Keep Track of Time with Sales Metrics Reports
Understanding your sales pipeline is one of the significant factors to meet your goals. You need to keep track of sales metrics like sales cycle duration, number of leads converted, average time taken to convert leads, etc. Generally, this gives you an insight on what works and what doesn't, to meet the average requirements. Time is an important element in Sales. And with the help of the new Sales Metric reports in Zoho CRM you can calculate the duration of everything, right from getting leads to
Zoho Mail Desktop App Crashing - Windows 11
My desktop computer, which is plugged in via LAN - along with my laptop on WiFi, are having this error show up regularly when resuming. I've re-downloaded the app from the website, cleared the cache, etc. - issue persists. Unhandled Promise Rejection
Smtp failed to authenticate
I have setup a domain for my email account, and it is verified with mx record. Here is my smtp settings: MAILER=smtp HOST=smtppro.zoho.com PORT=465 USERNAME=xxxx@mydomain.com PASSWORD="xxxxxxxxxxxx" ENCRYPTION=ssl But it keep failling with following message
Email won’t work
I have removed TFA and can send and receive emails through the Zoho app on my Mac with Ventura however it will not work using Apple mail, it keeps saying it can’t verify the account?
Counting Deals which reach a certain stage?
Hi all, any help from someone with knowledge/experience of this would be appreciated... Is there any way to record the total number of deals which have reached a certain stage in the pipeline, in a given period? Being able to see and compare how many
problem with zohomail
is outlook not supported because I can receive messages through the mail app but I cannot send one to an Outlook email address but with Gmail and iCloud. It works just fine.
How to make "File Upload" field required
I am trying to require a file upload field to have something loaded in it. I do not see an option to "require field." How do I do this for a file upload field
How to set up multiple clients
Hello. I'm new to using Zoho. I have a client (Chimacum Grain) that I work for and I made them a Squarespace website. They needed to get a domain name and professional email, so I set that up for them with Zoho. Now, I'd like to do the same for another
Add contact information to lead when creating a lead
Hello, I see it is possible to get company data in the lead module if the company is already present in the Account module. Is there a way to do the same with a Contact? Thank you
SMTP Connection Timing Out
We are trying to send emails via Zoho mail SMTP over SSL, port 465 using PHPMailer (on a Wordpress install). Since Tuesday we've intermittently been having issues with emails sending from our site. After a lot of debugging we've identified the issue is with the connection itself to Zoho mail, see the log below for an example of the kind of error that comes up: [17-Jul-2019 14:51:39 UTC] Connection: opening to ssl://smtp.zoho.com:465, timeout=300, options=array ( ) [17-Jul-2019 14:56:39 UTC] Connection:
E-mail blocked due to exceeding limit
Dear Admin The e-mail of our company administration@asfcs.org was blocked as it exceeded limit. I sent about 70 emails within 2 hours and need to send more to our customers urgently. Would you please unblock it Thanks Christine
I can no longer receive emails but I can send them
I have been using this account for emails for almost a year without issues but it suddenly stopped working 4 days ago. I can send emails but I cannot receive them.
Tip of the week #26 - Delegate work items efficiently
Effective work delegation boosts the productivity of your business. Delegating work efficiently not only lightens the workload of your team members, but also helps in identifying and assigning the right person to handle the work. In Zoho TeamInbox, as
Preview posts
Is it possible to send a non-user a preview of scheduled posts without giving them any approval rights?? For example, so a colleague can see what is scheduled to go out without having any say in the creation or approvals of the posts? Thanks!
Can't Add Developpers (Users) to Zoho Creator App
Hello, I've been using creator individually for a little while now, Recently, I wanted to add one of my co-workers as a developer on our app so that they could also help with troubleshooting, development and scripting. However, whenever I try to add
Data Validation now available in Zoho Sheet
We are glad to release the 'Data Validation' functionality in Zoho Sheet. Using this, you could restrict the data that is entered in cells to a specific condition that you set. If it is a numeric cell, you could add numeric constraints like the number should be less than 20, or between 40 and 60, etc. This could be really useful when you have a calculator like functionality on your spreadsheet and expect the input data to fall within a range. Similarly you can set rules on cells with Text and Date
Não estou autorizada a enviar e-mails
Boa tarde Não estou autorizado a enviar e-mails através da minha conta. Está relatando o seguinte erro: Não foi enviado envie uma mensagem; Razão: 553. Retransmissão proibida. Domínio inválido - daniela@ assuncaoemedeiros.com.br O domínio está ativo
Forever Free Plan - Encryption
Can I ask - for the "forever free plan": 1. what levels of server-side encryption are offered? 2. is end-to-end encryption offered? Thx
Automatic access to related records with Territory
Here's my situation: An Account record has a custom lookup field "CSM" that is the client manager. When the Account becomes a "client", the Account is automatically added to a CSM's Territory via rules. The CSM can then access the Account, Contacts,
support takes so long
why does support take so long nowadays?
