Migrating data from Salesforce.com to Zoho CRM Enterprise
I would like to use Zoho CRM Enterprise. But I've got 6000 leads in my SFDC Enterprise account. What is the most effective way to pre-customize my Zoho CRM account? And no I can not afford consulting fees so I've got to do this myself. In theory there is a SFDC to Zoho CRM migration tool??? What works, and what gotchas do I need to keep my eye out for? TIA GaryE
Sort Leads by Location?
Is there a way to sort a batch of leads by location
Customized tabs
Hi, We are launching a new product and I would like to create a customized tab where I can put all new sign ups for this new product that come through our website. Any ideas? Thanks, Jason
How to change the setting
for beolw arrow, how to change 先生 to Mr.? Please help me, thanks a lot!
Creating a lookup function on same screen
Hi i am trying to create a text box field (dummy if can do that) which reads through my client records by Incremental string search , example user key input "C" so it goes to the first Client with name beginning "Clark" hopefully creating a list begining with "C" i know this can be done with a lookup but needs to be on the same page and also a drop down list but the client has some 2000 records and would prefer to type clark and get list of all clarks rather then move to Clark on a very large drop
Sort Users - Admin Backend Interface
Seems like you should be able to sort users on any of the given fields much the same way you'd do with contacts and accounts. Any plans on adding this basic functionality to the Admin panel for easier user management? Thanks!
Formula Fields don't calculate?
Hi, I am having an issue with formula fields. I have a number of formula fields built into my potentials module. When my administrator account edits and saves a potential, the commissions calculate correctly. Sales staff do not have viewing access to the commission fields. When their accounts edit and save the potential, the commissions do not calculate. This is a problem, as the admin account currently needs to edit and save every potential in order for our commission fields to work correctly. How
Enhance Workflow to allow automatica processing based on dates
I have learned that there is currently a limitation with respect to date based workflow rules. If you want to have a workflow trigger based on a date you have to either create or edit the record on the date that the workflow is supposed to trigger. It would be much more useful for the workflow to have the ability to track dates "behind the scenes". In other words, if I create a Potentials record on 2/1/10 and I select a closing Date of 2/13 then I want to have workflow rule that will send an alert
Zoho CRM mail
Hi, I have to send an email to several prospects at the same time. The issue is that my "targets" will know that this is campaign because of the "via zohocrm.com" in the message header. How to solve this issue? Regards
Sorting contacts
hi guys, I have just loaded in my database. How do i sort them based on region or action that I have taken? I am calling and bulk emailing them about 100 at a time and want to be able to easily identify which ones have received the email etc? Seems I can only sort alphabetically etc. any help much apprecitated. Simon
Multi language export
When I export my leads to excel, I lose all the multi-language characters (French and German for me). Is this a bug or does something need to be set?
How to sinhronize multiply Zoho mail account with Zoho CRM contact activities?
There ir the problem, that to CRM coming down only emails, which where sent from main registered account. So, if you have multiply Zoho mail account, your sent/receive mails do not appearing in Zoho contacts, which you received mail from. Is any idea how to solve this problem?
How do I personalize the dashboard for a logged-in user?
We have a number of sales people who log into our Zoho system, and i want said logged in user, after logging in, to be able to see leads, activities, etc...that are only relevant to that account. I'm not quite sure to do this - any advice is appreciated.
transffering a business card to Zoho
Is there a program like card munch that I can transfer business cards to Zoho? Also transferring my contacts to Zoho? This instead of hand typing the information. Any suggestion welcome. I am a brand new Zoho user :) Thank you!!
Row Numbers in Quote Templates
Hello , How can i add the row numbering into the Quotes Template ? The Row Numbering appears in the Quotes (Filed Name : S.Nos.) but i cannot find it in the List of fileds taht you can add in a quotes template. Another questions pls. How can i add one column in the table of products list ? I thank you in advance. MikeS
Web-to-lead forms doesn't work when embedded
I was able to create a web-to-lead form which works fine when I paste its code into a separate file (attached). But when I embed the code into our public web site page, it does not work. Please advise. Thanks! Note: the attached file is actually an html file but could not be attached as such. Rename it from txt to html for testing.
zohoWebToLead in wordpress with mandatory fields
I've created a zohoWebToLead form and added it to a page in Wordpress. The form is set to to have mandatory fields - but the mandatory fields don't work with Wordpress. However, the form does work when it is not in Wordpress. Can anyone help me get it to work within Wordpress WITH mandatory fields. You can see the form at: - http://the80percentcompany.com/wp/?page_id=37 Peter
Zoho Email Problems with Outlook plugin
Hi, I am having problems with my Zoho and Outlook plugin. I add emails to Zoho via the plugin and it'll double contacts and not put all info in one record. Here's an example; Email recieved from contact (email details are in Zoho already) I add the email via the send and add button The contact has Outlook saved name i.e. Joe Bloggs as opposed joe@bloggs.com in the "To" section Zoho doesn't recognise it is the same contact and creates a new one with email Joe Bloggs Am I doing something simple wrong?
Integrating Zoho CRM API with HubSpot Leads API
I was looking at these pages and trying to find someone with a proven track record of integrating these 2 systems together. https://zohocrmapi.wiki.zoho.com/ http://docs.hubapi.com/wiki/Leads_API Any ideas?
Lead work flow
How can I use workflow to distribute lead to lead owner. What it i I have 50 to 200 lead owners how many lead flow rules do I need (I hope only 1) Anyone using Zoho in this capacity - as a lead distribution tools for an online lead generation website.
