CRM Plus Accounts and Products relationships
Is there a way that an invoice that is paid, would add the products to the account record once it is delivered? I want to find an easy way that products will get added to the account record and assumed this would work. The benefit here would be that IHow to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!
How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!single user access to the CRM suits
I am currently using Zoho CRM Plus, where the pricing for a single user is ₹3,500 INR, and it includes access to multiple applications. However, I would like to add an additional user but restrict their access to only two specific applications withinCreate Pop up notification on Contacts that there's an "Open Deal".
I am trying to create Pop up notification on Contacts whenever there's an "Open Deal" on that contact. I am new to Zoho but figured out that this can be done with a Client Script. I got the code below and created the script however its not working. WhatLink existing zohodesk to crm plus account
Hello, My customer has an existing ZohoDesk environment. And we want to have a couple of Zoho CRM plus account. How would we request this? We have asked support. But it's not clear how this works. Kind regards, huXamTracking historical interation data of Leads/Contacts
Hi all, I would like to track all interaction of leads with a webform. For example, when a same lead fills out a form lots of times, all information such as title, date created, and also utm attached into that form can be populated in Lead/Contact record."Local" to "Global" Status Mapping
Hello, While I can think of several ways to achieve my goal, I am looking for guidance on the most-optimal solution using existing Zoho CRM Plus features (be it Blueprint, Validation, custom Deluge, etc.). On every task, I will have two "Status" fieldsIs it possible to create a View for Deals that shows the deals seperated by Stage
Hi everyone, I recently started a trial of Zoho CRM Plus and am exploring its capabilities in comparison to Monday CRM. While I find Monday CRM to have a simpler, more user-friendly layout, Zoho CRM Plus offers many features that are essential for myCan we have a mixture of CRM Plus, CRM and Desk?
I'm looking at subscription costs, we have some agents who will use both the CRM and Desk, but some will only need to access either. Are we able to purchase a mixture of subscriptions?Sub-form, set permissions to "Do Not Show", calculate formula doesn't work
Hi, I have modified the sub-form of the Quotes page layout to include a new calculated value based on a custom field from the Product records. We show the Year 2 price for support in our quotes...that value is set in the Product page. In quotes I haveHow to make add date in CRM
We need to do following Quote date field : 1/7 Due date field +30days need to show2/7 We can do formula but can not change the due date if some reason for our end. Can we do show due date with can be modify. Thank youSales Inbox Completely Not Working
After sending out hundreds of client emails through ZoHo Mail, and after receiving several phone calls that emails have been sent that I have never received.. am I correct in assuming that Sales Inbox is not an option going forward? Why would there notAccounts and Deals API in CRMPlus
Hello. Can I create/update accounts and deals by API in CRMPlus? I cannot find this in API documentation. Also I need add notes to deals by API and get webhook when note created ThanksCreate Deal Workdrive Folder
Hello, I have linked Zoho WorkDrive to Zoho CRM and have turned on the pre-set workflows entitled Change_Workdrive_Folder_Name and Create_Deal_Workdrive_Folder. I would like to create a similar workflow rule using the function in the rule, but since itUpdate a field by modified person name - Only When a specific field changed
In my custom module, I have pick list field called Approved Status. - Yes/No If I make any changes in Approved Status, I need an update in other field called Approved by – Here I need person name who changed Approval Status. Like modified by only thatHow to integrate Zoho Webform to React Application?
Hi All, We are using Zoho CRM plus and using Zoho webform on our WordPress Website, here's the link for reference: https://www.dynamicssquare.co.uk/ But we are migrating from WordPress to React Application. And when we are trying to embed the sourceHow do you resend users's email invites?
I've invited staff to our Zoho Projects but none of them have received anything (so this is first problem) and I need to resend the invite email but can't figure out how to...?User Reports
There doesn't see to be any way to track users or generate user reports in Zoho CRMPlus. Ideally I would like this with agents in Desk. Examples: - User Activity Report: tells activities of a specific user over time, including most recent/last activityHow 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. PleaseQUOTES // 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 informationWorkaround 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 fieldExport 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 soonArchived 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?Do CRM Plus and CRM Ultimate have identical features and limits?
Do CRM Plus and CRM Ultimate have identical features and limits? Feature Availability | Zoho CRMFields 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 reenteredZoho 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?Exporting 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?I 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
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Master the CX Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024The CX workshops have begun for 2024!
Hi everyone, We've got some exciting news for you! The CX workshops for 2024 are here to elevate your business's customer experience, and this time we're meeting you in five cities. Here's where we'll be: February 15-16, 2024: Los Angeles, CaliforniaZoho CRM Plus in 2023: Let's rewind
Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, takingZoho's CX workshops are here to enhance your learning experience!
We're bringing the CX workshops to two cities: November 14-15, 2023 - Cliftons Sydney Margaret Street, Australia November 21-22, 2023 - Sheraton Grand Hotel, Dubai Register now Providing a positive customer experience gives your business the benefit ofCustomer experience workshops are coming to Europe
Hey everyone, After an overwhelming response for our Customer Experience Workshops in USA and Canada that was concluded in February, we are back again and now, we are coming to EUROPE for the very first time! What can you expect in the workshop? This
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
Zoho CRM Plus in 2023: Let's rewind
Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, takingThe CX Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we'veRefer Zoho CRM Plus to your friends and earn rewards!
Hey everyone, We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhanceSocial in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing onUnified telephony in Zoho CRM Plus
In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate
Top Contributors
Rukmangathan Sivakumar