disqualified / bad leads
I want to track my jobs that we did not win. Is there a process in place to track the bad leads yet not have them show up in the leads page.
Is there a way to make a custom module into a lead/potential/account?
Our company requires very different information for leads/potentials/accounts of our 2 main products, even the staff related to these 2 products are completely separate. I will call them product A and product B. Our idea was to create separate modules for product B's Leads/Potentials/Accounts that would function the same as the default ones with convert features and all the rest. Is there a way to change custom modules to function in that fashion?
Potential vs Quote
Can you tell me what the difference is between a potential and a quote? When would you use one over the other and why? Thank you! Holly
Skip duplicate records
We're testing to see as potential duplicates are removed client , if you are already registered in contacts and see that duplicates are not always removed , there are some criteria used to do ? is important for us to be removed duplicates
Skip duplicate records
Hi, We're testing to see as potential duplicates are removed client , if you are already registered in contacts and see that duplicates are not always removed , there are some criteria used to do ? is important for us to be removed duplicates
Can't import vcf
I'm trying to import vcf cards but I get an error message: Vcard dont have Mandatory field (Last name) I check the Vcard and the info is there.
How can I set up Zoho so that whenever a task is delegated, the recipient gets an email?
How can I set up Zoho so that whenever a task is delegated, the recipient automatically gets an email?
How do I see a list of recent notes against all my contacts?
Hello, Is it possible to show on a dashboard or in a report a list of recent notes left against contacts in chronological order? Any help would be a appreciated. Thanks Conor
Why does my import not work?
Where does it say the mandatory fields? Must I have something in every single field?
Using Account Type "Vendor" versus the Vendors tab.
All of our Accounts (vendors and customers) were imported in together. We then went through and marked the account type of all of these to "Vendor". After clicking and playing around a couple more days I've found the tab called Vendors that allows you to add vendors and then add contacts for that vendor. Why are there two options available to store vendors and is there a reason you would choose one over the other? Is there any good articles or resources you know of for best practice on setting
Trail version
I have signed up for Zoho CRM. The systems indicates that I have trial period of 15 days. I have heard that you can use Zoho CRM for free if you have < 2000 contacts. Is that correct? And what will happen after these 15 days? Kind regards,
Sales forecasting (and potential tracking) for products with recurring billing?
Our product varies in price, but when we close a new client we bill monthly 5-50K for twelve months and then we "close" them again for another annual contract... I'm a very new user to ZOHO CRM but am not seeing a way to create a financial forecast that accurately reflects our business model. I'm sure it's a simple fix - any ideas anyone? Thanks! Nathan Fisk Saligent, Inc.
inserting email addresses with .org in them-how?
The CRM doesn't recognize an e-mail address with a .org in it, rather than the conventional .com. How can I adjust the settings so it will?
ZOHO keeps changing the "potential owners" in Active Potentials custom reports
ZOHO is driving me crazy....a few days ago ZOHO would "reassign" the owner of "potentials" to other users in the custom reports section, rather than keeping the user who the custom report was queried to find. Why is the system changing this randomly across all users in no logical sequence and how can this be stopped? It literally started just a few days ago
Automatically associate emails with contacts from another email client
Is there a way to use GMAIL to send e-mails to our contacts and Zoho CRM to automatically associate them with the "Contact" entity? For instance, if I am working with a Potential and I send a FollowUp email to our contact "Jon", I want it to be listed under the contact details (emails section) in Zoho CRM but I still want to use GMAIL as my e-mail client. Thank you!!!
Potentials and multiple people
Some times multiple contacts should be related and have their emails in a potential. For example, there are multiple decision-makers in the client, with the discussion advancing from one to another over consecutive phases. In other cases, a potential may involve discussions with possible partners. The final agreement with the client may be reached or not depending on those discussions. So, emails to extra persons are a part of the sales process and should be related to the potential. I am told by
Link a contact to multiple lead sources
Hello, Is it possible to link a contact to multiple lead sources. The idea is to connect a client to our own company as wel as our sister company. Thanks for the information Anneleen
Adding the country code in phone numbers
Is it possible that the system enforces an entry mask how phone numbers should be entered. I.e. always need to start with the country code, etc. For example +44-xxxxx-xxxxx. Thanks
How to bring in note information under CASES available columns
I want to generate report on cases based on notes entered for the day. When i edit view only case information, description information and solution information are available
Integration with Google apps not working
When I'm using Gmail, and clicking the icon for Zoho contextual gadget it ells me that I don't have a Zoho account, and then redirects me to my Zoho CRM home page. I'm not sure if it's related but when I try to sign in via google, it gives me the following message: Oops! We are confused We found that your googleapps.zoho.com Email address has been changed and there are two different Zoho accounts exist with your previous (action@action-promo.com) and current email address(gloria@action-promo.com).
Print View Not Printing Filtered Records
This functionality used to work until about a week ago. What happened? These are the steps I take to print a specific custom, filtered list of contact records: - Go to my contact list (currently set to show 100 records per page) - Select my favourite custom view of the many I have created in the past - filter those records by my selected criteria (this causes my record count to drop from 100 to 2) - now I see the 2 records on my contact list that I'm interested in - I click the Print View button
Is the email server down?
