Form integration with Facebook Welcome Page App w/Woobox
I am trying to integrate the Lead form into a Facebook Welcome Page app through WooBox. I can get the form to post and edit the fields/design, but the Submit button does not populate my Zoho lead list. Please advise.
Mesage from Zoho CRM - automatically close account within 15 days??
Do you know something about this message? I use my Zoho CRM account at least once a month. Do you close the account automatically? ............................ Hello! Hope you're doing well. It seems to have been a while since you used your Zoho CRM account. We hope you'll check back in to discover how your sales team can close more deals in less time. Please log in to https://crm.zoho.com/, to continue growing your business. Just to remind you, your Zoho CRM address is XXXX If you do not wish to
Lead Photo
Since you can associate a lead with a LinkedIn account, it would be ideal if there is no photo on the lead - that the CRM will automatically add the photo from LinkedIn or Facebook.
Syncing zoho with campaign monitor
Hi, I'm looking to sync Zoho with Campaign Monitor using Kloud Connector. So far I have set up a campaign in zoho and sync it up so that campaign is now showing in campaign monitor. What I would like to do now is sync all my leads, potentials and contacts with that campaign. So I have access to ALL my data in Campaign Monitor. I can currently only see a way to import contacts manually up to 100 at a time. Or upload .csv files. Thanks, Mark
Importing Leads without Last Name
We have a list of companies that we would like to contact, but currently we do not have a person at the company. Zoho won't allow us to import when Last Name is missing. Should we import these under Company instead? or should we fill in the Last Name field with "Unknown" or similar? Thanks!
I would like to end the trial period immediately and just get the free features?
I am setting up Zoho for a non profit organisation and am happy with 3 users and the free version features. However, I want to make sure I don't use any sections (tabs) or features only available to paying users. Is there any way to end the 14 day trial so the additional features are removed, leaving me with just the free features available?
Product images for pricebook and quotes
Hello, I am just setting up Zoho for my small company and many of the unique features offered are truly excellent! However I cannot find a way to attach a product image to a product code in the pricebook or product list so that it automatically includes it when a quote is prepared. Surely this is a basic function that many customers would require? It is seriously the only lack, if Zoho could attach a thumbnail type image for each product selected on a proposal or quote it would make the system
Seeking: Telephony integration options for Z CRM
We are a Zoho CRM reseller and are looking for a telephony integration for a customer small site in New Zealand. They have two users in their call centre and currently use Skype dialling from Zoho CRM. The problem is, however, that as soon as they start
How to configure SAML SSO with Zoho CRM Enterprise Trial?
Hi, Please can someone guide on how one can configure SAML SSO with ZohoCRM Enterprise Trial instance. We have an Enterprise Trial instance of ZohoCRM and would like to validate SAML SSO with our Identity Provider. Regards.
Your World Clock Listing of place names and sort order Sucks
No offense, but the Selection Dialog Box for the World Clock setting sucks. It is NOT alphabetically sorted by Country/Region/City. It appears to be sorted by Time Zones, but it appears to use some not so common terms for City/State Names. You may wish to look at how the majority of World Time Clock Listings, Web Sites, and International Standards to see what Country/Continent/Region/State/City Names are used and redo your very confusing list. It looks like your List is sorted by GMT +/- Time Zone
Contact fields no longer returning.
We use the api to sync contacts and lead with an external application, but in the last week or so, fields that we rely on are no longer being returned in the API call. What's changed, and how do we get it back?
Developing a lead input app for ipad
Who out there has developed an ipad app for gathering lead information at a show/exhibition? Where the punter inputs their own details at the show. Thanks Wayno +6421331660 New Zealand
Zoho Plug-In for Outlook
I downloaded the Zoho CRM plugin for outlook, and it is not active. I cannot seem to get it to actually funtion. Help?
Setting up SAML SSO to Zoho.
