New Kid (who wants to be) On The Block
Hi Folks, My business needs a new CRM system - we're presently using ACT - and I like the look, feel and integration with MS Office 365 that ZOHO appears to offer. I've initially thought of procuring a managed implementation, but have discovered the service is simply unaffordable against the number of users we need. QUESTION - Given I understand databases, we have access to a good IT support guy and none of my people are afraid of a bit of work, do current users think we might be able to manage the
Budget x Potential
What is the difference between potential and budget? Is possible to transform a Budget in Potential?
Can you set an ideal timeline with milestones for converting a potential?
We have various phases our sales process goes through. I understand how you can set up fields to show which phase a potential is in (e.g. we have 'First Contact','Demo scheduled', 'Free Trial started', etc) and there's a closing date, but is there a way to assign nominal dates to each phase so you can track how effective the process is and how things are trending? E.g. I'd like to select that a potential is a 'Medium' client with first contact on 1/04/14, so automatically Zoho would then say, therefore
Web-To-Lead & Web-To-Case
Some features like Web-to-lead, Web-to-case and Subscription Manager will be available only for corporate accounts and will not be available for personal account. Please do the following steps to add the second user to become a corporate account. 1. Go to the setup link in the rightmost corner of the page. 2. Where you can find the Add User link under Admin Settings. 3. From there you can add one more user. Now you will be able to see the above features under corresponding module settings.
How to track Seminar Sales
My Financial Firm does multiple single day seminars. My question is, what is the best way to track the sales per seminar? Setup Seminar as Account, Potential, Campaign? We also want to be able to attach all attendees of seminar to a single "event" and be able to lookup attendees, see quotes per seminar vs sales.
Potentials - not allowing edit of status
I have set up Zoho so that when a user looks at the potential they get the option to "quickly" change these fields However, even though when hovering the edit button appears next to the status - on selection nothing happens... help?
text in pdfs
Hello, In CRM. When I export to pdf from a quote that I have created. The text changes to a typewriter font. which is not very clear. Areyou able to change fonts/setting for exorting pdfs? thanks Lee
How do you sign out?
Can someone please tell me how to sign out. Many thanks
Leads App for Android. How can I register in it if I use Google Apps ?
Which user and password can I use?
Import Error
Hi, I have to import my report from Excel in correct format,but file didnt import. Field Names are not displayed. Please help me.
Problems with exporting a Quote to pdf
For the last 30mins to hour, I've been having trouble exporting a quote to a PDF. Have tried signing out of Zoho, shutting down PC and restarting it and Zoho again, but to no avail. Any suggestions? Any idea as to why this is happening? Has anyone else had the same problem today? Thanks!
Please enter a valid email - .co.uk
We have a number of customers in England so the have a .co.uk domain. I keep getting the following error: "Please enter a valid email." - The email is valid. What can I do to fix this problem?
Rename field "Parent Account" in Account
In italian there is a wrong translate of a lot of fields, for example how i can correct the translation of "Parent Account" in Account? Is translate like "Genitore Cliente", but the correct is "Cliente dipendente da" or "Cliente satellite di". Your sincerely, Marco Severini
Contact Notification in Event Creation
Another popular CRM software that I've used in the past, and have now migrated to Zoho, would send an Outlook-formatted meeting notification when you created an event with them. I won't name names, but this other software platform's name rhymes with Snailsforce. I've come to depend on that feature--the ability to automatically generate a meeting notification to the contact I'm scheduling a meeting for--and would like to do that in Zoho as well. I researched and cannot find where I can do that easily;
Share specific emails to Zoho via Gmail?
Hello! I notice that with the Outlook addon specific emails can be shared via Zoho - but not all. Is this also possible with Gmail to sync only chosen emails? Cheers
user password?
How do I change my user password?
Credit Card and Primary Contact
Hi, When I edit the company information I the following message: "Attention to Paid Users: Please update your credit card details if you have changed your primary contact in Zoho CRM. The credit card details have to be updated with the new primary contact so that all the payment related information mails are sent to the new primary contact." How do I have to understand this. I signed up for 2 accounts and used my personal credit card because I am the company owner. However, I don't want to be one
Task Managaer
Hi, I don't know if it exists and I am overlooking it but I think Zoho CRM would benefit from an embedded Task Manager. I want to be able to open a list an see all my pending tasks across Leads, Prospects and Contacts.
Filters
Is it possible to filter by type of industry when working with leads?
Adding an Open Sales order view
Currently I manage only sales up to the Sales Order stage. I do not use Zoho fir any invoicing purposes, we have a department for that. And they have no intention of changing how they do things anytime soon. So under the Sales Orders Module you have two options: All Sales Orders and My Sales Orders. Is there a way to add another option called Open Sales Orders. This way I can view only those orders that our company has not finished and delivered or shipped. Currently I can only view all of them.
Not enough storage to send attachments?
When trying to send emails with attachments now is says I have used up all the storage space? Thought it was maybe for the day... havent been able to send an email with an attachment in a few days? Can anyone help with this?
