Sales Inbox Relation to CRM
I am wondering if there is any reason why sales inbox, or any time there is the social right panel/right panel information (e.g. Viewing Tasks, Sales Inbox Emails, etc.), it does not reflect the correct information regarding related "deals", which I haveHow to add data from Zoho Analytics to Zoho CRM
I added a formula on Zoho Analytics that generates a value that I want to be displayed on a field on my contacts module on CRM. The info comes from an imported CSV file. I want to be able to display the result of the formula as a field in Contacts. PleaseCanvas Editor
I have tried many different ways to figure out how to manipulate and utilize the canvas option for records but seem to hit one problem after another from items displayed on the editor one way and looking completely different when viewing on-screen inIntroducing Canvas: A no-code design studio available in CRM Plus
Hello everyone, We have created Canvas for CRM, the industry's first design studio which can help you build an amazing user interface without having to type a single line of code. You can now access Canvas as part of your CRM Plus subscription. NowFREE CRM Plus Webinar - Full Product Tutorial - Tuesday, August 17th 10 AM PST - LIVE Q&A!
Hey everyone, Our monthly overview and best practice webinar for August is on CRM Plus. In this hour-long webinar, we will do a full product tutorial of CRM Plus and cover best practices when using this application. There will be a live Q&A at the endService Status
What does servie status mean when looking at a contact record under the Campaign sectiona as seen in this screenshot?QUOTES // Function to update a simple field in agregate line items field
Hi all, In "QUOTES", I created a simple currency field (named TOTAL des AB...", API name "TabosMens") in the agragate region of line items. (see picture as my explanation in english is probably not very clear). How tu update this field through a functionAutopopulate information in different modules
Is there a way to autopopulate information in one module that was entered in another module. For example, you may have a piece of information that you need in two different modules. Can you setup a macro or something that would autopopulate the informationIntroducing new features and enhancements to Analytics and Social in CRM Plus
Hello everyone, We've recently introduced various features and enhancements to Analytics and Social in Zoho CRM Plus. Here's a brief rundown on what you'll see in the updates: Analytics AI-powered data preparation Zoho DataPrep is an advanced self-serviceIntegrating Big Commerce with Zoho CRM
Does anyone have experience syncing customer orders from Big Commerce to Zoho CRM? Which app is best? Does anyone use Zoho Flow?Failed Imap integration
I am trying to integrate emails using the IMAP Integration. I keep on getting the message that a previous deactivation is still in progress and cannot continue the integration. I have been getting this message for a couple of days. Could you please helpExport Contact
Is there a way to export all contact from the CRM into an spread sheet (excel file) and download it onto the computerI want to add industry field in contacts ?
Industry field is there in leads but not in contacts.....how can i add there as i want to trigger some rules based on that....i want to use same industry set as in leadsHow to setup customer journey
Hi, I am new to using the tool. We are a hardware and software services seller. Our customers are large fleets and other businesses. We have specific steps from contacting the leads to delivering products and after sales relationship. After the sales,How do I add an email signature to Email Templates?
Hi Zoho, I am not able to add my email signature to some of the email templates I created, as I hit the 200,000 character limit apparently. I say apparently as it has said this to me a few times and when I redo it with the same content, I'm able to saveCreating Field or tag
Is there a way to create and add a new field to the contact? This field should indicate whether the specific contact is a contractor, candidate, client, partner.Creating Field or tag
Is there a way to create and add a new field to the contact? This field should indicate whether the specific contact is a contractor, candidate, client, partnerWeird "none" state in blueprint?