Hi, We recently started an Enterprise Trial for ZohoCRM. One of the things we would like to validate if SAML SSO from our Identity Provider. I had a look at the following link [https://onelogin.zendesk.com/entries/237864-Configuring-SAML-for-Zoho]. However, I am unable to locate the SAML SSO settings page after logging into ZohoCRM as administrator. I did not find any "Control Panel" option in Zoho CRM UI. Please can you help guide me to the SAML SSO settings page. Regards, Eca Connector.
Show summary of all activities for a specific lead by lead owner?
Show summary of all activities for a specific lead by lead owner. Want to know how many times and when the lead owner contacted, called, emailed or otherwise made contact with a lead/prospect. Over a specified time period/week or month etc. Seems like this should be obvious.
importing and duplicating repeatedly - URGENT
I'm importing several lists of leads and have started with the shortest one which is about 50 names. I am assigning the leads to one of three people in rotation using their email address as indicated in the notes. When I complete the import - the first three records are the only ones that show up and they show up repeatedly for a total of 51 records!! I need to complete this today as people are waiting - I sent two emails to support but don't know where they went because I can't find them. Hoping
Need A Zoho Manager
I own a business. I like Zoho CRM, Project etc I dont have time to manage, integrate,creator,invoice etc. Need and expert who is interested in assisting on demand. thx Charles
field that is not mandatory still require data
Hi In both Leads and Cases modules, fields that is not mandatory still requires data before saving. In cases, if not the email is filled, there is a popup with message that it had to be data, and in the leads module, Webbsite are required. I have looked in the layout in settings, and this are not mandatory! How can I get rid of these popups? BR David
How to create custom fields in Free Trial version
Hey, I am creating and customizing new Zoho CRM account for one of my clients, I do not see buttons on Layouts Customization page as it is in my other Zoho CRM account.
CRM to Project integration
If I want to set up a trigger from the CRM system to create a project when a certain field is filled, can I only do this through custom functions? If so, do all users need to have the Enterprise license?
CRM integration with Zoho mail and Cal
I there a way to integrate the Zoho mail Calendar with CRM. I am trying to sync to a google Calendar 2 ways and it seems it is not working as described. I can create items in CRM that will be synced to Zoho Calendar, but I am unable to create in google that will sync into the CRM. I have the ability to add different Calendars as ical format into Google, that at least shows the calendar. As for 2 way sync from Google or Zoho Mail calendar I have had no luck. Any one else had any luck? If I am
Cannot Find Zoho Mail Add-On in my Apps & Add-Ons section
Need a little help because I Cannot Find Zoho Mail Add-On in my Apps & Add-Ons section... Please look at screenshot attached... my e-mail is: info@thegreensideagency.com
Required Fields - Potentials
Hello I'd like to remove the "required" status on our Potentials area (Closing Date). The system won;t allow it but it must be possible. Please advise. Thanks dsmacdonald
I am missing the Amount field for Potentials. Help !
I've looked everywhere. I've tried everything. All the documentation says that there is a field called Amount that you enter the Amount of the potential into. I however do not have access to this field. It is simply not there when I convert a lead to a Potential or when I add a new potential. Therefore the Expected Revenue from a close remains at Zero. Does thins sound familiar to anyone? Please have mercy on me and offer a suggestion. Check out the attachment if you don;t believe me. :-) Thank you
Where in Zoho CRM option that allow me to set reoccurring reminder if customer was not contacted let say for last 7 days?
Thanks
Starting with Zoho CRM
I would like to understand how to use Zoho CRM in efficient way. 1. I'm using my company imap gmail account (mail@xyz.com) as a primary mail provider. What are the option of integrating Zoho with Gmail so every communication is nicely tracked by Zoho and available for review under customer profile? 2. Can I add formatted signature (custom font, color, company logo, disclaimer) into Zoho mail? 3. I have a big client list to whom I routinely send informational emails (same email to everybody, name
Should CRM USERS also be in the CRM as CONTACTS?
what is the best practice? should I set up an Account Record for my own company, and then set up the users (employees) as Contacts under that company? or, should i not set them up as Contacts and not set up the Account for our own Company? please advise. Thanks, Scott
How to associate a contact with an account
I've got a colleage who imported a heap of her contacts and FAILED to include Account information. Can I retrospectively associate each contact with an Account? If so, how?
