Meet Now
Please advise if the " Meet Now" function is down. Thanks La Trina Clark @ latrina.clark@gmail.com
IPad permissions with professional account
Hi, I have a subscription for the professional account and have downloaded the iPad app. It looks nice, but everything I try to do, I get the message "you do not have permission to add a record in this module". Is the iPad app for basic viewing only or can I edit records and add calls, etc.? Please tell me how to do this. Thanks -Paige
Setting up a Work flow Trigger?
Hi, I'm trying to set up a work flow trigger, so that when I've converted my lead into a potential, and then change the status to 'quote given' it then sets an automatic reminder in my tasks to then follow that potential up after X amount of days.
Adding a call back time
Hi, All I want to do is go to a lead and add a call back time and reminder i.e. "Today at 13:45". And at 13:40 (for example) it pops up a reminder. If the prospect is not in I can just make a note and duplicate the entry changing the time to say "15:30". When I go to the lead and add 'new task' it only gave me a date i.e. not a time. Zoho customer service phoned me on another matter and when I asked the question they said I had to switch to the 15 day trial to see this. This I have done but there
Attach a Document
Hi Support, When a user adds a new lead, contact, account how do i ask them to upload a document? For example, we have to keep copies of insurance policies for every account. How does a user upload this when adding an account? Andrew.
exporting a CSV file of all accounts
Anyone know if this can be done? I am trying to export all my accounts into a mapping software
Event/seminar tracking with attendees within CRM?
We provide CPR classes/seminars to our clients, both in house to the public, and on site to corporations. I wanted to use Zoho CRM to keep track of each class provided to all of our clients, but not sure the best way. A class should be associated with a contact and an account, this way if we search a contact name, any class they took will appear, and the same would go for an account. Each class will have attendees attached to it, with custom fields. We want to be able to send emails to all attendees,
Calls module - change defaults
In the Calls module, the default is Inbound and not Outbound. Can that be changed? We make 99% Outbound calls so its a lot of extra clicks across our sales team for just that one field.
Zoho CRM via Mandrill
Hello. Is there a way to integrate Zoho CRM with Mandrill, for sending CRM emails - especially CRM mass mails - through their transactional service? (mandrillapp.com). Mandrill gives you custom smtp to send via, but I can't find a place to change those credentials.
Using CRM to BUY Products from Potentials ....put your thinking caps on! need your help
We use ZoHo CRM in a way that makes standard functionality a problem when we want to move past potential. The issue: Seems ZoHo CRM is created for SELLING products or services Our company gets leads, turns them into potential to BUY products from VENDORS. Because we BUY products from our leads/potentials, we do NOT have functionality to link and connect the PURCHASE ORDER and VENDOR modules to the POTENTIAL. *Note - We need functionality of products module or customized solution outside of this
please add a filter in the CRM that shows how many times a NOTE has been added to a lead.
Please add a filter to LEADS that shows how many times a rep has made notes on a LEAD. Thanks, Tyson
TIME ZONE filter to CRM leads
Please add a time zone for LEADS,..and please add a filter so they can sort by time zone or sort by EST, then CST, then MST, PST. because EST is +2 hours of my location, CST is +1 my time, and MST is our time and PST is -1 our time and we can't call clients past 9pm their time,...so it would be leads sorted by time zone.
How to determine the source of the Web To Lead form
We have generated two Web to Lead forms. One is for scheduling product demos and another is for requesting an account on our service. We are a small company and all leads are assigned to one lead owner at the moment. When I click Approve Leads, I see a list of all the leads and there doesn't seem to be a way to differentiate the source form from where the lead details were submitted. Is there any feature that helps sort these leads based on source of lead data submission?
setting zoho crm
Hi i have some difficultes to setting zoho crm i have a company that work and offer guide tourist now the problem is that we have principally private client and when we have a contact with a company (account) the potential is a person and not a product. now what is the best practice to organize this? I have also an integration to zoho invoice to work for quotes and invoices. Someone can help me to find a solution? thank you
IF function
is it possible to have an if statement do something if the Boolean is true and do nothing if false e.g. IF(a>b,<enter data into cell>,<leave cell as it is>) Thanks
Channel Management in ZOHO CRM
Could I have elaboration on how I can utilize ZOHO CRM to manage my channel partners from different countries?
Creating an Event, auto-populate account address to the venue field?
When creating events for an account or a contact is it possible to automatically populate the Venue field. The venue field is in the "more fields" section of the popup you get when creating an event
Webhook with Related To Module
Hi, I wanted to see if there's a way to receive the module for the "Related To" parameter in a webhook. Related To currently gives me an ID, which is isn't totally useful because I don't know what module that ID belongs to, so I can't generate an API url, because I don't know if it's a lead or account or something else. When I access the parent ID, Related To also gives the field SEMODULE, which is what I need. Just wondering if I can expose that in a webhook any way. Thanks!
