Increase Limit on number of active workflows
We would like to be able to create and activate more workflows than the number currently supported in Zoho which is capped at 30. This enhancement would benefit enterprise customers who need more automation and could potentially generate additional revenue for Zoho as a value-added feature.
Meaning of potentials stages and purporse
What is the Potentials purpose, once a lead is converted a new account and contact is created too? When I need to change a potential stage? Last, what is the meaning of the "Value Proposition" stage?
Zoho CRM Social Tab Facebook not updating again
UPDATE: This is NOT SOLVED yet HI I posted about this same problem in this post: https://help.zoho.com/portal/en/community/topic/zoho-crm-social-tab-and-zoho-social-issues-and-disappointment That time I ended up deleting my facebook from Zoho CRM Social Tab, and then I added it again. And it "magically" updated everything correctly. The same problem is happening again but if I am going to have to keep removing and adding the facebook page profile every month, then I believe the problem is with YOUR
Default Date field on a web form
Hi, I have a hidden field on a form which is a date field, I want the field to default to the date the form is submitted. This isn't a build in function so I have created a rule that should set the field when the record is created but this doesn't work (only works for UI created records) I have seen some share a script to add into the HTML code but this too doesn't work (see below) <script> var ct = new Date(); var curmonth = ct.getMonth() + 1 var curday = ct.getDate() var curyear = ct.getFullYear()
Workflow across modules
I would like to generate an e-mail when a Prospect becomes a client for for the first time. Our internal finance department needs to set up a new client on our billing system when this happens, and I want to be able to e-mail them all of the information we've gathered about the Account, associated Contacts and the Opportunity while in the business development phase. The logic would be fairly simple: When Opportunity Stage is Win for the first time AND Account IS NOT "Client" OR "Former Client"...
Add Existing Contacts to Campaign - Account name
Hi In the add existing contacts to a campaign - is it possible to add in 'Account name' in the view? We have a mailing list for journalists - but might only want to target specific publications - so will need the name of the Account to check that we are including the right journalists ie. email account name johhy.smith@abcmediagroup.com ABC Media Group - Motor Car Magazine pam.jones@abcmediagroup.com ABC Media Group - Rabbit Monthly
General Sinc problem
Hello I'm new here and work for now with the free version. I put all the info on PC like new prospects, contacts, phones call etc.... and when I take my tablet or phone I dont see any changes or upgrades. I't look empty I'm connected with the same user and pass.... When I done it on the phone, It was upgraded instantly What I do wrong from the PC? Thank you Mario
Many accounts for one potential
Is it possible to fix many accounts to an only potential?
Free version Embed options
I am using the trial/soon to be free version of Zoho CRM, on the webworm embed options I only have source code? I was hoping to embed into wordpress and everything I read says this should be an option? Am I missing something?
Add Contacts to Campaign Based on Products the Account Owns
Am I able to add contacts to a CRM Campaign based on the products that the Account owns?
Replicate Opportunities
Hi, I have an opportunity that I wish to replicate and automate over twelve months of the year, is there any way to automate it over twelve or do I need to clone it each month manually?
availability of zoho CRM adviser in pune
We wish to talk to ZOHO CRM adviser in Pune for configure the CRM to our needs
Workflow not sending emails
I put on my website a "new lead" form and additionally I configured a workflow to send a "thankyou" email when a new lead comes from website and the rule should be applied only when a lead is created and not edited. But in my case, I set in config to aprove each lead before, in order to avoid spammers. The problem is that the email has not been sent and I have no idea why. So, my point is: when a lead needs to be approved, is it considered as a new lead from the "workflow view"? Can we apply a rule
Saving Emails
I would like to be able to choose what emails get saved under my contacts instead of every email with their address being pulled. Is this an option?
How to use Zoho CRM to store our new webpage registered users automatically
We have a webpage and new users might signup to the service. How can we use Zoho store the user's info to Leads automatically when a new user has been created?