Where are the settings in Zoho CRM I can set so if customer was not contacted let say for 10 days?
Thank you, YP
Get Your Zoho CRM Quote/Sales Order/Invoice/Purchase Order Designed with Header and Footer
If you are challenged to get your Zoho CRM Quote (or Sales Order/Invoice/Purchase Order) designed with Header and Footer, then look no further. We can help you get this designed. You can even put a Page Number in every page Please send us a private mail at arnab@glionconsulting.com to get this done at an affordable fee. PS: Please find attached a sample Quote Template (Generated from Zoho CRM) with Header, Footer and Page No. Thanks & Best Regards, Arnab Bandyopadhyay GoldenLion Consulting Services
Webinars for Australian users
Just wondering if all the webinars are based on US time or can Australian users watch a recorded version of all webinars at AEST (Australian Eastern Standard Time)?? Have no idea how to use this tool and need to get started with setting our CRM up. Thanks
google apps gmail in zoho crm not working
I am not able to see the Google Apps Gmail in my Zoho CRM account. I am only able to configure calendar and contacts. Is there a step that I am missing? I have enabled Google Apps. I also logged into Zoho CRM using my google apps login. I do see the Zoho CRM Search form on the bottom of my emails when using the Google Apps gmail account. Many thanks- Richard
Using opportunity/product information to filter related leads/contacts
Sorry if this has been asked before but I haven't found anything specific. I'm doing my initial experiments with Zoho CRM and I'm trying to filter leads and contacts for mass mailing, using data from opportunities or products. Examples: -I want to send an email to all contacts that have purchased a certain product. -I want to send an email to all contacts that have an open opportunity fulfiling certain criteria. -I want to send an email to all invites in an event. Is there any way to do this? Leads
Customise Reports
Hi, Is there a way of creating a report in CRM that list all potentials for each client individually, so there is a separate page for each client listing their potentials including fields of my choosing from that module. Can I also change the look of a report?
Transfer leads
how to I transfer my leads from an old zoho account to a new one? Is there an easy way to do so?
How to better identify Tasks resulting from a Workflow trigger
Currently, I have the following configuration: A user creates a Case related to an Account I have a Custom Field (Assigned To) to record to which business unit the Case is assigned On Save, Workflow generates a Task with a Subject of "Respond to Task Assigned to [Business Unit]" (there is a workflow for each BU) The User who is the lead of the Business Unit gets the task, but has to open the Task, then clic on the Case to find out to which account the underlying Case relates My need: I do not want
Product description data on Quote entry screen?
Can the description field from the Products be displayed on the Quote entry screen next to or below the Product Part Number?
How do I view my leads/contacts alphebetically by last name?
For some reason, I can't find how to change it to alphabetically view by last name. It keeps coming up by first name.
Changing a User's Email Address
An employee of mine has left and we've hired someone to take her place. How can I change the old user's email address to the new user's email address? I've read that I can deactivate the old user, but I'd like all her leads and accounts to be transferred as well. Look forward to your reply.
Feature Request: Under Themes, Select Custom Tabs just for the Individual User
In my position, I don't need all the tabs that were created for the whole company. I actually only need like, 4 of them. And the 2 tabs that I use the most, are always in the "more" tab, and never stays on the main menu bar. Since I don't use all the other tabs that my team members use, it would be nice to be able to select just the tabs I need in the Main Menu bar so that I can work more efficiently. having to constantly search for my main tabs in the "More" section starts to get frustrating at
Next Page