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Why am I suddenly getting a daily summary report from SalesIQ when I'm not even using it nor signed up to it knowingly?
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Is there a way to convert leads to deals, like the main program does? It doesn't seem to do it in portals. It seems a bit pointless having it.
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Hello, I am using the spark application on iphone 15 pro max and 16 pro max. After several days of installing the account on spark i dont get notifications on new emails, i ha...
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Problem: I create a meeting in calendar and add attendees. After "Save" button it asks me if I want to send email to all ettendees, I click Send. But none emails are sent. I d...
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I have come across an issue in the CPQ Product Configuration. I want 10 products to trigger the suggestion of an additional product via the quantity in quoted items function. ...
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We are looking to create a marketing campaign based on a custom "expiration date" field inside our DEALS module. We are open to using either CAMPAIGNS or MARKETING AUTOMATION ...
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We often need to filter our contacts in a way that is too complex for Custom Filters (which now allows filtering by Related Modules - amazing! - but doesn't allow for an *OR* ...
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There are several options SaleOrders, PurchaseOrders, Invoices... which ones disminish the Inventory quantity of the product? Does the change occurs online?
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Hi Zoho, I set an client script button in related record list. We would like to fetch the selected record id/field for further action. But I don't know how to get the selected...
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When I convert a lead record into a contact and a deal then a the contact record will have User AAAA as record owner, and the contact record will have User XXXX as the record ...
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Hi, I wondered if anyone could help. I am trying to develop an automation that would send an email to a list of preferred suppliers associated to an account when a booking is ...
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Olá, Temos o ZOHO ONE e no Sign vemos de forma simples a assinatura digital, temos nos BRASIL certificado digital, de no CERTISIGN homologado pelo GOVERNO do BRASIL, há possib...
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Do I have the ability to add one or more existing notebooks to another notebook? For example, I have an existing notebook named Dog, with several articles in it, and I would l...
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Dear ZOHO team, I hope this message finds you well. I am reaching out to request access to the domain "palmonteproducciones.com," as we have contracted hosting services with a...
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Hi there, Ive created a email parser rule with this layout which was working for a day but all of a sudden after the weekends, the rule stopped functioning and every record af...
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How can I stop Free CRM to send emails when a possible client turns into client. the emails are flooding my inbox
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Hi team, We currently have lookup fields of accounts in deals and products module. This creates related lists in account for deals and products. I also have another module - c...
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I'm experimenting with setting up a CRM portal. I'm not able to select Create and Edit permissions for a custom module, even though the data sharing settings for this module h...
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I cannot get the Contact ID to show on report that is displaying a list of contacts. I need this information to be able to run reports, clean them up, then upload back to the ...
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I spent hours doing an eblast, sent it out to my team, and now cannot find it in my CRM. Where do I locate drafts?
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