White Label Zoho.crm?
Any chance Zoho CRM would consider a white label product so I can develop a CRM system for a client, consult with them on the use, develop any API related services and charge accordingly. It would dramatically increase Zoho's ability to increase revenue due to allowing a consultant to develop a sales model, and deliver a prepared "zoho" environment and thus be charged for the users they board onto the system. Thanks Joe
Bulk method of assigning leads to campaign
I have a 1000 leads that I want to assign to a campaign. How can I do this?
Deals Module
We have changed out "deals" module to be called "opportunities" which is more appropriate for our business need/type. Our business has three different business segments and we have too many custom field to collect all our important data to have one module with multiple layouts. 1. Is there a way to have more than one "deals" module? a. If so how many different one of the same one can you have? 2. Is there a way to have more than one propbability stage mapping on each module?
Possible to have form fields presence on form be conditional on other field's value?
I have a contact type field. For some contact types I require another field containing additional data specific to that type. The additional data would only be applicable to that single contact type. What is the best way to accomplish this?
CRM send email and include a cc: (why doesn't the cc: area populate with contact info?)
I want to send emails directly from the CRM contact card. It all looks good, except I have to manually enter any cc: info. Why isn't this tied to our contact base? Is this not a feature of the CRM? If not, is it going to be included at a future date? Thanks.
Items added to Calendar now showing in Accounts
I add events into the calendar but then when I am looking at an account the open meetings do not show up
Archive Contacts & Leads
Is there a way to archive contacts & leads once they are no longer active. I don't want to loose the information associated with the contact or lead but I only want to see current clients & prospects. I am not on a paid version.
SearchByCriteria Exception
Hi I am getting an exception when I use SearchByCritera. ZCRMSDK.CRM.Library.CRMException.ZCRMException: 'Exception of type 'ZCRMSDK.CRM.Library.CRMException.ZCRMException' was thrown.' I am using c# SDK var accountModule = ZCRMModule.GetInstance("Accounts"); BulkAPIResponse<ZCRMRecord> response = accountModule.SearchByCriteria("(Account_Name:equals:" + HttpUtility.UrlEncode(companyName) + ")");
Zoho CRM - How to report on emails synced to CRM via IMAP
I know that Zoho CRM has email functions built in, and that I can get reporting on emails sent using those functions. For example, in the Contacts module, there is a filter for Email Status. The reporting capabilities do not seem to work with emails that are synced to CRM via IMAP. How can I get a report for these emails?
Cohort Analysis - Word of the day #104
Cohorts are groups of users, customers, or data that share similar characteristics at any point of time. Cohort analysis can be helpful for understanding customer behavior across the sales life cycle or their buying trends and patterns, for analyzing support costs over a specific time period, or other similar metrics. Results drawn from the analysis can be used to adjust existing services or products offered to the identified cohorts and observing the resultant impact on the overall health of the
Super Admin - Word of the day #94
The Super Admin in Zoho CRM is one master administrator for the entire organization's CRM. Furthermore, communication regarding billing and other financial transactions concerning Zoho is held with the Super Admin. What is the difference between a Super Admin and an Admin? The Super Admin is the user who purchases the Zoho CRM subscription on behalf of the organization, and is the owner of the account. Super Admin is at the top of hierarchy in profiles and has all the privileges of an administrator.
Agent
Hi, Can anybody advise me how to add my name to the dropdown box for agent. i have changed ownership of accounts to my name but i'm not on the dropdown agent box and i don't know how to add myself.
Stages on Contacts
Hi, Would it be possible to have a stage pipeline for a Contact like it is on the Opportunities sheet. I want to be able to visually see what stage of development the Contact is at, which happens before we have any discussion about opportunities. Regards
Can you restrict user view in Kanban board?
Hi, I know you can restrict some deals and opportunities to only show for certain users but is it possible for example, to hide the deal/opportunity value for a certain user while retaining the rest of the information? I would like my employee to know the details of a deal expect the deal value.
Tip #17: Keep Zoho CRM Home Page Clutter-free - For Yourself and Your Team
Hello folks, We are back again with a cool tip for this week on how you can maintain a clean Zoho CRM Home page. Tip #17: Keep Zoho CRM Home Page Clutter-free - For Yourself and Your Team The home page of Zoho CRM is very crucial for most of us. It is where you organize your day's work - your way! A cluttered home page could leave you lost in a busy schedule affecting your productivity. And the same holds true for anyone who uses Zoho CRM - be it for sales or marketing or any purpose. So in today's
Import Leads Records
Hi Guy, I am new to ZOHO CRM, I have set of records in the excel sheet(170 rows), When I tried to import all records into ZOHO CRM Lead it's importing only 20 rows rest of records not importing, Can please guide me how can I do this importing all records.
coordination of CRM and Campaigns email templates
Unless I am missing something the need to hand-duplicate email templates in crm and campaigns is a huge inefficiency. I view the CRM database as my "has to get this email" database because they are existing customers or prospects and this is how we communicate urgent program updates. Because the CRM email is integrated with my "real" outlook email and is coming directly from me they are more likely to get it without it being classified as spam. I view my Campaigns contact list as "I hope it doesn't
Target Meter - Word of the day #103
Target meter lets you set and monitor targets for your sales team. You can view the number of leads generated in the current year, annual revenue for last quarter, or sales target achieved in the past few months. You will not have to run through a pile of reports to get these information, all you need to do is choose a target meter and define the relevant parameters and get the data. Revenue, leads, deals—whatever your goal is, the target meter keeps your expectations realistic and helps you see
Feeds not showing all the updates
Hi, Surprisingly my feeds page doesn't display all the updates, even after I updated the feeds preferences to see all the users' activities. It shows very old updates only, from 2 or 3 weeks ago, while there have been many updates since. Apparently other users from my organisation are experiencing the same issue. Could you advise on how to solve the problem? Thanks
Searching for contacts take work for Accounts within a group
I have an indicator on the account record which allows viewing accounts within a certain group. There are2000 companies. One group has 60 members, I want to email the managing directors at these accounts. The group indicator is at the account level not the contact level I cannot see a way of filtering the accounts and then having access to the contacts Could someone let me know what I have to do? Is the routine for this somewhere I cannot be the only user that wants to do this type of function.