I'm struggling with this weird "None" state that is showing up in my blueprint. Contacts are being created via API in the 'Not contacted' state and if I turn off the blueprint I can confirm that they are being created in the said state. However, as soonAsk the Experts - Zoho CRM Plus
*"Ask the experts" is a live forum discussion that will be held on this thread. Starting from the time mentioned below, our panelists will be available for the next five hours, ready to take questions on CRM Plus and the built-in services. Since this is our first session on ATE, we have planned to keep the discussion general, without limiting your questions to select topics in CRM Plus. Whether you want to discuss the Admin Panel, CRM Plus's built-in services, deploying each service, configuringArchived Projects in Dropdown
We're still evaluating Projects but getting ready to purchase. One thing I've already run into is that while the Projects page (by default) filters our Archived projects, the dropdown at the top, right includes all projects even Archived ones. Am ICustomers with last invoice date 60 days prior
I am trying to develop a report or workflow rule or something that will give me all clients whose last invoice date is 60 days prior to the report run date. How would I go about doing that?Safari Browser Not Compatible with Zoho?
I am running the latest version of Apple Safari Browser V14.1 and all ZohoCRM Plus pages seem to lose the ability to scroll until I manually refresh the page (and lose any unsaved data). Are Zoho products compatible with the latest version of Safari?Editing System Defined Fields (CRM+)
I need access to edit and/or delete system defined fields. I need to customize the CRM in a way that makes sense for my business model. It won't even allow me to rename these fields. So I have fields out there that I will never use, yet they are takingIntroducing Design on Canva for Social in CRM Plus
Hello everyone, We are excited to announce that we have integrated Canva with Social in CRM Plus. You can now create and edit designs for your social media without leaving the application. About Canva Canva is a graphic design platform that comesSay hello to the new version of SalesIQ in CRM Plus
Hello everyone, We have introduced various new features and enhancements to SalesIQ in CRM Plus. The new version comes with a brand new user interface and features specifically designed to offer complete customer and prospect engagement for both B2BDo CRM Plus and CRM Ultimate have identical features and limits?
Do CRM Plus and CRM Ultimate have identical features and limits? Feature Availability | Zoho CRMLatest updates in Social to elevate your social media marketing
Hello everyone, We've recently introduced a lot of features and enhancements to Social in Zoho CRM Plus to help you improve your social media marketing. Here is a list of all the updates. Video marketing Integrating YouTube Youtube can now be integratedFields not mapping from Contacts -> Deals
Fields are not mapping from Leads/Contacts/Accounts to Deals when they are created. I have setup the address fields to map across leads/accounts/contacts/deals. When a new deal is created it never brings in the company address info, so it has to be reenteredYour email marketing automation with Campaigns just got better!
Campaigns in Zoho CRM Plus has a brand-new approach to automating your email marketing routines. We bring to you an easy "Drag-and-drop" interface to create email workflows. This allows you to add flexibility to your email marketing automation by providing you with multiple trigger, process and action options for use in your workflows–all through a simple drag-and-drop workflow builder. In addition to the new drag-and-drop interface, Campaigns now also has a range of pre-made email automationZoho CRM Plus
I have noticed you have a new Zoho CRM plus user interface, when will this roll out to existing Zoho enterprise customers? I am in the Zoho one programme.Add new related list to see the emails with the same subject line structure
Hi, We generally put a specific subject line(like "Quotation Request / XXX" ) in all of our emails which we send to the vendors. So that we can track the reply e-mails from vendors for a specific project easily. I would like to create a new related list(new module) in DEALS. In that module of a DEAL; I want to see all the emails that I receive from the vendors(or from anyone) with the subject line of "....XXX". Please suggest me a way to do that. Thank you in advance. Regards, EnginSub Forms are a great addition - can we use custom functions
Well done Zoho, the sub forms in Modules is great. I was a client today and this provided a perfect solution to the problem. I'm interested to know if there are any limitations around custom functions using data from Sub Forms?Not getting notifications when lead is created in Zoho CRM
Hello, I have a contact form on our website to capture leads. When a user fills it out and a lead is created in Zoho CRM I do not receive a notification. Could you help me figure out why I am not receiving notificaitons?Introducing increased feature limits for CRM in your Zoho CRM Plus.