How our company should use Zoho (B2B)
I am a sales rep at a company that has recently invested in Zoho. We are trying to figure out from a broad level how to use the software. Our company sells to school districts. We have a database of every school district in the United States that we would like to upload into Zoho. Our sales reps will then gather information about the districts in their territories and maintain that information in Zoho as they sell within their territories. We would like to use Zoho to manage our sales pipelines.
Email sent from CRM contact -mass email
I sent mass email from contact is Zoho CRM. After sent their are not in filed in contact file. I have the text No records found. What to do? Where i can see the sent email?
Can receive e-mails/gmails but cannot send mails as coming from my company account
Hi, I cannot send emails through Zoho CRM using my company address as the "from" address (thus not a Zoho email address). When tried I get the following code: Error while processing the request! Unable to connect SMTP server:smtp.gmail.com Reason:Authentication failed:535-5.7.8 Username and Password not accepted. Learn more at 535 5.7.8 http://support.google.com/mail/bin/answer.py?answer=14257 fs1sm1094018pdb.16 - gsmtp However the user name and password I use are definitely correct (e.g. Zoho CRM
Attach a zoho document to customer on zohoCRM
I have tried to attach a zoho document in an enterprise contact on zoho CRM but not is possible. I only can attach from desktop. Can I do this?
Formulae field
Is it possible to set a formulae field to set to the date a checkbox is checked? i.e. Checkbox A gets checked and set Field A to todays date? I had a workflow rule doing this but now I am on the free version I can't set more than 1 workflow to be active.
Parent Account Sort
Is there a way for me to create a view where I see only the parent accounts?
Approved Date
Is it possible to expose the date a webform submitted record gets approved? I had a workflow doing this but now I am on the free version I can't run more then 1 workflow!!
405 Not Allowed when subscribing new account
Hello, I am trying to create a new account by using the form bellow and I am getting 405 Not Allowed error. https://www.zoho.com/crm/lp/signup1.html?edition=free1
User permissions in the free version (for up to 5 users)
Hi. I'm trying to understand the CRM before we decide to buy. I've created 4 users and currently they're able to view each others' data. Can this be changed to allowing users to only read their own data? Thanks in advance!
Moving between free and paid CRM versions
Hi all, what happens with functionality available for paid users when moving back to free edition? For example, I want to create new fields in modules - which I can do as a paid version user. But in the case I downgrade to free edition, will the previously added fields disappear? Same about roles that can be more than two in paid version. What will happen when downgrading while having already 4 different roles and profiles? Best regards, Pavel
How do I sort leads by type or description?
I want to sort leads on criteria other than contact name, company name, city etc. How do I sort using a custom field that I have added?
Best Practices for tracking client activities
We have individual contacts who attend our various trainings and events, and we'd like to be able to show the history of attendance on the client record. What's the best way to do this? We're not using Zoho CRM for event registration or anything, so would we create a bunch of events and then attach individual contacts to them? Could all of this be handled with an import of some kind? Curious about the workflow for others in similar positions.
How do I setup Zoho to start using for 3 users?
So far the company Zoho has not been easy to get in touch with. We are ready to get started and I haven't heard from anyone. There will be 3 users for the CRM software initially. Can someone help? Joe
Web forms are not working for my client
Hi, I am trying to convince a customer to get ZohoCRM and Campaigns and we are now in the trial period and I am having a problem with web forms. I created one against potential clients and is not working. You have the webform here: http://www.witcamp.com/contenido/psl-ara-lleida It works well and it does reply with the confirmation page but it does not register in their crm. Any ideas? thanks
How do I track services proposed?
I need to be able to track: 1) What services I am proposing to a potential client 2) How much work (variable monthly retainer or set number of hours depending on job) I am proposing for that particular service. Here's an example: If I am proposing a landscape job to someone I might quote them $XXX (hourly rate) for an 8 hour job. I might quote them a flat fee of $XXX for a job. I might quote them $XXX/month for an ongoing monthly service. How do i keep track of what I am proposing to each individual
How do I set up Zoho so that when I email an Account and BCC Zoho, that email is reflected in the Account's Zoho entry?
