Contact versus Lead
doltish newbie question I am sure but... I am not clear on the difference between a Lead and a Contact in Zoho CRM. For instance, speaking to a friend, I now want to send him a package of information on what we do (in the ultimate hope that he will either buy or spread the word to others) Is he a Lead or a Contact? Similarly, I am generating a list of Media people to whom I want to send promotional material (in the hopes they will write about it in their magazines). Should I enter them as Leads or
Customizing "Search Results" fields
I was able to customize the fields that appear on the layout of "End Users" tab. However, when searching for a specific name, the "Search Results" DO NOT reflect the customized fields. For example, I have the following fields in a customized layout: End Users Name MLS Short Name Classic User ID InstaView PK ID Email Mobile However, when I search a name in the CRM, the fields that appear are the following: Last Name Email Phone Full Name MLS Code Is there a way to customize the "Search Results" to
Mass emails not sending in Zoho CRM
When I send a mass email to some of my leads the page reloads but no emails are sent. Could someone please look into this? Thanks
How do you handle the <, >, or & chars in xml file before insert?
Hi: During inserting a lead, if my lead item data have <, >, or &, the error msg will show: xml not formatted. For example: <Tasks> <row no="1"> <FL val="SMOWNERID">2000000016714</FL> <FL val="Task Owner"><Scott@zohotest.com></FL> <FL val="Subject">Demo & Call</FL> <FL val="Due Date">11/23/2009</FL> <FL val="SEID">2000000018003</FL> <FL val="SEMODULE">Leads</FL> <FL val="Status">In Progress</FL> <FL val="Priority">Highest</FL> <FL val="Send Notification Email">false</FL> <FL val="Description">Sample
Webforms emails goes to Lead and not the assigned user
This issue started today. All my webforms suddenly started sending the lead (person who submitted the form) the response email instead of the assigned user. Anyone know what's going on?
Tracking and documenting business deals/potentials between two companies
Hello, I work for an organization that has beneficiaries (companies in developing countries which we come alongside) and help them find business and do business with western companies. My question is, is there a way using Zoho CRM that we can record activity between paired companies and track their business deals (as 'potentials' for example)?. I know that a CRM is usually used as a means of tracking and documenting activity between the user of the CRM and outside individual customers/companies.
Is Zoho CRM being pushed out of LinkedIn API's?
I just saw a twitter message from Nutshell CRM announcing that they are being forced to stop integration of API's with LI because "At this time, LinkedIn is not taking on new partners in the Sales category." Nutshell reports that only SalesForce and MS Dynamics CRM are official partners in the Sales Category of LinkedIn. If this is happening to ZohoCRM I would suggest that the users who use LI extensively bombard them with complaints and request continuation of the Zoho CRM relationship with LinkedIn.
LinkedIn Associations
I keep getting "Something is technically wrong" errors when I try to associate contacts to their LinkedIn profiles. It's been happening for more than a week. Anyone else experiencing this? Any timeline for resolving this?
Arranging the dashboard
I've made a dashboard in ZCRM with all the info we currently need but how do I arrange the charts? Right now they're set up in order of creation in the dashboard..
Emailing a contact into Zoho
Is it possible to email a contact into Zoho Contacts? I'm setting up a shopping cart for a client, and would like to connect the two to make it seamless and automated. Is this possible? The shopping cart is WP eStore (https://www.tipsandtricks-hq.com/wordpress-estore-plugin-complete-solution-to-sell-digital-products-from-your-wordpress-blog-securely-1059)
Updating Account Information via CSV Upload
Hello, We have thousands of accounts. For some of those accounts I have a CSV file with additional information that I would like to upload. How can I go about doing this? I would like my upload to add the information to existing accounts, rather than replacing or creating new accounts. Is that possible?
Deleting a task
How do I delete a task I have set up in activities?
Getting a potential name and stage in an account or contact view
When in a contact view, our sales people would like to send emails to some of their contacts according to the potential stage of the account these contacts are related to. The issue is that we cannot get the potential name or status in a lookup field in contact. We once had this feature developed through deluge script by creating potential and stage field in the contact but it is not working any more. Did anyone find a workaround to easily view contacts and potentials in the same view and send them
Having a flash and/or color info in a field for very important info
Sometimes I need to let my team know an important info entered by someone else in zoho CRM. I would need that this info "flash" or blink in the field, the best would be in red color for instance. This may happen for the field contain a specific value that has to be defined (or permanently if easier to develop with rule is that field is not empty). Could you think about it ?
Quotes not saving
New quotes are not saved after pressing save
ATTENTION !! Auto Number No longer Maps - Unbelieveable
I've just off the phone with Zoho. There have removed the ability to map an Auto Number field across the lead,contact,potential and Acoounts. So if you use a unique number generated from a lead, you can no longer carry this through to other modules. We generate many leads which have a unquie number which is their customer and invoice number. We convert about 60% in to contacts and potentials......and it is essential that the same number is carried through. I was told this changed yesterday because
Zoho CRM - Forms - Responsive
Is there any way to have the "Embed" or "Source" embed options be responsive when placed into a website?
Zoho CRM API insertRecord Invoice difficulties
I have spent a good deal of time trying to get insertRecord/Invoice to work through the Zoho CRM API without success. I have been able to make a number of other API transactions successfully, but the invoice insertion is not working. In pursuit of this, I have already: - Read the help pages thoroughly, including the API description, API examples, and field requirements for Accounts, Products, and Invoices. - Reviewed and followed other forum posts relating to invoice insertion. I understand that
Custom View Criteria To Show Current Month Data.
