New in Zoho CRM Plus - October 2019
Hello everyone! This post is a summary of the recent updates made to Zoho CRM Plus, aimed to help keep you up-to-date on all new and forthcoming changes. You can read through to learn about the latest updates added to different parts of our platform, such as CRM, Desk, and Social. Find out all the new ways you can utilize Zoho CRM Plus as a customer experience platform for your business. CRM 1) Fine-tune your configurations in Assignment Rules a. Selecting users based on set criteriaZoho CRM Plus steps into its 5th anniversary!
Dear customers, In this time of gratitude, we would like to thank you all for your immense support throughout our journey towards providing businesses the ultimate 360-degree customer experience they deserve. We value your presence and appreciate your confidence in us throughout these years. From our start as a bundle that brought products for customer-facing teams together to becoming the most integrated and unified customer experience platform, we couldn't have done any of this without you. ThankFilter bounced e-mail
Is there a way to add a filter to Leads and Contacts for e-mails that have bounced in a "campaign"? We have dozens of bad e-mails from our last e-blast.Ammending Quote Layout
Hi The quote layout seems to be determined by Inventory Layout > Quote Layout I can't see how to edit the quote layout? The normal edit page does not let me have full access to the Product Section and other information does not show on the Quote printout I am getting ThanksSave files directly to account
We do a lot of work that generates spreedsheets and pdf for clients. Right not we save it onto computer then upload to CRM. I there a way that we can save this directly into the account saving the step?webform automation workflow
Please confirm how to do this automation/workflow with web-form to crm to generating a draft email template: Utilize an existing GoogleDoc form to create a web-form that automatically populates fields within lead,contact, account and/or Deal records in Zoho that then generates a draft email template utilizing pre-specified crm data. (that triggers a task to quality-check and/or automatically send)Sales IQ Lead & Contact
Sales IQ difference between Leads & Contacts, can you track both or can it only be set up for one or the other?Leads & Contacts One View
Can you create a view with Leads & Contacts on it ? For example plan a trip and you want to see everyone that lead or contact in one viewTerritory Management
Can you create territory management from a lead or is it only accounts?Account Type Filed
Changing the Account Type field in an Account record, can the change force an updated to the account type field to all of the connected contacts?Getting Leads Section back
I did not think we would be needing this and in cleaning up the tabs I removed it. I can not find any resource to get it back. Help!CRM activity
Two basic questions. 1. Is there a way to make an Event as completed? 3. When your adding a task, event or call and your associating that action with an Account that is not in the CRM you are given the ability create a new Account. But is there a way to tie it to a vendor or create a quick vendor?Zoho CRM activity
Two basic questions. 1. Is there a way to make an Event as completed? 2. When your adding a task, event or call and your associating that action with an Account that is not in the CRM you are given the ability create a new Account. But is there a way to tie it to a vendor or create a quick vendor?How can I assign ZohoMail as Email-Program in Google Chrome Browser?
Hello all, I am using Zoho Mail for a long time and now as a part of Zoho CRM Plus. It's great. I want to make use of ZohoMail as often as possible, but Google Chrome always opens Outlook whenever I click an email-field inside ZohoCRM. How is it possible to configure CRM, ZohoMail and Google Chrome in a way, that I can finally can get rid of this problem and use it as one app? Best Regards RüdigerFunction working while editing, not as a button
I have a function that is using information from a Sales Order. I have an argument passing the Sales Order ID (as SO_Number) to the function which I use to look up the Sales Order like this: condition = "(SO_Number:equals:" + SO_Number.toString() + ")"; mySalesOrder = zoho.crm.searchRecords("Sales_Orders",condition); ... Do a bunch of stuff .... The thing is, when I'm editing the function and I use the "Save and Execute" button and I enter a valid Sales Order ID manually, it works fine. But, whenEmails reporting as 'Opened' when opened within Zoho CRMPlus
We've been using SalesInbox within Zoho CRMPlus, and have noticed that when an email is opened within CRMPlus, it's recorded and notifies as 'Opened'. Is there some way to configure CRMPlus to not do this for emails opened within itself? This is producing a large number of false positives - I don't know whether a Lead/Contact has actually opened an email, or someone else within the organisation (like myself) has. I'd think this behaviour also skews the statistics for templates - has that templateSupport Documents for CRM Users?
I am compiling out help for our team to use ZOHO. I understand that each organisation would configure their ZOHO instance differently but do you have any suggestions for support documentation aimed at users rather than admin?How to find inactive / stale users?
We have nearly 200 active CRM Plus users... I cannot seem to locate any report or dashboard that will easily show me users who are not logging in or using the system regularly. Any Suggestions? I would like to repurpose those licenses to uses who will leverage the benefits of Zoho. ThanksUsing CRM Plus and Projects Module Together
Hello, I would like to know if I have 50 users that are licensed for CRM Plus and a different 25 users that only need Projects, and they are all part of the same organization, can all 75 users work together and view the same data in the Projects module only? Another words, will the Projects module within CRM Plus that user A is licensed for integrate with the standalone Projects module that user B is licensed for? I would prefer not to have to purchase 75 licenses for CRM Plus if I have 25 folksError - Zoho Extension is not available for your region.