Has anyone been having trouble sending or receiving email from Zoho CRM
Is their any way I can sort my events from the CRM calendar in the activities view by time instead of the default sorting which is by time the event was created?
Is their any way I can sort my events from the CRM calendar in the activities view by time instead of the default sorting which is by time the event was created? Anytime I go to the activities tab to check my activity for the day. It gives me a list of events that I have for the day but they're not sorted the with the time of the events, instead they're sorted by the time the events was created. Any solutions to this problem..
Any time an event is updated on ZohoCRM Calendar it sends multiple invites to the participants. How do I stop that from happening?
Any time an event is updated on ZohoCRM Calendar it sends multiple invites to the participants. How do I stop that from happening? This happens when I update a field on the event in the calendar after the meeting. When I update the contact status, or
CRM Notes change
Any ideas why Zoho have changed from "Notes" to " crm.note.content" this normally means they are planning a change in the not to distant future, I must say these constant changes which seem to be changes just for the sake of it are starting to get a bit annoying. A concerned Zoho user.
zoho CRM Integration with apple address book
Does zoho crm integrate one way or the other with my apple address book?? Now i have to maintain two contact lists...
Decimal digits in price book
Hi, I need more than two decimal position in price of pricebooks. In product module I can change that information on price unit, but how can I have the same for price of a price book? Thanks Kind Regrads Matteo Da Rù
How can I delete my CRM ZOHO account ?
I am the Super admin created it by mistake, please help.
Quickbooks for Zoho Professional Edition
Hi All, I am using Zoho Professional Edition but cannot find the QuickBooks add on app in the 'Apps & Add On's' folder where it says it should be. Also I see that there were many issues with other people setting this up and I am wondering if problems have been rectified before I start working on this. Best wishes, Conor
Export a picklist
Hi Can I export a pick list. I have a "City" custom field on my Account record which is a pick list. I want to export all distinct values of this list. Thanks
Custom Report Development
Hi, I need a few custom reports creating and some general work done on fields in our Zoho CRM leads and contacts areas. I have looked at a few of the partner sites but it wasn't clear who offers this service. Is anyone able to recommend a developer please. Many thanks.
Build an estimate from within potentials
I currently use CRM and Books. I'd like to be able to build an estimate from within a potential. The same as you can currently do within a contact or an account. The estimates we build are tied to only that particular potential. The initial information being collected to build an estimate is collected within the potentials module. Or is there already a way to do this that I'm just missing?
"Email Template" Now Missing "Product Description," "Qty," & "Price"
When the "Send Mail" area was updated yesterday, we lost the ability for an "Email Template" to display several things: Now it no longer displays: Qty Product Description Price It now only has the ability to use ${SalesOrders.Product Details}. Is there any way to get those to work again (Qty, Product Description, Price)?
Date Minus X number of days
I have leads that populate a custom field marked expiration date. I need to set up a report that will show all leads that are three days before this expiration date. I can bring up the expiration date in both standard and advanced filters but there are no options for 3 days before this date. I could use a between date filter but i would have to update that daily and that will not work. Are there any filters that will sort by a custom number of days? Or is there a way to filter by a date in a
Multiple problems with Zoho CRM, and useless Live Chat.
It appears that Zoho's mail servers are blocked by Google, so Gmail users don't receive my email. I have reported this, but I am continually asked to get my users to whitelist my IP. How on earth am I supposed to get every new customer of mine to do this; why is it my problem; and this won't solve it as Google themselves block it. Secondly, reports don't sum. I have tried to sum both integer and decimal custom fields but neither sum. I've tried to sum the default unit price in products. Also nothing.
Account Search not working
I have several accounts that have AT&T in the name. When I search for AT&T it does not return these accounts and returns hundreds of other that are unrelated to AT&T. It there a problem with the ampersand?
Task and process
Hi, Please could you help with this: I have to date labels: A. Date Label for a register date in an App B. Date Label for end of the course of the App The Course is a 45 days training App. I need: 1. Enter the register day manually (ok) 2. Change or add automatically the "date label for end of the course" (+45 days of the register) 3. Sent or create a task for the CRM User 4. Sent an email for the lead or contact register I´ve tried with task and others but I couldn't... Thank you
How do I remove "on behalf of" address in the From field?
I have authenticated my domain and it shows verified for both SPF and DKIM, I have also verified the sender address. Nevertheless, the test email I'm sending for the campaign arrive with "<zoho address> on behalf of <my address>" in the From field. Please advice what's the right way to avoid this. I want just my address to appear in the From line. I have the same problem for emails sent from CRM. If it makes a difference, we're for now using the free version. Thanks.
Avoid adding duplicate leads records
Hi I have duplicate leads under different lead owners. This is obviously no good so how can that be avoided? and cleaned up now? We are paying the $12 a month license for each user. Surely this is available to me? Is there some button to turn on? Thanks Stuart
More than one file type Photo
How to add more than one file type photo to contacts or leads? Documents won't do the job as the photo should be directly visible on viewing the record... also on Zoho CRM Mobile. Thanks for advice in customization. Must I use Zoho Creator as frontend?
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