All Pipelines - Como evitar que por defecto siempre salgan todos los Pipelines

All Pipelines - Como evitar que por defecto siempre salgan todos los Pipelines

Este problema es algo que ya reporté en el pasado, se supone que un agente de soporte en español iba ayudarme a buscar una solucion y nunca más se supo.

Repito el caso

En este momento, por defecto cuando accedes al modulo "Deals" aparecen "All Pipelines" por defecto. No podemos asignar un pipeline a roles o usuarios y mis usuarios cada vez que entran a la herramienta deben ir al desplegable para seleccionar el pipeline que toca entre los muchos que tenemos para las distintas areas.

Eso no solo ocurre al entrar, sino que dependiendo de que tarea realices, cuando vuelves a entrar a la pagina de los "Deals" tienes que volver a hacerlo. 

Me dijeron que podria seleccionarlo creando distintos Layouts pero eso no solucionó nada. Puedo asignar distintos Layouts con un pipeline por Layout pero luego cuando entras al Deal tienes que seleccionar el Layout y vuelven a poner "all pipelines por defecto

Alguna solución?

Gracias

    Access your files securely from anywhere





                    Zoho Campaigns Resources

                          Zoho Developer Community

                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales

                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks






                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep Resources


                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner





                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ










                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Problem connecting social accounts and file upload

                                                                                                              I have two brands that I manage in Zoho, each with their own social profiles. I didn't have any issues for the first few months, but recently the Instagram for one got disconnected and no matter what I've tried, it won't reconnect. If I go into the settings

                                                                                                            • How to add a pre-filled form to a mobile app

                                                                                                              We are building a mobile app that API's lead info from ZOHO crm (leads module) and would like to add a refer a friend program via a ZOHO form the would prefill their info (Name, Email and Phone) whilst they add the person they are referring (Name, Email,

                                                                                                            • Invoice status on write-off is "Paid" - how do I change this to "Written off"

                                                                                                              HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

                                                                                                            • Automate Zoho Meeting Creation via Blueprint (Leads & Accounts)

                                                                                                              I need help automating Zoho Meeting creation during a blueprint transition in both the Leads and Accounts modules. Requirements: Triggered via blueprint Read meeting start time (DateTime field) and internal participants from CRM Create Zoho Meeting via

                                                                                                            • Is there a way to set up templates for commonly occurring issues on Zoho Desk

                                                                                                              Hi there, We have recently migrated our service desk over to Zoho. I was wondering if there is a way we can set up custom templates for specific requests that we commonly get from our customers. Example: Customer often requests a password reset. There

                                                                                                            • Zoho desk not sending call reference to user

                                                                                                              Hi, I am using zohone desk and have setup the call logging email address but sadly users are not getting a call reference notifying them that the call has been logged also can't see the updated call when it is going through faces. My question is, is there

                                                                                                            • Sheet View for Reports

                                                                                                              Hi - is there any plan to make a "Sheet View" function for reports??? It would be a huge improvement.

                                                                                                            • Marketing Automation Emails Going to Spam

                                                                                                              Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this

                                                                                                            • instagram direct message

                                                                                                              is it possible to check and reply Instagram direct messages?

                                                                                                            • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                              Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

                                                                                                            • Automation #6 - Prevent Re-opening of Closed Tickets

                                                                                                              This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submits

                                                                                                            • Zoho Payroll's USA and KSA editions are available in Zoho One!

                                                                                                              Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho

                                                                                                            • What is the difference between a template and a snippiet

                                                                                                              Hi there, I am currently working on optimising our service desk and improving the consistency of our responses. I have come across two tools that appear to help do this, templates and snippets. I was wondering what the similarities and differences are

                                                                                                            • Zoho Recruit - Automatic email before expiry date

                                                                                                              Hi, how can we automate email going out to candidate if one of the 3 fields are 30 days or less before expiry? All available workflow triggers are update/create/delete based but I want this to be independent of any activity on candidates profile. Is it

                                                                                                            • Display CRM account field on Zoho Desk Ticket

                                                                                                              I have linked a custom CRM Account field for "Customer Care Lead Advisor" with Zoho Desk Accounts. I know the data has synced correctly as I am using this field for some automations based on this lead advisor field. When viewing a ticket that is linked

                                                                                                            • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

                                                                                                              We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other

                                                                                                            • Function #35: Close all tasks associated with a lead and create a new task.

                                                                                                              Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

                                                                                                            • Tables for Europe Datacenter customers?

                                                                                                              It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

                                                                                                            • Exchange Rate Updates

                                                                                                              Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!