Conditional Workflow rules
My wife does personal sales / direct selling of products to people. When she gets a lead, we like the automated workflow that allows us to autmatically set up calls for the next day, three days later, five days later and a month later...this part appears to work well for us. However, what about the ability to "automatically" delete the "Leads" automated tasks when the lead is changed into an Account? For example, the initial follow up calls will no longer need to be done once a sale is made. It
Setting email reminders for tasks
If I check the box asking if i want an email reminder for a task I have set, once I have saved the new task i get emailed straight away, which is pointless. Haw can I set the email reminder to a future date and / or time?
Automatically archive emails of existing leads
I integrated our email into the CRM. I am creating leads from emails So far it is working well Once I converted an email to lead, I don't want to see his emails (same email address) in the inbox. View emails per lead in the leads manager. View only non leads and potential leads in my inbox. Is it possible?
seperate lead lists?
Hi There, Celtic Harmony is a non for profit providing education and events for schools and families at Celtic Harmony Camp, the Iron Age Settlement. I have created a lead list for schools but need to create a different leads list for families that visit. Can anyone explain how I do this please? Any help gratefully received Carlene
See other user's emails
I only see an option to see my emails sent to a given contact. Can I see emails from all users sent to a contact?
Newbie CRM questions
Hi I 'm Mark and I'm the guinepig for a sales force of 100 financial advisors. I've signed up for the free trail for three users which I hope to use for myself, my appontment maker and my secretary. Can all three of uss access, add and edit the same database from three different PC's or iPads/iPhones at the same time? Will I need extra user names and passwords? TIA Mark
Problem inviting a colleague
I have set up my free version of Zoho CRM and have also set up, activated and invited a colleague. Although the system tells me that an invitation has been sent to my colleague they never land with him. I have tried this on a number of occassions but as yet no luck. What other way might I provide my colleague with a username and password to enable him to login to my system? Thanks for your help Steve
Need Better Criteria Options
Certain options such as Last 30 Days, Last Week, Last Month, etc. are available only in the standard criteria filter. Since these are not available for some odd reason in the advanced filter, how do you get a second standard filter? It seems that you cannot stack standard filters, you may only stack up advanced filters. This seems obvious, the advanced filter has none of the many date options available in the standard filter. Why not make both available? The reporting module needs more flexibility
24 Hours format
When will 24 hours format be possible to select, we are missing it very much?
Display of sales data for account
We need to display (on the account detail page in CRM) the monthly sales figures for an account. Sales figures will be imported and linked to a customer identifier. The sales figures will be summary level -- not detailed transactions. Ideally, this is what we'd see for each customer. Any way to do this?
Time Zone issue
Hi there, I've just started using Zoho CRM and there is an issue with the time zone and Google calander. I've checked my time zone is set to New Zealand standard (NST) and my Google is set to NST, however the events are appearing in Google about 20hrs previous. How do I fix? This is very frustrating and I'm about to try another CRM if no answer or resolve as I can't afford the time to wait but I do like the look of ZOHO, so here's hoping.
Problem with events saved into Google....different event times show up
I am just starting with zoho. Creating meetings and saving them into Google seems great and straight forward, except the meetings are showing up in Google calendar 4 hours early!!... I have double checked my time zone settings in zoho, and they are correct for gmt -5 Detroit area....Any help??/
Splitting the CRM for two seperate business
Hi We have two business operating under ZOHO is there a cleaner way to seperate Zoho in two, to seperate the clients for the two different businesses? Rather than just assign a different lead source/account source
zoho for customer service and dispatching techs
We are a small business of approximate 10 full time employees plus a few vendors we sub work out to. We have a sales dept, install dept, customer svc dept, procurement, engineering, etc. I'm looking for a reasonably priced CRM application that will not only track customer contacts and sales and proposals but will also work well for customer service, allowing them to track customer issues and schedule techs to be dispatched to the customer. The techs would for the most part primarily work off a
Google Tasks Sync
I have a 15 day free trial going for a Paid account for Zoho / Google Docs edition, but do not see the Google Tasks sync option. I found some instructions that are hopelessly outdated (looks like a completely different website!) but that is not working for me. Also would like to know, once you set your tasks to sync with Gmail Tasks, does it send all tasks there automatically or does it require constant adding? I am trying to decide if Zoho is right for us. Thank you, Matt J.
Manufacturing control (Item level in Sales Orders)
We use Accounts, Quotes, Sales Orders and Invoices to control a manufacturing order-basis business. When a Sales Order is "Approved", the Manufacturing department starts to produce it. When Sales Order is "Delivered", we convert it to Invoice. We need to control the number of Items in the Sales Orders that are already Manufactured. So, the right way to this is create a Custom Field in the Product Details section of the Sales Orders indicating "Status of the Item" (Pending, Manufactured, etc.) but
web to lead - assigned lead to user - how can you set notifications to alert user they have a lead
web to lead - assigned lead to user - how can you set notifications to alert user they have a lead? Currently we have to login and check manually The user is verfied but nothing comes throught at all. please tell me you can notifiy the user? There must be a setting somewhere, no menu called Notifications anywhere in view. This is the free edition perhaps thats the issue?
Standard Report Filters
I need to create a report which uses more than one standard filter. Adding filters only adds advanced filters which do not have the wide choice of date options (such as Last 30 Days), only specific calendar dates. How can I chain more than one standard filter together?
Industry pick lists
I created a custom pick list for the "Industry" field in the setup area but it does not appear when I select edit the "Industry" field on an account. What am I doing wrong?
Converting leads to contact/accounts
I would like to convert leads to contacts only. Once the contact signup, I would then convert them to an account. Currently I only have the option to convert a lead to both contact and account at the same time. I am new to the software....what am i missing?
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