Dear Customers, We are happy to announce that we've increased the feature limits for CRM in your Zoho CRM Plus subscription to their maximum value. For example: If previously, you could only set 10 validation rules per layout, you can now set 25 If previously, you could only create 2 custom modules per user license, you can now create up to 5 If previously, you could only set 20 active blueprints, you can now create up to 100 Will my existing Zoho CRM Plus subscription be affected in anyExporting Contacts
Is there a way to export all contact from the CRM into an spread sheet (excel file) and download it onto the computerWhat are the limitation to people on the project that are NOT a register users?
We have been using 5pm as our project manager for years. Since we added CRM Plus we are concidering moving our project management to ZOHO projects. Is there a limit to the involvement of non registered users of ZOHO. We a majority of our projects and tasks that require outside collaboration with customers and vendors. What can they do and not do in Projects?Add Zoho Forms to Zoho CRM Plus bundle
Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant andComing soon: Zoho CRM Plus workshop 2020 - United States.
Dear customers, The Zoho CRM Plus workshop for 2020 is back in the United States and we can't be more excited! 1) When and where is this happening? We have planned our workshops across the following four cities: Los Angeles | Jan 27-28, 2020 Chicago | Jan 30-31, 2020 New York City | Feb 3-4, 2020 Miami | Feb 6-7, 2020 2) Why attend this workshop? This 2-day customer experience focused workshop is aimed at helping you,Workaround Needed - Reporting on the modification of specific CRM fields
Hi there - I understand that it is not possible to report on the modification of a specific CRM field. Ideally, we need to report back to a client when a field has been completed or changed (collection or modification of email addresses). My workaround so far has been to add a date field - you add an email address and then you time stamp this addition using an added date field. I have seen reference to the creation of scripts or the use of workflow rules to overcome this inability to see fieldI want to subscribe for Zoho CRM+ - But no one from your sales team seems to be interested to contact to set up a demo (Even after multiple follow ups)
Hi Team, I would like to know more about Zoho CRM+ features and very much interested in subscribing. I have been trying to get a demo sessions scheduled since 16th Dec 2019. Every time I contact some one over the phone or chat all i get to hear is someoneNext Page
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Hello everyone, We have created Canvas for CRM, the industry's first design studio which can help you build an amazing user interface without having to type a single line of code. You can now access Canvas as part of your CRM Plus subscription. NowIntroducing new features and enhancements to Analytics and Social in CRM Plus
Hello everyone, We've recently introduced various features and enhancements to Analytics and Social in Zoho CRM Plus. Here's a brief rundown on what you'll see in the updates: Analytics AI-powered data preparation Zoho DataPrep is an advanced self-serviceAsk the Experts - Zoho CRM Plus
*"Ask the experts" is a live forum discussion that will be held on this thread. Starting from the time mentioned below, our panelists will be available for the next five hours, ready to take questions on CRM Plus and the built-in services. Since this is our first session on ATE, we have planned to keep the discussion general, without limiting your questions to select topics in CRM Plus. Whether you want to discuss the Admin Panel, CRM Plus's built-in services, deploying each service, configuringIntroducing Design on Canva for Social in CRM Plus
Hello everyone, We are excited to announce that we have integrated Canva with Social in CRM Plus. You can now create and edit designs for your social media without leaving the application. About Canva Canva is a graphic design platform that comesSay hello to the new version of SalesIQ in CRM Plus
Hello everyone, We have introduced various new features and enhancements to SalesIQ in CRM Plus. The new version comes with a brand new user interface and features specifically designed to offer complete customer and prospect engagement for both B2B
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Sales Inbox Relation to CRM
I am wondering if there is any reason why sales inbox, or any time there is the social right panel/right panel information (e.g. Viewing Tasks, Sales Inbox Emails, etc.), it does not reflect the correct information regarding related "deals", which I have
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The New Zoho CRM Plus is here to stay from May 15th, 2018.
Last year, on November 1, 2017 - we released the New Zoho CRM Plus with an improved interface which offered a consistent user experience across all ten products. Since then, we have been testing and improving the New Zoho CRM Plus rigorously. The tons of feedback we've received from our customers have been immensely helpful to improve our product. We’re happy to say that finally - we are ready to jump into the deeper end of the pool. We are making The New Zoho CRM Plus as the default choice for
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