                                                                                                            • Feature Request - Approval Processes

                                                                                                              Hi Team, I think it would be really valuable to add the approval process feature like what is currently available in the CRM. The problem with the current approval support is it can't be automated to send the approval to set people based on the values of fields within the tickets. Is this something that could be considered for the roadmap? Thanks, Harry

                                                                                                            • Zoho CRM and Books Integration

                                                                                                              Evening, I have started the integration with FSM from CRM and having difficulties with the mapping. In CRM we use "Unit Price" as our cost price and mark this up on a subform to create a "Sell Price" this markup can be different on each quote depending

                                                                                                            • Check Validation Rules all fields on Quick Edit on Record Details Page

                                                                                                              I've added validation rules for some fields in a module — let’s say 3 out of 6 fields have rules. On the Edit Page, if any of those fields have an error, I can’t save the form — which is good. But on the Details Page, I can still quick edit other fields

                                                                                                            • zoho crm intergration with zoho campaign

                                                                                                              I  to intergrate zoho CRM with zoho campaigns https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-campaigns/articles/zoho-campaigns-crm-integration#Configuring_the_integration_and_setting_up_sync but in step1, when i click to zoho campaigns,

                                                                                                            • Allow reconciliation for bank acct with no transactions for month

                                                                                                              Is there a way to allow a bank reconciliation to take place when there are no transactions for the month? I am unable to create a reconciliation for the month because there are no transactions to select. I want to be able to attach the bank statement

                                                                                                            • How can I bulk import product images to Zoho crm.

                                                                                                              How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image

                                                                                                            • Canvas Flex Box containers should not require a width/height.

                                                                                                              Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational

                                                                                                            • Currency fields and decimal places in CRM email templates

                                                                                                              Hi, How do I get more than the standard 2 decimal places showing in a Currency field, on an email template? In the Layout for my Currency field, it is set to 6 decimal places. I want to show up to 6 places in the email template (unrounded). See attached

                                                                                                            • Dial Charts in Analytics using field values for colored ranges

                                                                                                              Hey all! It would be supremely helpful if we could use field values for ranges in Analytics for dial charts. We currently display an analytics report to our sales team showing how close they are to reaching the next tier for commission payouts. We update

                                                                                                            • Zoho Cliq 4.0: Zoho Cliq Android TV application

                                                                                                              Zoho Cliq is a powerful communication and collaboration platform that allows teams to stay connected and get work done from anywhere, at any time. One of the latest additions to its suite of tools is the Zoho Cliq android TV app, designed to make it easier

                                                                                                            • Filter a report for a specific bank and a specific transaction type (interest income)

                                                                                                              I am trying to run a report - any report - on a specific bank account for the interest income. I do not see it as an option. I can see the Bank Account under Account in the Filters, and I can see the Interest Income under Account in the Filters But I

                                                                                                            • Company with ZohoOne, notebook ask to upgrade to collaborate in notecards.

                                                                                                              Hello, we as a company have ZohoOne as our Zoho choice, but Zoho Notebook asks us to upgrade in order to collaborate in notecards, is this correct? Acording to what I've read in Zoho Notebook help, it should be included in ZohoOne, can you please clarify

                                                                                                            • Show Zoho Books Retainer Invoice in Zoho CRM

                                                                                                              Hi Support, How can I get Retainer Invoices created in Zoho Books to show in Zoho CRM? If a sales person needs to collect an upfront deposit, they should be able to see that the retainer invoice has been created and paid. Thanks, Ashley

                                                                                                            • Outgoing blocked again.

                                                                                                              Hi Dear, My outgoing mails are blocked again. I am just using it as normal business emails going in and out. Could you please help fix the problem? I am happy to support where I can do to make it work properly. Thank you very much. Aurora

                                                                                                            • Restrict card movement in Kanban View

                                                                                                              Hello everyone, I’m wondering if there’s a way to prevent users from moving Deal cards in the Kanban view when grouped by Stage. On the Deal details page, I’ve implemented several validations to ensure users cannot change stages until all conditions,

                                                                                                            • Missing "Created_Time" Field in Zoho CRM API Search Results

                                                                                                              Hello, I've noticed that the "Created Time" field is visible in the Zoho Canvas view for my Accounts Module. However, I'm unable to retrieve this field's value via the Zoho CRM API. Specifically, when using the /search endpoint for the Accounts module,

                                                                                                            • How can I switch from inches to centimeters?

                                                                                                              Hey Zoho-Team, I tried to switch to another measuring unit. Inches are not used in Europe, but i couldn't find an option to use metric units. How can I switch the ruler, tabstops, positions of elements and everything else to the metric system? Thank

                                                                                                            • In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ?

                                                                                                              Dear Team, In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ? If not, what are the restrictions. Thank you, Anup

                                                                                                            • Zoho Creator Mobile app no Default Workspace

                                                                                                              When I use the Zoho Creator mobile app I do not get a default workspace. This is occurring for me and another new user. I believe this is an issue with Zoho One / Zoho Creator. I have tried working with support and it's been over a week of no solution

                                                                                                            • Zoho Voice VS in Zoho CRM for logging calls

                                                                                                              I don't understand the differences between logging calls in Zoho Voice VS in Zoho CRM. Why the 2 separate platforms? Seems confusing

                                                                                                            • Assistance Required for Zoho Bulk Import Error

                                                                                                              Hi, I am currently attempting a bulk import in Zoho with a small batch of records to test if the import will be successful. However, despite matching all fields correctly, I continue to encounter the following error: "Not a standard user: Prospect Owner."

                                                                                                            • Next Page