Extracting data from HTML
Friends how are you? I need to create a function to access this data that I highlight in the image, can you help me to extract it? Then I will create the map to my modules, but I can't do the extraction. https://www.trp.com.ar/atencion-al-cliente/ti
Extracting data from HTML
Friends how are you? I need to create a function to access this data that I highlight in the image, can you help me to extract it? Then I will create the map to my modules, but I can't do the extraction. https://www.maersk.com/local-information/latin-america/argentina/payment
Unable to Send Email
Hi Team, I am Unable to send an email to anyone as it says "553 Relaying disallowed - Invalid Domain". Please advise on what is the issue and resolution for that. As long as i am aware, My Website Linked to this domain for down for a day and is back running
Which Paid plans include email forwarding as a feature?
I want know which paid plans include mail email forwarding. Does MAIL LITE plan include email fowarding?
WorkDrive Browser Extension That Allows Direct Save to Work Drive
Hi, I enjoy WorkDrive a lot. I believe it could be enhanced if there was a browser extension that allowed pdf files to be saved from the browser directly to workdrive. This could be done as a save as option or print to pdf option that works with the
Introducing Zia's Customer Churn Prediction
Dear All, Hope you are well! We have an exciting new feature added to Zia's Prediction capabilities. Let's learn more! Businesses, even after spending a lot of money on customer acquisition, sometimes struggle to retain those acquired customers. While
条件分岐の上限
ZohhoFlowで、ZohoFormから申請があった場合にAPI連携をした別のアプリへメッセージを送る設定を行いたいです。 60名分のメールアドレスを上限に登録して、Aさんのアドレスなら、Aさんのチャットへ送る。という設定を行いたいです。 設定する上限の上限ありますか？ また、APIトークンで連携するアプリIDの上限はありますか？？ ZohoFormで承認されたとき、差し戻しになった時もトリガーとして別のフローで使いたいのですが、そのやり方も教えて下さい。
How to re-use context id to parse value of variable.
I'm using salesiq script for zobot. i want to take variable's value of one context to another. how can i do this? Thanks, Prachi
Estimates List View -> Accepted Estimates Not Yet Converted
Hello, we are a Zoho One user and recently went live with Books and Inventory. When looking at the Estimates list view, there are different views to select from the dropdown list but I see no way to select a list view that only shows Estimates that have
Linkedin and Instagram on Zoho Social
Hi everyone, Are Twitter and Facebook the only social media platforms that you can connect to Zoho Social? I don't see the option to add any other platform and would like to know if this is something in progress or not, or if there is any way to connect
Missing Files after reinstall
Today I have trying to open my Zoho xl sheet with app, but more time I have failed. After I did uninstall and again installed this app again and logged with my own gmail account. But yet now my all files are Missing, thats not visible.
Subscription Profitability
How do you track subscription profitability when there is no ability to enter a cost for a Plan?
Is there a way to remove extra info that is sent at the bottom of emails?
Since starting with Zoho mail, I have noticed that at the bottom of my emails, it contains a gray line and then under a line that says for example, " ---- On Thu, 02 Dec 2021 21:28:48 -0500 <example@example.com> wrote ---- " . Is there a way to remove
google docs file in zoho docs ?
is there a way to get the google docs files in zoho docs?
Help with custom function
Hi all, I'm not a coder and need some help to create a script. I'm using ZOHO FLOW to integrate two apps and need to build a custom function to convert values from a previous step (a webhook) to the next step. The previous step is displaying field NAMEs
Zoho Mail is a Scam, Be Careful!!!!
Zoho mail server doesn't received emails that are submitted from a website using PHP mail() function. I contacted customer support and they are suggesting to add SFP records for each domain from where email is submitted. If 1 lacs of user (from different
Zoho Survey or Forms
Hello, I want to ask for advice on a use case to determine how I can recreate this in Zoho Survey or Forms. We would like to send online onboarding forms for various needs. We usually send it one respondent at a time. When we send these forms, at many
Generate Acronym
Hey all, question - anyone have code to generate an acronym? For example, Form1 has input.Agency_Name and input.Acronym. I want to add an "On User Input" workflow to generate an acronym from the input.Agency_Name field. Input: input.Agency_Name = "The
Monitor Agent time logs?
Is there an easy way to see what Agents are currently working on (timer running) or at least a log of the time they've spent in desk on a particular day? Thanks, Scott
Community Pages SUPER Laggy
Every since the first week of August or so, the Community / forum pages here have been extraordinarily laggy... like, to the point of being almost unusable on desktop and literally unusable on mobile. On desktop, the page will hang for 15-60 seconds,
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