Multiple contacts/lead
Hello all I am feeling a little puzzled about how best to handle a sales activity tracking issue. I am cold calling leads for appointments. My appointments must include owner/decision-maker Some of my leads are the key decision maker and owner of the lead company that I am hoping to meet with. In other cases I am speaking with an office manager who is not the owner or key decision maker. What do you folks recommend about the best way to handle data for a lead like this? I am reluctant to create
Logging GMail messages
Hi, I added Zoho CRM to my Google Apps account to try things out. I don't see any ability to just log an email with a contact in the GMail interface and no gadget seems to provide this functionality. The best I can find is the POP set up, which even then, I'm not sure what it does. I have 3 years worth of email and the POP sync is still running after 4 days. In the meanwhile, I can't seem to associate any emails with any contacts I've established recently. Plus, I'm really not comfortable with
Create a Form
Hi Support, How do i create a form which can be embedded in zoho sites, which allows a users to enter their details and then will create a new account in Zoho. Andrew
API
I Want To integrate Zoho CRM API with a call Centre Solution ,is this Possible?
View by customized field in Lead Information section
I created a field called Contact Type in the Lead Information type and it differentiates our leads in a helpful way. How can I view by this field? For example, one of our types is "architect" and I'd like to pull up a list of just our architects. Thanks!
Customization - Work Around Needed
We are an enterprise customer and are really struggling with not having the following abilities: 1. We need all users to be able see an account listing without seeing full details. 2. We need any new leads to be cross checked in our entire system for duplicates prior to turning into an opportunity so that we can prevent multiple people from working the same lead. 3. We really need some shared calendars with permissions. I have written in the forum before, but no one ever responds. Can someone
Mailing Labels
HI there. Will be nice if you can allow us to edit the mailing label in such a way that we can have the city name to the right of the city code. Not all countries encourage ONE line for ZIP CODE. Like Malaysia prefers ZIP CODE + TOWN in the same line. simheswara
Feature Request - Bcc Dropbox
When sending an email message to multiple recipients Bcc Dropbox appends that message to the Zoho CRM Lead / Contact record of the first recipient in the To: field only. I would like to request an enhancement so that the message is appended to the corresponding record of EVERY recipient in the To: field. It is common to send email messages to multiple people within an organisation. You want that message captured within the Lead / Contact records for each recipient. This would be a valuable enhancement
Integrating Zoho CRM with Google contacts.. how to?
http://www.batchblue.com/screencasts.html#google-video how easy would this be for Zoho to implement?
How to add options to drop down?
I wan to add a additional option of renewals to my drop down for "Types" under Potentials. Basically want to know how do i edit the options i get on my dropdown?
Share your sales followup tracks!
We have quite a few leads that come in to our sales reps. So, John Smith gets just the right amount of leads per day. Say he gets 50 of them, and he reached out to 40 of them. Out of the 40, he got hold of 15 prospects. What about the next 35? How does John Smith keep track of getting in touch with these 35 the next day when he has another new 50 leads to handle? Eventually, he might forget about these leads that he got hold of only once (and zero times for the other 35 leads). Share your processes
what is red arrow?
After I add potential to contact, a red arrow shows up next to Notes For This Contact. I hit refresh page on browser then it disappears. Whats up with the red arrow?
How to set up a work flow trigger?
Hi, I'm trying to set up an automated task for when i change my leads into potentials? When i change the status of the potential into 'Quote given' I want an automated task to happen to set a reminder for me to follow that potential up. How do I do this??
New Standard User Unable to See Content of Leads
Hi All, We have created a new standard user. He is able to see the leads of everyone else but when he clicks on any lead, no content is displayed apart from the customer name, tel and email address. What have I missed?
Adding Product to Quote
I am having a problem adding product to the quote sheet. That area is grey and when I click on the box to the right it will give a list of products but will not insert the product.
New Google Auth 2.0 Method causes the Marketplace App to no longer appear in gmail
Can I get a clear definition of how the new OAuth 2.0 is supposed to be setup. I am pretty sure everything is done correctly in my Google Admin C Panel. Thanks, Jayson
Configuration Zoho phoneBridge
Can we use Zoho PhoneBridge with Elastix 2.4.0 ?
Zoho CRM Custom Function has problem in Email
Recently zoho CRM added feature to write your own custom functions, it gives the developer more flexibility in customization. However I found that when I drag the Email function to the script area, it pops up Javascript alert saying undefined twice. Not just that, If am going to insert a variable from the deluge script inside the content area and click on the done button, it pops up the same alert again and nothing happens (the Email box remains open). Due to this I can't use the Email function at
How can I monitor and/or track when users are logging into ZoHo CRM
I'd like to be able to verify whether users are actually logging into ZoHo CRM
Syncing customized Zoho with mobile
I spend 50%+ of my time in the field and don't wish to drag my laptop around construction sites. Is it possible to sync customized fields with the mobile app?
Using Zoho Mail aliases as Zoho CRM usernames
Hi, we currently use Zoho CRM and are evaluating the integration between Zoho Mail (free) and Zoho CRM (professional), before we move from our existing email provider. I have set up a test Mail and CRM account with one of our spare domains, which I refer to as: domain.com In Mail I have added a mailbox, which I refer to as: businessteam@domain.com I have then added aliases to that mailbox, for individuals in the company: name1@domain.com, name2@domain.com, name3@domain.com In CRM there is
I can't log in the app
Dear Team, I can't log in to app, I recive the following message "Sorry we are unable to process your request. Contact support(at)zohogadgets(dot)com for further support." regards, Pablo
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