Check Reply email
Hi Guys, I am really struggling on how to set up an effective automation follow up with Zoho. I used Zendesk before but now separating Support and Sales (Zoho). I created a series of 6 email follow up but the problem is that I can not find any way to tell the system to stop the Automation if the customer reply to any of the emails. I used to do this with Zendesk by adding different tag, so if the updater = End-user -> add tag replied, something like. I really want to transfer all sales activity to
Billing Addresses - Am I missing something?
I'm hoping this is simple and I am just not understanding the relationships between shipping and billing addresses correctly. 1. We started with shipping (physical) addresses for accounts 2. We're now at the point where we want to add billing addresses. Sometimes they are identical to shipping addresses, sometimes they are not. - if shipping = billing, apparently there is a way to copy shipping to billing with a single button but no button shows up in the account layout. Am I missing something
ZOHO CRM Field Validation Issue
HI, We've very basic requirements like 1) Once stage reached to Closed Won or Loss, which is logically and end of opportunity life cycle, Salesman should not be able to edit. 2) Forecast category should be linked to stage. User should not allow to select Forecast category seperately 3) Closed Date validation, its should be either current date or future date, when user is Close opportunity. Just that, we are new to Zoho and migrating from Salesforce. Just these basic valediction are not working.
How to find out which product was bought the most ?
I want to create a list of top products.
How to check which product is most often priced ?
I want to create a list of the most priced products.
Comparator - Word of the day #102
Compare a variety of metrics across multiple modules, such as users, teams, roles, and territories. Create a comparison table, weigh in on a range of parameters, and track how your metrics fare against each other. Zoho CRM provides you three types of comparator visual styles to suit your preference: Elegant, Sport, and Classic. You may also add an extra dimension to your comparator charts by comparing the current numbers with your past records. For example, let's say that one of the KPIs you use
How do I seamlessly sync two fields between Contacts, Deals and Customer Cases?
hey all, say I have a custom field (the same one) on all three places - contacts, deals and customer cases. how do I make it so that if I change the information in the field in say the Deal... this will change the same field on the Contact attached to that deal and the Customer Case attached to the deal? thank you.
Contact Roles in Deals
Hi Team - so this is the first time we have implemented Contact Roles so we can add another contact in our Deals module. There usually are 2 contacts in our deals - purchaser and accounting. From what I can see, and sorry for the blunt word, contact roles are basically worthless when it comes to workflows. Only the main contact can be included in email workflows. When you send email from the Deals module, only the main contact email is included. I am guessing you can do custom functions to send emails
Can we create User activity report?
Hi everyone, I purchased Standard edition of Zoho for my 3 users. I want to know, is all of my users are using Zoho on a regular basis. is it possible in Zoho to find out how many times a user uses the Zoho in a day, number of hours etc?
Linking the field properties in two different modules
Hi there, I have two different custom pick-list fields, one in the Leads module and one in the Products module. I would like the custom picklist options to mirror each other automatically, such that if I edit one as an admin, the other is automatically updated. Is it possible to do this? Thanks!
Owner update
I want to update my sales owner I have one lookup field in Sales module.İt name is Sales specialist.I want the sales owner to be a sales specialist every time I create a sale. How can I do with function
KPI - Word of the day #101
Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by measuring their performance on a regular basis. For example, a sales manager wants to monitor the top 10 sales reps in terms of average annual revenue each of them have achieved. He can easily accomplish this by creating a ranking style KPI by defining the average
Is there a way to find Data Export History from Zoho CRM?
I'm looking at how to find out who has exported data from the CRM and cannot find this in the audit log. Is it because only admins can export? Thank you
Duplicate entries when running a report
When a run a customised report, i get every single entry coming up twice. So i have run a report to show all customers in NSW, and every single customer comes up twice in the report. There is only one entry in the accounts list per customer, so not sure why they are coming up twice
Email Sync in Vendor Module
In the Potentials Module there is an email sync. Is there a similar email sync that can be made available in the Vendor Module to capture all vendor related communications which are not linked to a potential?
Cannot click the Time when I schedule an email
Hey Team, I am not sure if I am the only one facing problem but I cannot click on the time when I schedule an email for another day in CRM. I have cleared cache and cookies and tried it in Mac and Windows. The time cannot be clicked and I cannot choose a time. This issue started just today.
Delete all contacts at once (10,000)
I inadvertantly added contacts the wrong way, 10,000 of them. Now I can only delete 100 contacts at a time. How can I get back to zero and start again?
How to check how many leads have become customers ? In percents.
I would like to check the conversion of a lead into clients.
Export Data - Newest 3,000 Records (instead of oldest)
I am trying to export data, but there is a 3,000 record limit for each module. There is no option of what records to pull and it defaults to the oldest 3,000 records, which go so far back that it cuts off before getting to current data. Is there a way to make the export feature pull the 3,000 newest records by module? Request Data Backup for complete data does not help because there is a limit to the number of times you can pull this information.
Associate products in Sales Order to the Account
Is there any way to automatically add products listed on a Sales Order to the Account record?
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