Converted Lead --> Lead Name Drill Down error
From the Converted Lead report when I click on the "Lead Name" drills down Zoho loads a tab and tells me "Please Wait" and does not return a page. I can manually type in the Lead Name to get to the contact but this drill down doesn't seem to be working.
attachments wont load into lead/contact
while in a contact or lead I used to be able to attach a document from Google Docs which related to that contact. I can see and select the document I want, but it does not load after clicking OK
Add more products in CRM
Esteemed ZOHO Corporation, I send you my list of problems: know how to add 2 or more products at once to my quote or invoice; add 2 or more products at once from the list or search for products; to know how to add an aggregate field in the search tab of the products (image attached) reorder / drag products added in a quote or invoice Thanks, Pasquale Bondanese
Restrict viewing other user's data
I would like to be able to restrict viewing other user's leads on certain users. What would be the best way to accomplish this? Thanks, Ron
Ho to hide some type of Potential
Hi, I have proffessional licence and use successfully ZOHO for my needs. Currently I want to hire one employee. So I bought second proffessional licence for him. I want to hide my personal Potentials in ZOHO to my employee and it turned out that in this case I should to buy Enterprise edition. I'm little disapointed because I'm not even middle company and I don't want to use all enterprice stuff. I need only to hide some type of Potentials and i thought that it will be possible in Professional licence.
Can we automate assigning territories to Contacts who do not have Accounts?
Our clients are primarily individuals and most do not have a company or Account associated with them. We would like to automatically assign territories to them based on their country of residence, but the rules seem only to work for Accounts. Is is possible to automatically assign territories to Contacts who do not have Accounts associated with them? Thanks, IICT
Outlook 2013 32-Bit / Win 8.1 64-Bit - inactive Add-In
Hi Everybody! I have a very annoying issue with the Zoho-CRM PlugIn for MS Outlook - I cannot seem to get it to work at all... My configuration is: Outlook 2013 (32-Bit) under Win 8.1 (64-Bit) I tried to follow the instructions for the installation very carefully - downloading the proper plugin: "MS Outlook 2010 & 2013 32 Bit", running it as Administrator; In the installation dialogue I tried "for everyone" and also - after deinstalling it and reinstalling again I tried "for just me". I repeated
Leads Back Button
Hi, I've been using Zoho for quite a while now and I must say it really helps me be on top of all my leads. However, one small thing that really annoys me that I think could be fixed easily. Whenever I go through my leads and click into them, then click the back button it takes me to the top of the page rather that the place I was up to. I then have to scroll down again and look for where I was up to. I hope this could be resolved. Thanks in advance, Sal
Fiche produit
Peut-on créer des fiches produits sur ZOHOCRM?
Outlook add on
Whenever I email a lead and I ask the add on to add the email to ZOHO it creates a new contact. If I delete that contact then add the email again it puts it in the lead where it should be. Anyone else have this issue?
Send notification email to users who are following a potential?
How do i send automatic notification email to users who are following a potential / contact whenever I attach a new document or add a new note to the record?
Emailing Leads directly into Zoho?
Is it possible to email leads directly into Zoho? I have a service that emails me a specific set of fields regarding leads and I would like to send into Zoho directly rather than copying into a spreadsheet and then importing (I imagine i can figure out importing Leads). Any help would be greatly appreciated! (& of course there are a number of custom fields I want to use regarding the lead..... Thanks! Tom
Automate "Zoho CRM" Invoice to PDF and Mail Invoice from API (PHP server side)
This relates to Zoho CRM and not Zoho Invoice or other add-on's. I can create a new invoice for a Zoho Account/Contact from the website PHP using the API. How can I 1. [More Options] > "Export to PDF" and 2. [More Options] > "Send Mail" from the API to do these funtions from my website php? ie. for example (simplified form) // Create the invoice $my_new_invoice_id = $zoho->insertRecord(....invoice record....) // Create the pdf www.zoho.crm/something/CreatePDF?invoiceid=$my_new_invoice_id //
Search view and contacts names. Screenshot attached
Problem: When you run a search for a contact the actual link to direct you to the contact is all the way over on the far right. This is different that when you search for say an account. The account name is a link on the left. Clarification: Since you can't reorder the fields in the search view it seems this is an issue that can't be resolved. "Full Name" is displayed all the way over on the right instead of over on the left. You would think since you search by a contacts name it would be on
Trying to send emails with an attachment
I cant send anymore emails with attachments it says I have used up my Attachment storage? Is there a way to get that switched to allow me to send with attachments?
outlook contacts showing up as leads
I am not sure how to best use the Outlook Plug in. I was hoping that emails to/from zoho leads & contacts would appear as activity in Zoho. So far that has not happened. The only thing that has happened is folks from my Outlook are displaying as leads (not my goal). Any advise or guidance is VERY WELCOME HERE. Thanks!
Is there a way to track how long a potential has been in a specific Production Status?
I'm fairly new to using ZohoCRM. In the Potential details, I can change the Production Status as the potential moves along its lifecycle. I'm looking for a way to track how long the potential stays in each of the Production Statuses as it goes from creation to being resolved. Any tips/guidance would be greatly appreciated. thanks
Data not shared on a new user
Hello, I just added a new user to our CRM and that new user is not able to see the data attached to our leads even if he has the same permissions as the other users. What is the problem ? Should I configure something differently? Thank you
How do I use other information from a look-up record?
Once I have identified a related record through a look-up field, ex for billing out a service whose price is based on 1) the square feet of the job, and 2) utilizing a specific formula which is priced per sq. foot. I have created the table that gathers the information for each job and I can use a look-up field to specify which formula should be used, but I would also like to have the price per square foot of the formula (which is in the formula's record) and then multiply that number by the square
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