Mark:Hello,
When we "Approve Leads" and change owner.. is there a way we can send an email to the New Lead owner from the Old Lead Owner's email address notifying them they have new leads?
Thanks
Support:Hi,
Thanks for contacting Zoho CRM Support.
Sorry for the inconvenience. In Zoho CRM, we don't have this option as of now. However, we may analyze this for our future update and keep you posted.Thank you for your valuable feedback.
Mark:Hello,
I'm trying to create Leads views that can be found on "Last Week" .. how can I do it in the criteria?
Thanks
Support:Hi,
Thanks for writing to us.
It is not possible to create a view for the leads created last week. However, you can create a report for the leads created last week or month.
(How is it that in the Leads module, you could look at leads from {TODAY} but not from {LASTWEEK}?) - Sometimes doing these custom views is way easier than reporting - I'm sure most of you will agree?
Mark:Hello,
Is there an administrator way to enable all sent/rcvd emails to show up in leads for every user without hackery? We're integrated with Google Apps.
Support:Dear Mark,
Thank you for writing to us.
In Zoho CRM, all the users can view all the records based on their Role. To view all the Emails sent to the record, the mail account should be in Complete Sharing for all the users, so that the the user can see all the email sent to the record which the user can access.
- Wouldn't life be great if as an administrator you could customize what view each new user will fall in, what the home view would be like, and to set email sync out of the box rather than having to MANUALLY do it for each and every user?