my email, and my site was built by a web designer. When I do receive a submission form in my email it says contactus@havemoredates.com, and I have checked for that email
Bad drag and drop response of send_mail function in Custom Functions creation
When I drop the send_mail function in the CRM custom function creator interface, I get a 2 popups saying invalid. I can then no longer edit or submit the form for setting up an email. Tried on both Chrome & Firefox. See error message below: To recreate this error: Goto: https://crm.zoho.com/crm/ShowSetup.do?tab=automate&subTab=workflow Then: 'Custom functions' tab Then choose: 'send_mail' function' click edit (a few times) From the deluge screen you click on the pencil to edit the Sendmail parameters
Updating accounts from an import based on an unique account id
I have a legacy system (no api available) which has active clients in it. The system is really the master for the client list and is used in the company's operation. If a client changes address it is changed in the legacy system. Each client has a unique ID which I have created a field in Zoho CRM to capture it. On the first import of clients I can import them with the ID but is there a way to update them on future imports. I don't want to rely on contact name or company name because if it is
How can I send email from template in FREE edition
Hello.How can I send email from template in FREE ZOHO CRM edition?
Archived Projects - Alphabetical Order
Hello, An idea to make finding the archived project one is looking for easier would be to have them listed in alphabetical order. Best Guy
Replace Functiom
What is the use of Replace in mapping fiels? I am going to edit my mapping field,there is one option in pick list(Replace or Edit).So i am replaced in salutation from Mr to Sir.But it cannot replaced ,it only add that values.I dont understand how it is used.Please tell me the answer
How to restrict my users to login from their office computers only
Is there a way to restrict my users to login to my CRM application from their office computer only? Please help.
Assign a Task to a contact
Hi, Could someone please help me assign tasks using ZOHO. This is how I want it to work. I take multiple calls and would like assign call/Task to few members. I want to complete the task and report back. Click on Task and then add task. The task owner is Obviously me, there is no option or drop down to assign this task to someone in my contact list
Regarding Date/Time Formula Field
I have created one Date/Time formula field called Appointment Date time with IF condition. ie [ If(Dayofmonth(${Leads.Rescheduled Appointment Date/Time})==0,${Leads.Original Appointment Date/Time},${Leads.Rescheduled Appointment Date/Time}) ] This formula field should show the value either 'rescheduled appointment date' (if rescheduled appointment date is filled) or Original Appointment date (if rescheduled appointment date is empty) ,but it is working only when two fields (original appnt and rescheduled
iPhone capable phone Numbers
Can it be made possible to allow special characters in the phone number feild? Apple uses " ; " for extentions and by allowing this it would help a great deal for business phone numbers and vendors in the CRM.
'Zoho Campaigns' versus 'Zoho CRM Sync for Constant Contact'
What are the advantages and disadvantages of 'Zoho Campaigns' versus 'Zoho CRM Sync for Constant Contact''? Thanks!
Group Leads by Company, Status
Hey guys, just wanted to suggest you add a feature of grouping the List of Leads by fields. For example: If, instead of having a messy list of Leads, I want to see them grouped by Company Name, or Lead Status, or Country. Thanks, Raian
How to get lead/client name to show up on tasks
Hi Everyone, I am setting up my new Zoho account. I am wondering how do you get the lead/client name to show up on the home page within the task widget? For leads I found I can use the "related to" function to get the lead name and for clients I can use the "contact name" but I am wondering if there is a way to the lead or client name show up for one field. Attached is a picture, I erased the last names. Thank you.
Hide Convert Button on Sales Order Screen
Is there a way to hide the convert button on the sales order screen? We use sales orders but not the invoice portion within CRM.
Macro Emails - CC'ing myself
I've set up a macro to send out an email template to follow up on an enquiry. I'd like to CC myself so that I can clearly see when I've run the macro rather than having to type a note on the potential to remind myself. Is this possible?
Schedule (event) call and roll over event on calendar?
This will be the make of break for my using Zoho or moving on. The following is a staple for those doing sales with many calls. I must be missing the obvious? If a call is completed with a lead/contact and I need to call them in 7 weeks at 9:10 am, how do I schedule this event? How do I have these event roll over on the calendar? How do I schedule a 5 minute event (not a 30 min event)? Thanks!
Can you put the alphabet links (A-Z) at the top of the Potentials page instead of bottom?
Please?
Importing Contacts together with attached Potentials
Hi, I'm trying to import my Contacts, Potentials and Activities to another account. How do I do that in such a way the modules are not imported as separate entities? That is, the relevant potentials and activities of each contact are still linked and reflected below Contact Information.
Can I change the Y-Axis on Reports to show total amounts (monetary value) instead of just the numbers?
Can I change the Y-Axis on Reports to show total amounts (monetary value) instead of just the numbers?