Hello Support, One of our clients is located in UK and they are using Zoho CRM Plus on Zoho.eu. They tried to install our ClientPoint Zoho extension and getting the following error message:- "This extension is not available for your region. Please mail us at sales@zohomarketplace.com" Can you please look into it and let us know why this issue is occurring for the users located in UK. Our extension name: ClientPoint Marketplace URL: https://marketplace.zoho.com/crm/paperless-proposal Thank you,Zoho Desk Multibranding situation
Hello, We have a situation for which I'd like to know if the setup might present issues. Here is what is happening: We developed a white labeled version of our software for a partner. As a part of the deal, we were to also add a help center for them to support the product. I used the multi-branding feature in Zoho Desk to create a separate Help Center (unique users for each) using a second department. Our organization uses CRM Plus. Their organization uses various Zoho applicationsMails - Leads
Hi, I would like to see the mail story of Lead in CRM+ of Anna Lankauf with Peter Marriott https://crmplus.zoho.com/callstack/index.do#crm/org667474707/tab/Leads/3228000000001339070 What should configurate? I do not see mails below:Urgent Report Inquiry - Removing Duplicates
Hello Team, I need your urgent support please to create a proper report. I am trying to get a report on all the actioned opportunities(=Deals) on a weekly basis. The fields to be displayed are Opportunity owner, stage and opportunity name in 3 consecutive columns. By actioned, I mean anything that has some activity, or notes or emails sent by the opportunity owner only. So I went to summary report, chose the main module as opportunities, and the other modules as notes, email and activities. ThenTheme color does not hold on duplicate tabs
When I set a theme color and then duplicate a browser tab, the theme does not transfer. Any duplicate tabs get the default black color. I am not sure if this is a browser issues or not. And I understand it is not a real big deal, but I just figured I would bring it up in case there is a possible fix. Thanks.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?New Enhancements in Zoho CRM Plus
Hello everyone, We are pleased to announce the much anticipated release for Zoho CRM Plus, that is all set to give you a unified customer experience. We have added some exciting enhancements to the Desk, Social, Analytics, and SalesIQ modules that will help you run business processes more efficiently. Also, our unified customer experience platform aims to give a better and seamless experience with unified user interface, admin panel, set up options, search, and user panel. Since the list of enhancementsNew Enhancements in Zoho CRM Plus Continues
Hello everyone, In continuation to the former post here we will discuss in brief on the enhancements in SalesIQ and Social. Enhancements in SalesIQ - In SalesIQ we have added Chatbot and Audio calls features that will allow you to interact with your website visitors. Chatbot: You can engage with the website visitors through chat bots on desktop and mobile. SalesIQ Audio calls: With audio calls you can interact with the website visitors via phone calls and also convert the ongoing chats to phone calls.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?Auto populating field when importing new data...
Every time I import new leads into Zoho, it is automatically selecting a dropdown from a custom field and filling it out. I had to create a custom view with that criteria and mass update it to default blank... This started a couple of months ago and I can't figure why. Why would it do that?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 contact$[FNAME|Customer|Guest]$ With some bugs
Hello, I've noticed a bug on the merge tag FNAME. I've always used the merge tag like this $[FNAME]$ if i wanted the space to be blank when there was no name on the subscriber. But since this week i've sended that way and the subscribers with no first name apeared "Costumer", and i used the merge tag like this $[FNAME]$ and not like this $[FNAME|Customer|Guest]$; Whats wrong? do i need to use the merge tag this way $[FNAME||]$ from now one? with the empty spaces. ThanksUpdate : Now export all your organization users from the Admin Panel in one click.
Hello everyone, We have made a minor update for Zoho CRM Plus. In the admin panel, we have now introduced an option for users to easily export the list of all users in the organization (along with their access permissions) in one click. Here's how it works - 1. Visit the Admin Panel > Users tab. 2. Click this icon to the far right to the top. Please remember that you have to be a super-admin / admin to use this feature.Alert 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?The New Zoho CRM Plus is now the default version for everyone.
Today, we're happy to announce that we have finally taken the plunge. The New Zoho CRM Plus has been made as the default version for all our users. From today, users will not be able to move to older versions of Zoho CRM Plus. We thank our customers, partners and colleagues who helped us reach this milestone. Click here to learn more about what's new : https://www.zoho.com/crmplus/blog/introducing-the-new-zoho-crm-plus-the-worlds-most-powerful-customer-engagement-suite.htmlAll CRM Plus tasks in one place
Every email becomes a task for someone, from follow-up with sales to a service request in projects. As a small business, that someone is usually a single person delegating contractors but looking after sales items themselves, I wish there was one single place I could see every task whether it be a CRM related item or a project related item.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.Users can now access their subscription details inside the Admin Panel.
We have come up with a minor update for CRM Plus. With this update, users can easily access their subscription / license details inside the admin panel at the click of a button. Apart from the subscription details, we have added some more information about usage statistics which will help you answer the following questions. 1. How much storage space is remaining in CRM? 2. How many subscribers have I utilised in Campaigns? 3. How many Social Brands am I using? 4. How many Survey responses[ Announcement ] SalesInbox : Now more accessible.
Hello everyone, We have made a minor update. Earlier, SalesInbox used to be accessible only from the top-bar inside CRM. Now, we have shifted the location of SalesInbox to the product navigator bar(left-side) and grouped it with the rest of CRM Plus products. We believe this update will make SalesInbox more visible and accessible.???
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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
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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.
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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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