Hi, I need To Get records based on Multiple criteria. As Multiple criteria search is not Supported right now.SO I thought To create a Custom View with always Current Month Data.Suppose,So Custom View should only display THose records which are created in Current month always..But I saw Created Time has many criteria but has nothing to show current month data which is created during current month.Please suggest Me something to handle this situtaiton with custom view Thanks Rahul
what methodlogy does Zoho CRM use for implementation?
i am doing a project on Zoho CRM, i researched about it on web but i couldn't find it. can anyone please answer this.that'll be very helpful. thanks in advance.
Viewing emails from other uses for a particular Lead, Contact, or Opportunity
Within Zoho CRM, for each of our leads, contacts, and opportunities there is a section called Emails. In this section if you select from the drop-down a particular user from our organization, I (as an admin) can see the emails sent to/from that contact with our particular user. For some reason the list of users from our organization is less than the number of actual users and so I don't see everyone I'd like to in order to have visibility into the communications and customer interactions. Can
A-Z Links
Hi In the Lead view, leads can be sorted into alphabetical order by clicking on the header, however If I sort by Company then click on the A-Z link at the bottom of the page it just sorts via Lead Name rather than by Company. Surely is the current sort mode is by Company, the A-Z links should take me to the company name of that letter? Am I missing something? Regards Mark
Product Description not showing in Invoice (via CRM)
Hi, When I make an invoice from my CRM and manually put text into the box underneath the product, it shows as visible in Zoho, but disappears when converted into PDF. I believe my template needs to have a code that is not ${Product.Description} (or similar, that was from memory. Before the update it worked fine, however if I want text to appear here, I have to go into the product, add that specific text into the description and then select that product in the invoice - a little time consuming and
More detailed linking
We would like to be able to link stuff in a more meaningful way for our business. 1. Can we link Contacts to Multiple Accounts by any method? 2. As well as just Parent/Member account, can we do this same relationship in ohter ways like link a contact to multiple "groups" that they might belong to?
Report change in sales funnel
Would like to show how the sales funnel has changed each week, like say for example, how many deals have moved from 80% to 90% probability of sale...can this be done?
Why Can't I see what my colleagues leads?
I am 4 weeks in to try and get Zoho working properly. I can see all of my leads and contacts but cant see any of my colleagues. I am CEO administrator so I should have access to this? Can anyone advise?
How do I email to my lead list
I have create a email template for my leads list as created one but can not link my Leads list to my email template that I have created
Tracking what web pages a prospect visited
How do I track what web pages on my site a prospect (contact) visited?
Skype Click to call link, petition to remove!!
Zoho, Please remove your formatting on numbers in Zoho CRM. The Skype click to call formatting is preventing me from being able to call numbers from my computer(with google voice) and from my new android phone. Please keep in mind that some people do not want to use skype, for those who do, there are plenty browser add ons that will give them that functionality.
intergrating Zoho CRM with Excel
Hey, Maybe this question was already asked, but i didn't found it. i want to export my contacts to excel, but i need it to be a "live" excel For example, if a new contact was added to the crm, i want to open my Excel, press refresh on the data and then to see the new contact added to my Excel. with no need to export it again from the crm. I hope my question was clear enough. :-) Any advice? Thank you ivgi
Incoming mail not linking to contact
My incoming mail is not linking to the contact field in contacts of CRM. Is there anything I can check? its not a sharing thing as I am the only user
Leads App creates duplicate Account
When using the Leads App (iPhone or Android), a new Account record is created. That's great unless the Account already exists, in which case a duplicate Account is created. Seems like a bug to me. Love the app otherwise, but this is creating clutter. Best, Lindsay Garrison On the verge, incorporated Boston
NOTES NOT SAVING
Hi, This problem has come up multiple times across multiple computers. Notes are not saving onto account pages. Note content is written, then save is selected. The screen scrolls down as usual to show the top of the notes section, but the note is not there. The offending computers have been using Internet Explorer, so in the mean time I have told everyone to use Google Chrome. Thanks, Adam
contact list
in "contacts" can I input the company name so it will appear like it does in leads?
Dynamic picklists based on relationships between custom modules
Let's say I have 3 custom modules: ~ Landlords ~ Properties ~ Rooms On the rooms form, there is a lookup field for a property that associates a room with a property. On the properties form, there is a lookup field for a landlord that associates properties with landlords. Question: Is it possible to create a set of dynamic pick lists on a potential form that would meet the following requirements: There are three pick lists fields: Landlord, Property, Room. Room is dependent on Property and Property
Custom Homepage Creation
Hi, I am trying to create a custom homepage, but cant seem to be able to select any of the custom reports I have created..Is it me? Simon
Contacts in Zoho CRM link to google contacts
Can we sync the contacts to google contacts from zoho crm
Adding fields to approvals
Hi, I am getting the CRM to work how we need it to, however one thing I would like to work out is something on the approvals process. My sales team submit deals for approval with a checkbox on the potential tab. Then I get an email asking me to approve. however the approval screen and mail only shows the potential name and requester. Ideally I would like the approval screen to show some additional fields, such as total value and Margin (one is a custom field) Approvals doesnt show on the dropdown
Replace Deleted Section in Leads
Hi guys, I just want to replace the 'Activities' or "Open Activities" section i deleted from the Leads page. How do I do this?
Facebook Deprecates its APIs: Effect on Facebook Integration with Zoho CRM
Facebook has introduced a newer version of their APIs and is mandating developers to move to the new version. This has resulted in the deprecation of certain existing APIs, which have been used in Facebook integration with Zoho CRM. For further details about the new version of APIs and deprecation of existing APIs, click here. Due to this move, a few Facebook-based features will not be available in Zoho CRM with effect from December 15th, 2014. They are as follows: Social search in Zoho CRM will
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