Can't Manage to do this formula syntax
I have a DOB(date) field and a Decimal Field(Custom) that are already created and fullfilled. What I need is a new and automatic field that returns me the following: If the actual age is <= 50, returns to me the result of my (Decimal custom field) / 0,0048) or If the actual age is >= 51 and <= 59, returns to me the result of my (Decimal custom field) / 0,0018) or If the actual age is >= 60, returns to me the result of my (Decimal custom field) / 0,0008).
Upgrade from Old Pro to New Pro
I have ZOHO CRM OLD Professional and I want to upgrade to the new professional. But I cant seem to find out anywhere how to do it? Can someone please help. I need to get webhooks working as soon as possible.
Web to Contact Form
We are a research organisation and every two months we hold events where our contacts are emailed about it in advance and they have to register to attend it. In web to contact form, I find it pointless that an already existing contact has to re-enter all the information again althought the information already exists in the contacts of CRM. A more efficient way will be: 1. Contact only enter email address on the form and clicks on 'Verify' button. 2. If contact exists in CRM i.e. if similar
Prospect - not able to edit the Stage
Help! I have set these fields up on my prospects. All fields show the edit button when you hover over the end of the field. Stage shows the edit, but on selection absolutely nothing happens! I have looked at settings and cannot see any reason why this would be.....anyone got any ideas??
Is API use limited to one third party connection?
Hello, I'm trying to connect two separate instances of a booking application to one Zoho CRM account, and it's working fine with one, but not the other. I've attempted setting it up using both the same Zoho CRM API key and separate API keys, yet still only one of the two booking accounts was integrating with Zoho. Does Zoho somehow limit the use one API to only a singular third party connection. Any insights / suggestions would be greatly appreciated. Thanks, Josh
Lead replied to email -- but it's not showing in Zoho CRM
Hi, folks, I just set up a Zoho CRM account and sent my first email to a lead via Zoho. Good news! The lead replied to me right away asking to set up an appointment. Bad news! This showed up in my GMail inbox...but not in Zoho. I have a Google Apps email account with my organization. When I signed up for an account, I did not sign in with the federated sign in, I just created a new account with my email address and a password I created. How can I get a lead's reply emails to show up under
How to relate contacts to many different medias?
I've been looking out how to relate a contact to many different enterprises (Media) and i couldn't find out how. Is that possible? Thank you.
Trying to use ${Accounts.Parent Account}
When customizing an invoice, I try to add a field - ${Accounts.Parent Account}, but it doesn't seem to display anything. needless to say that the actual account has a parent account set. Can anyone advise?
Zoho for Commission Tracking
Hi, We are looking to utilize Zoho CRM for tracking commissions for our sales agents, we'll be importing transactions (sales) from a 3rd party System. Can Zoho CRM be used for this ? and do we need a special plugin for it? Regards, Cal
Help required
I have stared using Zoho within a business, I have a sales team that now have to input their contacts, leads, and potentials.We are starting from scratch, as we enter potential information we also have to enter as a new contact so we in fact have to enter the customers data twice one in potentials the other in contacts. Is there a way of auto filling in client details that are entered into potentials, that would then automatically complete details in contacts? Also if I have a quote form that has
Inherited Address
Hi, It seems intuitive to me that if I create an account with an address then all contacts who are associated with that account should inherit that address. Is this possible? Cheers
Multiplying Probability against a $ value
I have tried determining effective revenue by using the custom formula Chance of revenue = (probability/100) x deal value This calculates but I expected that by then changing the stage, the probability would change and in turn my chance of revenue value would as well Clearly the change in stage does not flow through to the formula as the returned value does not change Any suggestions? (I am using a formula to do this rather than the default fields as I am using a pick list to generate deal amount)
Pulling Data from FlexMLS.com into ZohoCRM
The local Multiple Listing Service (MLS), found atwww.FlexMLS.com, contains all real estate listings in our area. We use ZohoCRM to market to expiring listings. We'd like to pull live data from FlexMLS.com into ZohoCRM automatically. What is the cleanest and least expensive way to do this? Should I be hiring an API programmer? Also do you have any templates already out there that can adapted rather than recreated from scratch? I understand the Zoho API FAQ is here: https://www.zoho.com/crm/help/api/
What is the best way to "restart" Zoho CRM?
We are looking at taking the data we have and restarting our software, essentially from scratch. We have created new processes within the business and are needing to find the simplest way to export and import data. Here is the catch: All of our "Leads" were entered as Accounts and we are wanting to take those "accounts" we have deemed to actually be "Leads" and import them as such. However, there are fields under Leads that do not have a relative field in Accounts. Is there a easy way to take
Lead information not able to be seen by new Zoho user
Hello, we just added a third user to our Zoho environment. That new user is not able to see the lead's information even if he has acces to all the same things than the other 2 users. What should I verify to solve that problem? Thanks
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