Thanks!
Display label for Pie Chart in Dashboard
Apologies if this has been answered before, but could not find it in the forum nor the help sections. Is there any way to display the value associated with each pie section on the Dashboard Pie Chart? Example: A pie called conversion rate with two sections: Won / Lost where Won is 75% and Lost 25%. Currently I have to hover the mouse over each section to see the value. Can I have it displayed directly? Thanks for the support
Pie Chart Issues
I had a pie chart on my dashboard and clicked Edit. I ended up not making any edits, but it changed my pie chart to a vertical bar and I am not able to change it back. When I get to the screen for Chart Type, pie chart is listed, but I can't click on any of the types. It is defaulted to vertical bar. How can I get my pie chart back?
Import contact error Tile should not contain more than 1500 rows
Good morning, My name is Sandrine, I delete all my contacts so I could import a better new list of contact and leads. In my CVS file are around 600 rows. But when I try to import it, I get this message: Crm.zoho.com says tile should not contain more than 1500 rows I clicked ok and nothing else have happened. I hope anyone could help me I would like to start cracking with this asap! Have a nice day! S
How to create repGroup and assign a repGroup to a lead based on available hours
Zoho CRM-Based on the Zip code I need to assign a group to the lead if that group has free available hours.I need to understand how can I create groups and allocate max hours of availability to the group per day and then check availability before I assign a group to the lead and then show it on the calendar. I looked at auto assignment rules but does not seem to solve the scenario.
can't delete auto number field
Hi, I have two issues: I added a custom auto number field and then deleted it. 1. Now I need to create an auto number custom field, but it won't let me saying i can only have one such field!?! But at the moment I have no auto number field as the previous one was deleted. Proof of that can be seen when I go to create a new contact, this field is not there. 2. I looked in the existing records & I see they still have the original auto number field I created. I really need to erase that data as well.
Zoho CRM Webhook 401 error
This webhook works perfectly fine when pasted into a web browser. https://AC1af9ce085a98c0c76a45edd07c68xxxx:65559b76ead7d2f03ba7cc341af8xxxx@api.twilio.com/2010-04-01/Accounts/AC1af9ce085a98c0c76a45edd07c68xxxx/Messages?Body=<BODY>&To=1443825xxxx&From=14438255xxxx The Zoho CRM Webhook reports a 401. I can give you the missing xxxx on request <TwilioResponse> <Messages end="0" firstpageuri="/2010-04-01/Accounts/AC1af9ce085a98c0c76a45edd07c68xxxx/Messages?Body=test&To=1443825xxxx&From=1443825xxxx&PageSize=50&Page=0"
Problems Pushing Data from CRM to Creator
1) My Zoho Creator app creates records in CRM and vice-a-versa. Creator uses zoho.crm.create() to add a record to CRM CRM uses a rule triggered by an edit with a web hook using a REST API call to add a record to Creator. 2) I'm trying to keep certain fields synchronized between CRM & Creator. 3) Updating records in CRM triggered by edits in Creator is no problem with zoho.crm.updateRecord() 4) Updating records in Creator triggered by edits in CRM is not working. I'm trying to do the data push from
Function to assigning Lead
Hello. I need your help. I need a function (with a button in Leads), that could select all leads on the first stage, take the oldest one and set current user (who clicked the button) as a responsible for this lead. I understand that it is possible to provide such function with custom functions, but I have never used Deluge and I need help. I'm totally understand the algorithm. I have to update field "Owner" (to current user) in the first record of selection (leads with definite stage) sorted by Creation
configure the system with expert help
Hello, We are currently using standard edition. However we are not able to effectively use the features and/or configure the system for desired out put. Is there any dedicated resource available for helping us setup the features?
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