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 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...?Autopopulate 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 fieldAdd 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, EnginNot 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?Live Chat
Is Live Chat working?CRM Plus vs Zoho One
Hello all, I saw this article, but I am still not clear what features or applications does CRM Plus offer that Zoho One does not?As SuperAdmin, Should I be able to see Developers activity?
Hi All I have a arranged for a developer - initial contact through Fiverr - to do some work on my CRM+, (I need property addresses available to search and link my property info, Using the government public source site & provided links). I have made a part payment upfront. I have added him as an admin with his own login, He has told me he is working on the new additions, however I can not see anything in the "Audit Log" of him making any changes or additions to the system so far. Is this typical?Can't add project from contact in CRM
When I choose Add Project" in the CRM I get this message The client user(s) [XXXXXX] were not added because users with these email addresses have already been added to another client in Projects. Users with the same email addresses cannot be associated with different clients. If you would still like to add them to your project, re-invite them using an alternate email address. What does this mean as I only have 1 test user? I want to 1. Convert lead to contact/deal 2. Create project for the contactAlert on new campaign sended to contact
Hello, I need some help. I have a auto-responder on my zoho campaigns that send a sequence of 3 emails. This 3 emails create the respective campaign on my zoho crm (campaigns tab). I need to get an alert (an email or something else) 3 days after a contact recieve the second email of my auto responder. How can i do this the best way? ThanksAddress Information not appearing in Deals
Hi new to Zoho. How can I push to address information from the Leads to show up in my Deals?Left side Navigation in CRM Plus
It's great to see that Sales inbox has bee moved to the Left Vertical navigation, much better! I would be really good to see the other Zoho Applications also in this navigation, or possible to add them under Favourites. For example, Zoho Checkout, Zoho Mail, Zoho Docs etc. Also why this navigation be added to Zoho One? We have a number of client using Zoho One as we still need to use Browser Bookmarks.
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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!
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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
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