Error - 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.???
First question in this form category! So, what's ZoHo CRM PLUS???
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The 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 communicateThe 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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